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Plan

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

Top 5 stock holdings are DFAC, DFUS, VTI, DFUV, DFIV, and represent 45.90% of Plancorp's stock portfolio.
Added to shares of these 10 stocks: VTI (+$40M), Ea Series Trust (+$38M), DFIC (+$19M), AVUV (+$13M), DFIV (+$7.5M), DFEM (+$6.0M), LRGF, DFAW, VOO, VEA.
Started 28 new stock positions in AVGB, APH, RMI, INTC, ESGV, U, COR, MARA, HL, VSS.
Reduced shares in these 10 stocks: DFUV (-$7.6M), DFAC (-$5.3M), SGOV, DFAT, DFAS, AAPL, DFUS, SCHG, QQQ, MSFT.
Sold out of its positions in APD, ADI, TEAM, BRBR, CNQ, CARR, LNG, FTNT, GIS, ISRG. PRFZ, IVE, MUB, KR, LBRDK, FWONA, MMC, NAK, NMCO, PNC, TGT, UPS, VFH, STLA.
Plancorp was a net buyer of stock by $79M.
Plancorp has $3.2B in assets under management (AUM), dropping by 10.42%.
Central Index Key (CIK): 0001599579

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Portfolio Holdings for Plancorp

Plancorp holds 379 positions in its portfolio as reported in the September 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)	12.8	$409M		11M	38.57	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	10.4	$331M		4.6M	72.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.6	$307M	+15%	934k	328.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	8.2	$261M	-2%	5.8M	44.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.9	$156M	+5%	3.4M	46.12	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.0	$127M		4.1M	31.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.9	$125M	+11%	1.3M	99.53	View chart
Ishares Tr U S Equity Factr (LRGF)	3.9	$125M	+3%	1.8M	69.08	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.8	$91M	-2%	1.3M	68.46	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.7	$86M	-3%	1.5M	58.21	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.3	$72M	+35%	2.2M	32.79	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.2	$69M		874k	78.90	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.8	$57M		524k	108.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$42M	+2%	68k	612.38	View chart
Emerson Electric (EMR)	1.3	$41M		314k	131.18	View chart
Ea Series Trust Alpha Architect	1.2	$38M	NEW	695k	53.99	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$36M		795k	45.76	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$32M		414k	76.72	View chart
Apple (AAPL)	1.0	$30M	-5%	119k	254.63	View chart
First Busey Corp Com New (BUSE)	0.9	$30M		1.3M	23.15	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.7	$23M	+35%	711k	32.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$22M	+3%	366k	59.92	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$22M		600k	36.35	View chart
Microsoft Corporation (MSFT)	0.6	$19M	-6%	36k	517.94	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$18M	-3%	126k	145.65	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$17M		253k	67.83	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$16M		176k	89.03	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$15M		199k	75.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$12M		39k	307.86	View chart
Agnico (AEM)	0.4	$12M		69k	168.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$12M		126k	91.42	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$11M		321k	35.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$11M	-2%	17k	666.19	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$11M	-2%	77k	145.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$11M		125k	87.31	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$9.7M	+5%	304k	31.84	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$9.3M	+4%	44k	209.34	View chart
Amazon (AMZN)	0.3	$9.0M	-4%	41k	219.57	View chart
NVIDIA Corporation (NVDA)	0.3	$8.9M	-4%	48k	186.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$8.9M	-4%	18k	502.74	View chart
Eli Lilly & Co. (LLY)	0.3	$8.8M	-10%	12k	763.00	View chart
Harmony Gold Mining Sponsored Adr (HMY)	0.3	$8.7M		482k	18.15	View chart
Barrick Mng Corp Com Shs (B)	0.3	$8.5M		260k	32.77	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$8.0M		167k	47.98	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$7.8M	+3%	145k	54.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$7.3M		266k	27.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$7.2M	-6%	29k	243.10	View chart
Meta Platforms Cl A (META)	0.2	$7.1M	-7%	9.7k	734.39	View chart
Coeur Mng Com New (CDE)	0.2	$6.9M	+2%	379k	18.29	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$6.6M		145k	45.60	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$6.2M	+4%	149k	42.08	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$6.2M		86k	71.94	View chart
Exxon Mobil Corporation (XOM)	0.2	$5.9M	-3%	52k	112.75	View chart
Prologis (PLD)	0.2	$5.8M		51k	114.52	View chart
Wal-Mart Stores (WMT)	0.2	$5.8M	-12%	56k	103.06	View chart
Enterprise Financial Services (EFSC)	0.2	$5.6M		97k	57.98	View chart
Procter & Gamble Company (PG)	0.2	$5.2M	-4%	34k	153.65	View chart
Bank of America Corporation (BAC)	0.2	$5.0M	-7%	97k	51.59	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$4.9M	+41%	68k	71.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$4.9M	-13%	176k	27.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$4.8M	-2%	19k	254.28	View chart
Franco-Nevada Corporation (FNV)	0.1	$4.7M		21k	222.91	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$4.5M		41k	111.84	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.3M		65k	65.92	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.1M	-2%	11k	365.49	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$4.1M	-4%	8.5k	479.60	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$4.0M		86k	47.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$4.0M	-24%	6.7k	600.35	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$4.0M		122k	32.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$4.0M		16k	243.54	View chart
Abbvie (ABBV)	0.1	$4.0M	-4%	17k	231.55	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$4.0M		125k	31.53	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$3.7M		147k	25.31	View chart
Broadcom (AVGO)	0.1	$3.7M	-5%	11k	329.91	View chart
UnitedHealth (UNH)	0.1	$3.5M	-14%	10k	345.30	View chart
Tesla Motors (TSLA)	0.1	$3.4M	-13%	7.7k	444.72	View chart
Union Pacific Corporation (UNP)	0.1	$3.4M		14k	236.37	View chart
Ge Aerospace Com New (GE)	0.1	$3.4M	-7%	11k	300.81	View chart
McDonald's Corporation (MCD)	0.1	$3.4M		11k	303.88	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.4M		36k	92.98	View chart
Pepsi (PEP)	0.1	$3.3M		24k	140.44	View chart
Post Holdings Inc Common (POST)	0.1	$3.3M	-2%	30k	107.48	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$3.3M		48k	67.44	View chart
JPMorgan Chase & Co. (JPM)	0.1	$3.2M	-6%	10k	315.43	View chart
Commerce Bancshares (CBSH)	0.1	$3.1M		52k	59.76	View chart
Oracle Corporation (ORCL)	0.1	$3.0M	-9%	11k	281.24	View chart
Johnson & Johnson (JNJ)	0.1	$2.9M	-8%	16k	185.42	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.9M		20k	142.10	View chart
Abbott Laboratories (ABT)	0.1	$2.8M	-2%	21k	133.94	View chart
Alamos Gold Com Cl A (AGI)	0.1	$2.8M		81k	34.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.7M	-7%	5.8k	468.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.7M		34k	78.91	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$2.7M	+2%	35k	76.51	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.6M	-8%	4.6k	568.81	View chart
Pfizer (PFE)	0.1	$2.6M		102k	25.48	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$2.6M		36k	72.26	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.6M		6.4k	402.42	View chart
Imperial Oil Com New (IMO)	0.1	$2.5M		28k	90.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.5M	-29%	94k	26.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.5M	-15%	13k	186.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.5M	-6%	12k	208.72	View chart
Us Bancorp Del Com New (USB)	0.1	$2.4M		49k	48.33	View chart
Home Depot (HD)	0.1	$2.3M		5.8k	405.21	View chart
Reddit Cl A (RDDT)	0.1	$2.3M	-18%	10k	229.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.3M	-8%	19k	118.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.1M		7.1k	293.74	View chart
O'reilly Automotive (ORLY)	0.1	$2.1M		19k	107.81	View chart
Costco Wholesale Corporation (COST)	0.1	$2.1M	-22%	2.2k	925.52	View chart
International Business Machines (IBM)	0.1	$2.1M		7.3k	282.17	View chart
ESCO Technologies (ESE)	0.1	$2.0M		9.6k	211.11	View chart
Ge Vernova (GEV)	0.1	$2.0M	-6%	3.2k	614.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.9M	+2%	26k	73.46	View chart
Boeing Company (BA)	0.1	$1.9M	-14%	8.8k	215.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.9M	-38%	2.8k	669.25	View chart
Chevron Corporation (CVX)	0.1	$1.9M	+4%	12k	155.29	View chart
Visa Com Cl A (V)	0.1	$1.8M	-16%	5.3k	341.38	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.7M	-68%	17k	100.70	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$1.7M		29k	57.25	View chart
Pan American Silver Corp Can (PAAS)	0.1	$1.6M		42k	38.73	View chart
Royal Gold (RGLD)	0.1	$1.6M		8.1k	200.59	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.6M	+8%	23k	71.37	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.6M		12k	128.24	View chart
Ameren Corporation (AEE)	0.0	$1.6M	+4%	15k	104.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.6M	-7%	2.1k	746.67	View chart
Cisco Systems (CSCO)	0.0	$1.5M	-9%	22k	68.42	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$1.5M		2.00	754200.00	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$1.5M	+57%	12k	125.05	View chart
Netflix (NFLX)	0.0	$1.4M	-6%	1.2k	1198.93	View chart
Qualcomm (QCOM)	0.0	$1.4M	-2%	8.5k	166.36	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$1.4M	-21%	13k	106.78	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$1.4M		18k	75.74	View chart
American Centy Etf Tr Avantis Inflatin (AVIE)	0.0	$1.4M		22k	63.05	View chart
American Express Company (AXP)	0.0	$1.3M		4.0k	332.16	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.3M	-8%	7.3k	182.42	View chart
Caterpillar (CAT)	0.0	$1.3M		2.8k	477.20	View chart
Comcast Corp Cl A (CMCSA)	0.0	$1.3M	-11%	42k	31.42	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$1.3M	+21%	24k	53.03	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$1.3M		2.1k	596.03	View chart
Philip Morris International (PM)	0.0	$1.3M	-2%	7.8k	162.19	View chart
Automatic Data Processing (ADP)	0.0	$1.3M	-9%	4.3k	293.50	View chart
Wells Fargo & Company (WFC)	0.0	$1.2M		15k	83.82	View chart
Nextera Energy (NEE)	0.0	$1.2M		16k	75.49	View chart
At&t (T)	0.0	$1.2M	-5%	43k	28.24	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.2M	+153%	4.9k	246.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.2M		4.9k	241.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$1.1M	-55%	36k	31.91	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.1M	-2%	44k	25.71	View chart
Sandstorm Gold Com New (SAND)	0.0	$1.1M		90k	12.52	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$1.1M		3.4k	332.84	View chart
salesforce (CRM)	0.0	$1.1M	-19%	4.7k	237.00	View chart
Merck & Co (MRK)	0.0	$1.1M	-9%	13k	83.93	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$1.1M	-3%	12k	89.77	View chart
Stifel Financial (SF)	0.0	$1.0M		9.2k	113.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$1.0M	-6%	7.4k	140.96	View chart
Coca-Cola Company (KO)	0.0	$1.0M	-12%	16k	66.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.0M	-3%	15k	65.26	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.0	$999k	+6%	15k	67.55	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.0	$986k		14k	69.58	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$982k		13k	74.35	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$939k		12k	76.40	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$924k	-3%	3.1k	293.79	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$911k		27k	34.27	View chart
Raytheon Technologies Corp (RTX)	0.0	$879k	+3%	5.3k	167.33	View chart
Franklin Electric (FELE)	0.0	$851k	-10%	8.9k	95.20	View chart
Advanced Micro Devices (AMD)	0.0	$848k	+12%	5.2k	161.79	View chart
Amgen (AMGN)	0.0	$847k	-4%	3.0k	282.17	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$838k	-13%	5.9k	142.41	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$824k		17k	49.46	View chart
Calumet (CLMT)	0.0	$821k		45k	18.25	View chart
Booking Holdings (BKNG)	0.0	$805k	+2%	149.00	5399.27	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$802k		5.3k	150.87	View chart
Strategy Cl A New (MSTR)	0.0	$798k		2.5k	322.21	View chart
3M Company (MMM)	0.0	$798k		5.1k	155.18	View chart
Energizer Holdings (ENR)	0.0	$793k	-9%	32k	24.89	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$779k		9.3k	83.41	View chart
Colgate-Palmolive Company (CL)	0.0	$765k		9.6k	79.94	View chart
Palo Alto Networks (PANW)	0.0	$758k	-2%	3.7k	203.62	View chart
Yum! Brands (YUM)	0.0	$756k		5.0k	151.99	View chart
McKesson Corporation (MCK)	0.0	$750k		971.00	772.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$735k		5.3k	137.80	View chart
Ionis Pharmaceuticals (IONS)	0.0	$733k		11k	65.42	View chart
Reliance Steel & Aluminum (RS)	0.0	$726k		2.6k	280.85	View chart
Linde SHS (LIN)	0.0	$724k		1.5k	475.00	View chart
Verizon Communications (VZ)	0.0	$716k	-24%	16k	43.95	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$706k	+25%	11k	65.00	View chart
Goldman Sachs (GS)	0.0	$701k	-2%	880.00	795.99	View chart
Gilead Sciences (GILD)	0.0	$700k		6.3k	111.00	View chart
Hca Holdings (HCA)	0.0	$689k		1.6k	426.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$687k	-12%	5.7k	120.72	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$685k		2.5k	279.31	View chart
Texas Instruments Incorporated (TXN)	0.0	$684k	-6%	3.7k	183.73	View chart
Oklo Com Cl A (OKLO)	0.0	$680k		6.1k	111.63	View chart
Intuit (INTU)	0.0	$679k		994.00	682.91	View chart
TJX Companies (TJX)	0.0	$678k	-14%	4.7k	144.54	View chart
Regions Financial Corporation (RF)	0.0	$677k		26k	26.37	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$673k	-43%	23k	29.11	View chart
Immunitybio (IBRX)	0.0	$668k		272k	2.46	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$667k		11k	62.47	View chart
Danaher Corporation (DHR)	0.0	$665k	-6%	3.4k	198.26	View chart
Ecolab (ECL)	0.0	$660k	-3%	2.4k	273.86	View chart
Eaton Corp SHS (ETN)	0.0	$659k	+3%	1.8k	374.34	View chart
AFLAC Incorporated (AFL)	0.0	$642k		5.8k	111.70	View chart
Walt Disney Company (DIS)	0.0	$636k	-16%	5.6k	114.51	View chart
Chubb (CB)	0.0	$629k	-20%	2.2k	282.25	View chart
Edgewell Pers Care (EPC)	0.0	$628k	-10%	31k	20.36	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$618k		14k	43.42	View chart
Applied Materials (AMAT)	0.0	$600k		2.9k	204.75	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$593k	NEW	6.6k	89.37	View chart
Altria (MO)	0.0	$591k		8.9k	66.06	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$583k	NEW	7.4k	78.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$580k		25k	23.28	View chart
Corning Incorporated (GLW)	0.0	$557k	-24%	6.8k	82.03	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$545k	-9%	1.8k	297.70	View chart
Nike CL B (NKE)	0.0	$544k		7.8k	69.73	View chart
Shell Spon Ads (SHEL)	0.0	$535k		7.5k	71.53	View chart
Anthem (ELV)	0.0	$522k		1.6k	323.12	View chart
Cigna Corp (CI)	0.0	$521k	-5%	1.8k	288.31	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$520k		4.6k	113.88	View chart
Thermo Fisher Scientific (TMO)	0.0	$519k	+15%	1.1k	485.02	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$516k		50k	10.32	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$516k		12k	42.76	View chart
Woodward Governor Company (WWD)	0.0	$495k		2.0k	252.71	View chart
Norfolk Southern (NSC)	0.0	$493k		1.6k	300.41	View chart
Bristol Myers Squibb (BMY)	0.0	$493k		11k	45.10	View chart
Kinder Morgan (KMI)	0.0	$493k	-3%	17k	28.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$488k	-6%	2.3k	215.79	View chart
M&T Bank Corporation (MTB)	0.0	$485k		2.5k	197.62	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$483k	-2%	859.00	562.27	View chart
Corteva (CTVA)	0.0	$482k		7.1k	67.63	View chart
Wec Energy Group (WEC)	0.0	$477k		4.2k	114.59	View chart
Honeywell International (HON)	0.0	$472k	-2%	2.2k	210.50	View chart
Marathon Petroleum Corp (MPC)	0.0	$463k	-8%	2.4k	192.75	View chart
Unum (UNM)	0.0	$461k		5.9k	77.78	View chart
SYSCO Corporation (SYY)	0.0	$461k		5.6k	82.34	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$458k		988.00	463.52	View chart
Morgan Stanley Com New (MS)	0.0	$454k		2.9k	158.96	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$452k		8.1k	55.57	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$450k		1.2k	378.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$447k	-11%	15k	29.64	View chart
Micron Technology (MU)	0.0	$443k	+16%	2.6k	167.32	View chart
Lowe's Companies (LOW)	0.0	$441k	-14%	1.8k	251.31	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$437k		90k	4.88	View chart
Centene Corporation (CNC)	0.0	$424k	-4%	12k	35.68	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.0	$424k	-10%	4.1k	104.45	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$424k	-9%	4.4k	96.56	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$418k		5.8k	71.55	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$415k	+6%	9.2k	45.21	View chart
Southern Company (SO)	0.0	$413k		4.4k	94.77	View chart
Fastenal Company (FAST)	0.0	$408k	-20%	8.3k	49.04	View chart
Applovin Corp Com Cl A (APP)	0.0	$405k	NEW	564.00	718.54	View chart
AmerisourceBergen (COR)	0.0	$402k	NEW	1.3k	312.53	View chart
Coinbase Global Com Cl A (COIN)	0.0	$401k	-2%	1.2k	337.49	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.0	$400k		5.8k	68.89	View chart
Progressive Corporation (PGR)	0.0	$400k	-9%	1.6k	246.95	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$396k	-2%	9.3k	42.37	View chart
Servicenow (NOW)	0.0	$395k	-6%	429.00	920.28	View chart
Lockheed Martin Corporation (LMT)	0.0	$394k	-13%	789.00	499.21	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$391k	-41%	2.5k	155.87	View chart
Uber Technologies (UBER)	0.0	$388k	-16%	4.0k	97.97	View chart
Phillips 66 (PSX)	0.0	$388k	-18%	2.9k	136.02	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$388k		10k	37.77	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$386k		5.3k	73.57	View chart
Travelers Companies (TRV)	0.0	$382k		1.4k	279.22	View chart
AutoZone (AZO)	0.0	$382k		89.00	4290.24	View chart
Sempra Energy (SRE)	0.0	$377k		4.2k	89.99	View chart
BP Sponsored Adr (BP)	0.0	$372k	-6%	11k	34.46	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$366k		5.8k	63.57	View chart
FedEx Corporation (FDX)	0.0	$365k		1.5k	235.87	View chart
Kla Corp Com New (KLAC)	0.0	$365k	-4%	338.00	1078.60	View chart
Rockwell Automation (ROK)	0.0	$365k		1.0k	349.53	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$360k	+41%	24k	15.13	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$360k	+5%	11k	33.37	View chart
ConocoPhillips (COP)	0.0	$356k	-10%	3.8k	94.58	View chart
Enterprise Products Partners (EPD)	0.0	$353k		11k	31.27	View chart
Cardinal Health (CAH)	0.0	$334k		2.1k	156.96	View chart
Exelixis (EXEL)	0.0	$334k		8.1k	41.30	View chart
Waste Management (WM)	0.0	$333k	-10%	1.5k	220.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$333k	-17%	1.9k	174.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$332k	-42%	1.6k	203.65	View chart
D.R. Horton (DHI)	0.0	$331k	-4%	2.0k	169.50	View chart
Lam Research Corp Com New (LRCX)	0.0	$330k	-3%	2.5k	133.90	View chart
Royal Caribbean Cruises (RCL)	0.0	$330k	-2%	1.0k	323.58	View chart
Deere & Company (DE)	0.0	$326k	-10%	712.00	457.39	View chart
Blackrock N Y Mun Income Tru Sh Ben Int (BNY)	0.0	$325k		32k	10.12	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$323k		1.9k	170.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$322k	+6%	907.00	355.47	View chart
Marriott Intl Cl A (MAR)	0.0	$320k		1.2k	260.44	View chart
Main Street Capital Corporation (MAIN)	0.0	$320k		5.0k	63.59	View chart
Stryker Corporation (SYK)	0.0	$319k	-29%	862.00	369.67	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$317k	NEW	2.7k	118.44	View chart
Citigroup Com New (C)	0.0	$315k	-3%	3.1k	101.49	View chart
Unity Software (U)	0.0	$315k	NEW	7.9k	40.04	View chart
Blackrock (BLK)	0.0	$311k	-19%	267.00	1165.87	View chart
Rivernorth Opportunistic Mun (RMI)	0.0	$308k	NEW	21k	14.62	View chart
Bank of New York Mellon Corporation (BK)	0.0	$307k		2.8k	108.96	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.0	$304k		1.8k	172.75	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$303k		2.2k	137.74	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$302k	NEW	1.1k	281.86	View chart
United Rentals (URI)	0.0	$295k	-13%	309.00	954.66	View chart
Boston Scientific Corporation (BSX)	0.0	$295k	-3%	3.0k	97.63	View chart
S&p Global (SPGI)	0.0	$295k	-11%	605.00	486.71	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$290k		6.0k	48.19	View chart
Becton, Dickinson and (BDX)	0.0	$287k	+11%	1.5k	187.17	View chart
Illinois Tool Works (ITW)	0.0	$287k	-18%	1.1k	260.76	View chart
TransDigm Group Incorporated (TDG)	0.0	$286k		217.00	1318.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$285k	-6%	3.0k	93.38	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$284k		13k	22.65	View chart
Intel Corporation (INTC)	0.0	$279k	NEW	8.3k	33.55	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$278k		2.7k	103.19	View chart
Golub Capital BDC (GBDC)	0.0	$275k		20k	13.69	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$273k		1.9k	140.04	View chart
Kimberly-Clark Corporation (KMB)	0.0	$272k	-7%	2.2k	124.34	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$270k	-69%	3.0k	89.37	View chart
Trane Technologies SHS (TT)	0.0	$269k		638.00	421.96	View chart
Prudential Financial (PRU)	0.0	$269k		2.6k	103.74	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$265k	-8%	3.5k	75.09	View chart
Northrop Grumman Corporation (NOC)	0.0	$261k		429.00	609.03	View chart
Synopsys (SNPS)	0.0	$261k		529.00	493.39	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$260k		2.0k	130.25	View chart
Roper Industries (ROP)	0.0	$252k	-14%	506.00	498.69	View chart
Riot Blockchain (RIOT)	0.0	$251k		13k	19.03	View chart
Cme (CME)	0.0	$248k	+10%	917.00	270.19	View chart
Tractor Supply Company (TSCO)	0.0	$247k	-15%	4.3k	56.87	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$244k		4.1k	59.93	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.0	$244k		3.8k	65.07	View chart
Lincoln National Corporation (LNC)	0.0	$244k	-27%	6.0k	40.33	View chart
Volatility Shs Tr 2x Ether Etf New (ETHU)	0.0	$244k	NEW	1.9k	129.86	View chart
Cadence Design Systems (CDNS)	0.0	$240k	-4%	682.00	351.26	View chart
American Centy Etf Tr Avantis Cr Etf (AVGB)	0.0	$239k	NEW	4.7k	51.33	View chart
Capital One Financial (COF)	0.0	$239k	-12%	1.1k	212.58	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$238k	+139%	24k	9.94	View chart
Metropcs Communications (TMUS)	0.0	$235k	-5%	983.00	239.38	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.0	$232k	NEW	20k	11.59	View chart
Duke Energy Corp Com New (DUK)	0.0	$231k		1.9k	123.75	View chart
Adobe Systems Incorporated (ADBE)	0.0	$230k	-13%	652.00	352.75	View chart
Ares Capital Corporation (ARCC)	0.0	$228k		11k	20.41	View chart
Constellation Energy (CEG)	0.0	$228k	-4%	692.00	329.07	View chart
General Dynamics Corporation (GD)	0.0	$226k	-25%	664.00	341.00	View chart
Tortoise Capital Series Trus Energy Fd (TNGY)	0.0	$226k		25k	9.07	View chart
Marathon Digital Holdings In (MARA)	0.0	$225k	NEW	12k	18.26	View chart
Expedia Group Com New (EXPE)	0.0	$224k	-11%	1.0k	213.75	View chart
Biogen Idec (BIIB)	0.0	$224k		1.6k	140.08	View chart
Blackrock Muniyield Insured Fund (MYI)	0.0	$222k	NEW	20k	11.08	View chart
Rivernorth Flexible Municipal Incm Fd II (RFMZ)	0.0	$219k		17k	13.05	View chart
Charles Schwab Corporation (SCHW)	0.0	$219k	-29%	2.3k	95.47	View chart
Arista Networks Com Shs (ANET)	0.0	$218k	NEW	1.5k	145.71	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$217k	NEW	1.5k	143.18	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$217k	-65%	677.00	320.10	View chart
Ameriprise Financial (AMP)	0.0	$216k	-2%	440.00	491.25	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.0	$216k		3.4k	62.92	View chart
Axon Enterprise (AXON)	0.0	$215k	-4%	299.00	717.64	View chart
Amphenol Corp Cl A (APH)	0.0	$214k	NEW	1.7k	123.75	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$214k	+33%	7.1k	30.03	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.0	$213k	NEW	3.6k	59.37	View chart
Blackrock Munivest Fund II (MVT)	0.0	$213k		20k	10.63	View chart
Cummins (CMI)	0.0	$213k	NEW	503.00	422.37	View chart
American Tower Reit (AMT)	0.0	$211k	-23%	1.1k	192.32	View chart
Hut 8 Corp (HUT)	0.0	$209k	NEW	6.0k	34.81	View chart
Ford Motor Company (F)	0.0	$205k		17k	11.96	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$205k	NEW	1.4k	142.55	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$204k	NEW	4.7k	43.78	View chart
Motorola Solutions Com New (MSI)	0.0	$203k	NEW	443.00	457.29	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.0	$202k		20k	10.08	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$200k		22k	9.11	View chart
Aurora Innovation Class A Com (AUR)	0.0	$173k	+23%	32k	5.39	View chart
Cleanspark Com New (CLSK)	0.0	$161k		11k	14.50	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$141k		35k	4.03	View chart
BlackRock MuniHoldings Fund (MHD)	0.0	$118k		10k	11.75	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.0	$107k		10k	10.70	View chart
Digital Turbine Com New (APPS)	0.0	$96k		15k	6.40	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$95k		10k	9.50	View chart
Ellington Credit Company Com Shs Ben Int (EARN)	0.0	$82k		15k	5.45	View chart
Blackrock Tech And Private E Shs Ben Int (BTX)	0.0	$67k		10k	6.70	View chart
Hecla Mining Company (HL)	0.0	$53k	NEW	10k	5.30	View chart
Perpetua Resources (PPTA)	0.0	$47k	NEW	10k	4.67	View chart
Bit Digital SHS (BTBT)	0.0	$47k		16k	3.00	View chart
Genelux Corporation (GNLX)	0.0	$42k		10k	4.20	View chart
Uranium Energy (UEC)	0.0	$8.9k	NEW	10k	0.89	View chart
Gold Resource Corporation (GORO)	0.0	$6.9k	NEW	20k	0.34	View chart

Past Filings by Plancorp

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

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
Plancorp 2021 Q4 filed Feb. 11, 2022

View all past filings

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