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Plan

Latest statistics and disclosures from Plancorp's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, VTI, DFUS, DFUV, DFIV, and represent 46.46% of Plancorp's stock portfolio.
Added to shares of these 10 stocks: VTI (+$32M), DFIC (+$31M), AVUV (+$10M), DFIV (+$10M), DFEM (+$8.4M), DFAW, LRGF, ITOT, RGLD, VCRB.
Started 16 new stock positions in SPYV, AVEE, LULU, ISRG, FSSL, CNQ, CPS, UPS, ADI, ACH. PCAR, ADM, QXO, AVES, LYB, DECK.
Reduced shares in these 10 stocks: BUSE (-$30M), DFAC (-$7.0M), DFUV (-$5.4M), DFUS (-$5.0M), EMR, DFAT, VOO, DFAX, PG, PEP.
Sold out of its positions in AMT, ANET, AXON, MUJ, CLSK, COIN, APPS, BUSE, GD, GORO.
Plancorp was a net buyer of stock by $25M.
Plancorp has $3.3B in assets under management (AUM), dropping by 3.76%.
Central Index Key (CIK): 0001599579

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Portfolio Holdings for Plancorp

Plancorp holds 365 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.5	$413M		10M	39.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	10.4	$345M	+10%	1.0M	335.27	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	10.1	$334M		4.5M	74.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	8.1	$267M		5.7M	46.59	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.4	$178M	+5%	3.6M	49.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.2	$139M	+8%	1.4M	101.98	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.0	$131M		4.0M	32.73	View chart
Ishares Tr U S Equity Factr (LRGF)	3.9	$130M	+3%	1.9M	69.43	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.2	$107M	+40%	3.1M	34.46	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.8	$91M		1.3M	69.67	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.6	$86M	-2%	1.4M	59.54	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.2	$71M		867k	82.32	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.8	$58M		522k	111.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$41M	-4%	65k	627.13	View chart
Emerson Electric (EMR)	1.2	$39M	-6%	293k	132.72	View chart
Ea Series Trust Alpha Architect (AAUS)	1.2	$38M		693k	55.11	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$37M		790k	46.80	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$32M		415k	77.53	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$32M	+35%	965k	33.08	View chart
Apple (AAPL)	1.0	$32M	-2%	116k	271.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$23M		601k	38.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$22M	-2%	358k	62.47	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$20M	+9%	137k	148.69	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$18M		254k	71.41	View chart
Microsoft Corporation (MSFT)	0.5	$17M		35k	483.62	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$17M		176k	93.97	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$15M		199k	77.02	View chart
Eli Lilly & Co. (LLY)	0.4	$12M		11k	1074.68	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$12M		318k	38.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$12M	-4%	38k	314.80	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$12M	+5%	132k	88.49	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$12M		17k	681.93	View chart
Agnico (AEM)	0.3	$12M		68k	169.53	View chart
Barrick Mng Corp Com Shs (B)	0.3	$11M		258k	43.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$11M		124k	89.46	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$11M	-5%	73k	148.98	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$11M	+8%	330k	32.89	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$9.8M	+93%	132k	73.98	View chart
Harmony Gold Mining Sponsored Adr (HMY)	0.3	$9.6M		482k	19.90	View chart
Amazon (AMZN)	0.3	$9.5M		41k	230.82	View chart
NVIDIA Corporation (NVDA)	0.3	$9.1M	+2%	49k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$9.0M	-2%	29k	313.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$9.0M		18k	502.65	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$8.9M	-3%	43k	209.12	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$8.4M	+5%	175k	48.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$7.6M	-2%	141k	53.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$6.9M	-5%	251k	27.43	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$6.7M		145k	46.24	View chart
Coeur Mng Com New (CDE)	0.2	$6.6M	-2%	369k	17.83	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$6.3M		86k	73.63	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$6.2M		149k	41.92	View chart
Wal-Mart Stores (WMT)	0.2	$6.1M	-2%	55k	111.41	View chart
Meta Platforms Cl A (META)	0.2	$5.9M	-7%	9.0k	660.10	View chart
Prologis (PLD)	0.2	$5.8M	-10%	46k	127.66	View chart
Bank of America Corporation (BAC)	0.2	$5.3M		96k	55.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.1M		16k	313.79	View chart
Enterprise Financial Services (EFSC)	0.2	$5.0M	-4%	93k	54.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$5.0M		175k	28.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$4.9M		19k	257.95	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.8M	-23%	40k	120.34	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$4.7M		40k	117.52	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.5M		66k	67.22	View chart
Franco-Nevada Corporation (FNV)	0.1	$4.2M	-4%	20k	207.28	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$4.2M		122k	34.21	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$4.1M		126k	32.57	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$4.0M		86k	47.09	View chart
Broadcom (AVGO)	0.1	$4.0M	+4%	12k	346.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$4.0M	-2%	8.2k	487.84	View chart
Abbvie (ABBV)	0.1	$3.9M		17k	228.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$3.8M	-7%	6.3k	614.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.8M	-9%	10k	373.43	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$3.7M		147k	25.24	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$3.5M		49k	71.23	View chart
Tesla Motors (TSLA)	0.1	$3.5M		7.7k	449.72	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.4M		35k	95.09	View chart
McDonald's Corporation (MCD)	0.1	$3.3M		11k	305.64	View chart
UnitedHealth (UNH)	0.1	$3.3M		10k	330.12	View chart
Johnson & Johnson (JNJ)	0.1	$3.3M		16k	206.94	View chart
Procter & Gamble Company (PG)	0.1	$3.2M	-33%	23k	143.31	View chart
JPMorgan Chase & Co. (JPM)	0.1	$3.1M	-4%	9.7k	322.23	View chart
Alamos Gold Com Cl A (AGI)	0.1	$3.1M		81k	38.58	View chart
Union Pacific Corporation (UNP)	0.1	$3.1M	-7%	13k	231.31	View chart
Royal Gold (RGLD)	0.1	$3.1M	+69%	14k	222.30	View chart
Post Holdings Inc Common (POST)	0.1	$3.0M		30k	99.05	View chart
Commerce Bancshares (CBSH)	0.1	$2.9M	+4%	55k	52.34	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.8M		20k	141.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.8M		5.9k	473.31	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$2.8M		35k	78.62	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.7M		34k	78.81	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$2.7M		36k	75.77	View chart
Abbott Laboratories (ABT)	0.1	$2.6M		21k	125.29	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.6M		6.4k	412.77	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.6M		4.6k	570.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.5M		94k	26.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.5M		13k	190.99	View chart
Ge Aerospace Com New (GE)	0.1	$2.5M	-28%	8.0k	308.01	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.4M	-2%	12k	211.79	View chart
Imperial Oil Com New (IMO)	0.1	$2.4M		28k	86.31	View chart
Us Bancorp Del Com New (USB)	0.1	$2.4M	-10%	44k	53.36	View chart
Reddit Cl A (RDDT)	0.1	$2.2M	-6%	9.6k	229.87	View chart
Pan American Silver Corp Can (PAAS)	0.1	$2.2M		42k	51.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.2M	-5%	18k	120.18	View chart
Boeing Company (BA)	0.1	$2.1M	+10%	9.8k	217.12	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.1M	+25%	21k	100.38	View chart
Pfizer (PFE)	0.1	$2.1M	-18%	83k	24.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.1M		7.1k	290.20	View chart
International Business Machines (IBM)	0.1	$2.0M	-6%	6.8k	296.22	View chart
Oracle Corporation (ORCL)	0.1	$2.0M		10k	194.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.0M		27k	75.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$2.0M		2.9k	684.94	View chart
Visa Com Cl A (V)	0.1	$1.9M		5.4k	350.68	View chart
ESCO Technologies (ESE)	0.1	$1.9M		9.6k	195.39	View chart
Costco Wholesale Corporation (COST)	0.1	$1.9M	-3%	2.2k	862.24	View chart
Home Depot (HD)	0.1	$1.8M	-8%	5.3k	344.08	View chart
Pepsi (PEP)	0.1	$1.8M	-47%	12k	143.52	View chart
O'reilly Automotive (ORLY)	0.1	$1.7M		19k	91.21	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$1.7M		29k	58.74	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.7M		12k	137.87	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.7M		23k	73.56	View chart
Chevron Corporation (CVX)	0.0	$1.7M	-9%	11k	152.41	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$1.6M	+178%	21k	77.89	View chart
Cisco Systems (CSCO)	0.0	$1.6M	-6%	21k	77.03	View chart
Caterpillar (CAT)	0.0	$1.6M		2.8k	572.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.6M		2.1k	753.61	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$1.5M		2.00	754800.00	View chart
American Express Company (AXP)	0.0	$1.5M		4.0k	369.95	View chart
Ge Vernova (GEV)	0.0	$1.5M	-31%	2.2k	653.71	View chart
Qualcomm (QCOM)	0.0	$1.4M		8.4k	171.05	View chart
American Centy Etf Tr Avantis Inflatin (AVIE)	0.0	$1.4M		22k	65.78	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$1.4M		13k	106.70	View chart
Wells Fargo & Company (WFC)	0.0	$1.4M		15k	93.20	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$1.4M		18k	75.16	View chart
Merck & Co (MRK)	0.0	$1.3M		13k	105.26	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$1.3M		24k	52.88	View chart
Nextera Energy (NEE)	0.0	$1.3M		16k	80.28	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$1.3M		2.1k	603.28	View chart
salesforce (CRM)	0.0	$1.2M	-2%	4.6k	264.91	View chart
Ameren Corporation (AEE)	0.0	$1.2M	-19%	12k	99.86	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$1.2M	+3%	3.5k	342.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.2M		4.8k	246.16	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.2M	-8%	6.7k	177.75	View chart
Comcast Corp Cl A (CMCSA)	0.0	$1.2M	-5%	39k	29.89	View chart
Advanced Micro Devices (AMD)	0.0	$1.2M	+3%	5.4k	214.16	View chart
Stifel Financial (SF)	0.0	$1.2M		9.2k	125.22	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$1.1M	+14%	15k	74.88	View chart
Netflix (NFLX)	0.0	$1.1M	+890%	12k	93.76	View chart
Coca-Cola Company (KO)	0.0	$1.1M		16k	69.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$1.1M		7.4k	143.52	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$1.1M		12k	85.77	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.0	$1.0M		15k	69.81	View chart
Automatic Data Processing (ADP)	0.0	$1.0M	-6%	4.0k	257.23	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.0	$1.0M	+3%	15k	70.64	View chart
At&t (T)	0.0	$1.0M	-5%	41k	24.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.0M		15k	66.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$978k		5.3k	183.41	View chart
Amgen (AMGN)	0.0	$974k		3.0k	327.35	View chart
Philip Morris International (PM)	0.0	$896k	-28%	5.6k	160.41	View chart
Calumet (CLMT)	0.0	$894k		45k	19.87	View chart
Ionis Pharmaceuticals (IONS)	0.0	$887k		11k	79.11	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$863k		5.3k	162.01	View chart
Lululemon Athletica (LULU)	0.0	$841k	NEW	4.0k	207.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$838k	-4%	3.0k	279.14	View chart
Franklin Electric (FELE)	0.0	$822k	-3%	8.6k	95.53	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$820k	+2%	9.5k	85.91	View chart
Goldman Sachs (GS)	0.0	$815k	+5%	927.00	878.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$805k		5.9k	136.94	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$805k		17k	48.32	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$802k		12k	68.36	View chart
Booking Holdings (BKNG)	0.0	$798k		149.00	5355.33	View chart
McKesson Corporation (MCK)	0.0	$796k		970.00	820.29	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$788k	+4%	5.6k	141.05	View chart
Micron Technology (MU)	0.0	$785k	+3%	2.8k	285.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$782k	-32%	30k	26.23	View chart
Applied Materials (AMAT)	0.0	$774k	+2%	3.0k	257.01	View chart
Hca Holdings (HCA)	0.0	$757k		1.6k	466.86	View chart
Colgate-Palmolive Company (CL)	0.0	$755k		9.6k	79.02	View chart
Yum! Brands (YUM)	0.0	$755k		5.0k	151.28	View chart
Reliance Steel & Aluminum (RS)	0.0	$750k		2.6k	288.82	View chart
Gilead Sciences (GILD)	0.0	$744k	-3%	6.1k	122.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$742k		2.4k	303.94	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$713k	+7%	924.00	771.87	View chart
Danaher Corporation (DHR)	0.0	$713k	-7%	3.1k	228.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$701k		5.7k	123.26	View chart
Chubb (CB)	0.0	$700k		2.2k	312.12	View chart
Regions Financial Corporation (RF)	0.0	$694k		26k	27.10	View chart
Palo Alto Networks (PANW)	0.0	$685k		3.7k	184.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$682k		23k	29.61	View chart
Thermo Fisher Scientific (TMO)	0.0	$649k	+4%	1.1k	579.46	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$648k		27k	24.37	View chart
Anthem (ELV)	0.0	$642k	+13%	1.8k	350.55	View chart
Centene Corporation (CNC)	0.0	$638k	+30%	16k	41.15	View chart
AFLAC Incorporated (AFL)	0.0	$637k		5.8k	110.27	View chart
Walt Disney Company (DIS)	0.0	$636k		5.6k	113.78	View chart
TJX Companies (TJX)	0.0	$635k	-11%	4.1k	153.61	View chart
Intuit (INTU)	0.0	$634k	-3%	957.00	662.42	View chart
Ecolab (ECL)	0.0	$632k		2.4k	262.52	View chart
Energizer Holdings (ENR)	0.0	$632k		32k	19.89	View chart
Texas Instruments Incorporated (TXN)	0.0	$632k	-2%	3.6k	173.51	View chart
Linde SHS (LIN)	0.0	$628k	-3%	1.5k	426.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$617k	-46%	19k	32.62	View chart
3M Company (MMM)	0.0	$607k	-26%	3.8k	160.08	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$602k		9.3k	64.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$596k		25k	24.04	View chart
Woodward Governor Company (WWD)	0.0	$595k		2.0k	302.32	View chart
Eaton Corp SHS (ETN)	0.0	$594k	+5%	1.9k	318.57	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$589k	-6%	13k	44.17	View chart
Bristol Myers Squibb (BMY)	0.0	$569k	-3%	11k	53.94	View chart
Verizon Communications (VZ)	0.0	$560k	-15%	14k	40.73	View chart
Shell Spon Ads (SHEL)	0.0	$545k		7.4k	73.48	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$543k		1.8k	302.19	View chart
Immunitybio (IBRX)	0.0	$538k		272k	1.98	View chart
Deckers Outdoor Corporation (DECK)	0.0	$535k	NEW	5.2k	103.67	View chart
Edgewell Pers Care (EPC)	0.0	$526k		31k	17.05	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$521k		12k	42.56	View chart
Morgan Stanley Com New (MS)	0.0	$512k		2.9k	177.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$509k	-2%	4.5k	113.92	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$507k	-6%	10k	49.65	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$506k		50k	10.12	View chart
M&T Bank Corporation (MTB)	0.0	$494k		2.5k	201.48	View chart
Cigna Corp (CI)	0.0	$488k		1.8k	275.29	View chart
Kinder Morgan (KMI)	0.0	$479k		17k	27.49	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$477k		992.00	480.40	View chart
Norfolk Southern (NSC)	0.0	$475k		1.6k	288.72	View chart
Unum (UNM)	0.0	$459k		5.9k	77.50	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$459k		1.2k	386.85	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$455k	+3%	8.4k	54.07	View chart
FedEx Corporation (FDX)	0.0	$452k		1.6k	288.84	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.0	$449k	+8%	6.3k	71.20	View chart
Corteva (CTVA)	0.0	$446k	-6%	6.6k	67.03	View chart
Nike CL B (NKE)	0.0	$441k	-11%	6.9k	63.71	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$440k	NEW	10k	43.30	View chart
AmerisourceBergen (COR)	0.0	$440k		1.3k	337.75	View chart
Oklo Com Cl A (OKLO)	0.0	$437k		6.1k	71.76	View chart
Cardinal Health (CAH)	0.0	$435k		2.1k	205.50	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$434k		5.8k	74.26	View chart
Lam Research Corp Com New (LRCX)	0.0	$431k	+2%	2.5k	171.18	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$430k		9.2k	46.92	View chart
Kla Corp Com New (KLAC)	0.0	$425k	+3%	350.00	1215.08	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$422k		4.4k	96.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$419k	-7%	14k	30.07	View chart
Lowe's Companies (LOW)	0.0	$414k	-2%	1.7k	241.16	View chart
Sempra Energy (SRE)	0.0	$412k	+11%	4.7k	88.30	View chart
SYSCO Corporation (SYY)	0.0	$412k		5.6k	73.69	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$401k		2.5k	159.93	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$401k		5.3k	76.30	View chart
Travelers Companies (TRV)	0.0	$400k		1.4k	290.06	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.0	$398k		4.0k	98.51	View chart
Marathon Petroleum Corp (MPC)	0.0	$392k		2.4k	162.63	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$390k		10k	38.03	View chart
Honeywell International (HON)	0.0	$390k	-10%	2.0k	195.10	View chart
Applovin Corp Com Cl A (APP)	0.0	$388k	+2%	576.00	673.82	View chart
Lockheed Martin Corporation (LMT)	0.0	$388k		802.00	483.49	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$374k		5.8k	64.97	View chart
Citigroup Com New (C)	0.0	$364k		3.1k	116.69	View chart
Enterprise Products Partners (EPD)	0.0	$363k		11k	32.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$361k		912.00	396.31	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$354k		24k	14.87	View chart
Exelixis (EXEL)	0.0	$354k		8.1k	43.83	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$346k	-5%	85k	4.09	View chart
ConocoPhillips (COP)	0.0	$344k	-2%	3.7k	93.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$343k		1.6k	210.40	View chart
Marriott Intl Cl A (MAR)	0.0	$343k	-10%	1.1k	310.24	View chart
Southern Company (SO)	0.0	$343k	-9%	3.9k	87.20	View chart
Servicenow (NOW)	0.0	$341k	+419%	2.2k	153.19	View chart
Phillips 66 (PSX)	0.0	$340k	-7%	2.6k	129.03	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$338k		1.9k	177.37	View chart
Corning Incorporated (GLW)	0.0	$335k	-43%	3.8k	87.57	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$334k	-32%	1.5k	219.78	View chart
Deere & Company (DE)	0.0	$333k		715.00	465.25	View chart
Fastenal Company (FAST)	0.0	$332k		8.3k	40.13	View chart
Progressive Corporation (PGR)	0.0	$331k	-10%	1.5k	227.72	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$329k	-75%	1.2k	268.29	View chart
Blackrock N Y Mun Income Tru Sh Ben Int (BNY)	0.0	$326k		32k	10.14	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$324k		2.7k	120.96	View chart
Prudential Financial (PRU)	0.0	$324k	+10%	2.9k	112.90	View chart
Uber Technologies (UBER)	0.0	$324k		4.0k	81.71	View chart
Intel Corporation (INTC)	0.0	$323k	+5%	8.8k	36.90	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$320k	-44%	5.9k	53.83	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$316k	+8%	2.1k	154.12	View chart
Waste Management (WM)	0.0	$314k	-5%	1.4k	219.71	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$311k		2.2k	141.16	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$307k	+98%	2.1k	143.97	View chart
S&p Global (SPGI)	0.0	$306k	-3%	585.00	522.59	View chart
Biogen Idec (BIIB)	0.0	$306k	+8%	1.7k	175.99	View chart
Main Street Capital Corporation (MAIN)	0.0	$304k		5.0k	60.39	View chart
Rivernorth Opportunistic Mun (RMI)	0.0	$302k		21k	14.31	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$295k	-16%	9.0k	32.75	View chart
AutoZone (AZO)	0.0	$295k	-2%	87.00	3391.51	View chart
Becton, Dickinson and (BDX)	0.0	$293k		1.5k	194.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$293k		3.0k	96.04	View chart
TransDigm Group Incorporated (TDG)	0.0	$293k		220.00	1329.85	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$292k		13k	23.30	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$292k		6.1k	47.95	View chart
Expedia Group Com New (EXPE)	0.0	$292k		1.0k	283.31	View chart
Rockwell Automation (ROK)	0.0	$291k	-28%	748.00	389.10	View chart
Boston Scientific Corporation (BSX)	0.0	$290k		3.0k	95.35	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$283k		2.7k	104.98	View chart
Royal Caribbean Cruises (RCL)	0.0	$281k		1.0k	278.92	View chart
Stryker Corporation (SYK)	0.0	$280k	-7%	797.00	351.47	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$273k	-2%	3.0k	92.30	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$273k		2.0k	139.16	View chart
Bank of New York Mellon Corporation (BK)	0.0	$273k	-16%	2.4k	116.09	View chart
Golub Capital BDC (GBDC)	0.0	$272k		20k	13.57	View chart
Capital One Financial (COF)	0.0	$271k		1.1k	242.36	View chart
Lincoln National Corporation (LNC)	0.0	$269k		6.1k	44.53	View chart
D.R. Horton (DHI)	0.0	$267k	-5%	1.9k	144.04	View chart
American Centy Etf Tr Avantis Cr Etf (AVGB)	0.0	$262k	+10%	5.2k	50.82	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$260k		4.1k	63.77	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$259k		2.0k	129.80	View chart
Cummins (CMI)	0.0	$259k		507.00	510.45	View chart
United Parcel Service CL B (UPS)	0.0	$258k	NEW	2.6k	99.17	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.0	$257k	NEW	4.1k	62.41	View chart
BP Sponsored Adr (BP)	0.0	$251k	-32%	7.2k	34.73	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$251k	NEW	18k	14.14	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.0	$249k		3.8k	66.31	View chart
Blackrock (BLK)	0.0	$247k	-13%	231.00	1070.34	View chart
Trane Technologies SHS (TT)	0.0	$244k		627.00	389.20	View chart
Northrop Grumman Corporation (NOC)	0.0	$244k		428.00	569.93	View chart
Intuitive Surgical Com New (ISRG)	0.0	$243k	NEW	429.00	566.36	View chart
Illinois Tool Works (ITW)	0.0	$241k	-10%	980.00	246.30	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.0	$240k	+11%	4.0k	60.17	View chart
Amphenol Corp Cl A (APH)	0.0	$239k	+2%	1.8k	135.14	View chart
Kimberly-Clark Corporation (KMB)	0.0	$239k	+7%	2.4k	100.89	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$233k		24k	9.73	View chart
Cooper Standard Holdings (CPS)	0.0	$231k	NEW	7.0k	32.83	View chart
Canadian Natural Resources (CNQ)	0.0	$230k	NEW	6.8k	33.85	View chart
Charles Schwab Corporation (SCHW)	0.0	$229k		2.3k	99.91	View chart
Adobe Systems Incorporated (ADBE)	0.0	$229k		654.00	349.99	View chart
Owens & Minor (ACH)	0.0	$229k	NEW	82k	2.80	View chart
Altria (MO)	0.0	$227k	-56%	3.9k	57.66	View chart
United Rentals (URI)	0.0	$226k	-9%	279.00	809.32	View chart
Ares Capital Corporation (ARCC)	0.0	$226k		11k	20.23	View chart
Qxo Com New (QXO)	0.0	$224k	NEW	12k	19.29	View chart
Cme (CME)	0.0	$224k	-10%	821.00	273.08	View chart
Ford Motor Company (F)	0.0	$222k		17k	13.12	View chart
Constellation Energy (CEG)	0.0	$220k	-9%	623.00	353.27	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$219k		677.00	323.07	View chart
Blackrock Muniyield Insured Fund (MYI)	0.0	$217k		20k	10.87	View chart
Tractor Supply Company (TSCO)	0.0	$217k		4.3k	50.01	View chart
Blackrock Munivest Fund II (MVT)	0.0	$216k		20k	10.81	View chart
Duke Energy Corp Com New (DUK)	0.0	$216k		1.8k	117.21	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$215k	NEW	3.8k	56.82	View chart
Ameriprise Financial (AMP)	0.0	$215k		439.00	490.34	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$214k		4.7k	45.85	View chart
Roper Industries (ROP)	0.0	$214k	-5%	480.00	445.13	View chart
Paccar (PCAR)	0.0	$213k	NEW	1.9k	109.51	View chart
Analog Devices (ADI)	0.0	$212k	NEW	780.00	271.20	View chart
Cadence Design Systems (CDNS)	0.0	$211k		674.00	312.58	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$209k		22k	9.48	View chart
Wec Energy Group (WEC)	0.0	$208k	-52%	2.0k	105.46	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$208k	NEW	3.6k	58.31	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.0	$208k		3.4k	60.51	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.0	$207k	-33%	1.2k	175.34	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$206k		1.4k	143.33	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$206k	-28%	2.5k	82.01	View chart
Archer Daniels Midland Company (ADM)	0.0	$202k	NEW	3.5k	57.49	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.0	$201k		20k	10.04	View chart
Tortoise Capital Series Trus Energy Fd (TNGY)	0.0	$160k	-28%	18k	9.04	View chart
Aurora Innovation Class A Com (AUR)	0.0	$119k	-3%	31k	3.84	View chart
BlackRock MuniHoldings Fund (MHD)	0.0	$117k		10k	11.74	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.0	$110k		10k	10.99	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$89k		10k	8.90	View chart
Ellington Credit Company Com Shs Ben Int (EARN)	0.0	$79k		15k	5.27	View chart
Blackrock Tech And Private E Shs Ben Int (BTX)	0.0	$66k		10k	6.59	View chart
Genelux Corporation (GNLX)	0.0	$44k		10k	4.36	View chart

Past Filings by Plancorp

SEC 13F filings are viewable for Plancorp going back to 2013

Plancorp 2025 Q4 filed Feb. 5, 2026
Plancorp 2025 Q3 filed Oct. 15, 2025
Plancorp 2025 Q2 filed July 16, 2025
Plancorp 2025 Q1 filed May 15, 2025
Plancorp 2024 Q4 filed Feb. 11, 2025
Plancorp 2024 Q3 filed Nov. 12, 2024
Plancorp 2024 Q2 filed Aug. 9, 2024
Plancorp 2024 Q1 filed May 15, 2024
Plancorp 2023 Q4 filed Feb. 9, 2024
Plancorp 2023 Q3 filed Nov. 8, 2023
Plancorp 2023 Q2 filed July 26, 2023
Plancorp 2023 Q1 filed May 11, 2023
Plancorp 2022 Q4 filed Feb. 14, 2023
Plancorp 2022 Q3 filed Nov. 10, 2022
Plancorp 2022 Q2 filed Aug. 4, 2022
Plancorp 2022 Q1 filed May 13, 2022

View all past filings

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