Plan
Latest statistics and disclosures from Plancorp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, DFUS, DFUV, VTI, DFAX, and represent 48.45% of Plancorp's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$7.5M), DFAU (+$6.8M), DFAI, DFIV, SCHX, VOO, DFAE, EFV, PLD, VEA.
- Started 24 new stock positions in CDNS, TRV, GUNR, AMP, PLTR, RCL, AUR, DFGP, DE, EARN. TSM, BLK, CPRT, APPS, IXN, AGG, SCHW, COIN, DFCF, ISRG, SBUX, DFSD, DFAW, WM.
- Reduced shares in these 10 stocks: DFUS (-$11M), ITOT (-$5.7M), DFUV, DFAC, DFAS, DFAT, CMCSA, EMR, ESGU, VEU.
- Sold out of its positions in CARR, DUK, QBTS, Grayscale Ethereum Mini Tr E, Grayscale Bitcoin Mini Trust BTC, HCA, HIMX, EFA, LW, MKC. MCHP, MU, NAK, NOC, PPG, COWZ, SHEL, SIRI, VHT, VRTX.
- Plancorp was a net buyer of stock by $9.8M.
- Plancorp has $2.4B in assets under management (AUM), dropping by -0.64%.
- Central Index Key (CIK): 0001599579
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Portfolio Holdings for Plancorp
Plancorp holds 319 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 14.9 | $363M | 11M | 34.59 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 12.5 | $305M | -3% | 4.8M | 63.75 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 10.7 | $261M | 6.4M | 40.92 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.1 | $148M | +5% | 510k | 289.81 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.2 | $103M | 4.1M | 24.86 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 4.0 | $97M | +2% | 2.7M | 35.48 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 3.8 | $93M | 1.4M | 65.08 |
|
|
| Ishares Tr U S Equity Factr (LRGF) | 3.8 | $92M | 1.5M | 60.35 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.7 | $90M | 1.6M | 55.66 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.3 | $81M | 841k | 96.53 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.3 | $56M | 905k | 61.37 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 2.1 | $50M | 520k | 96.93 |
|
|
| Emerson Electric (EMR) | 1.7 | $40M | -2% | 326k | 123.93 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $33M | +5% | 62k | 538.81 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 1.3 | $32M | +26% | 795k | 40.49 |
|
| First Busey Corp Com New (BUSE) | 1.3 | $31M | 1.3M | 23.57 |
|
|
| Apple (AAPL) | 1.2 | $29M | +2% | 115k | 250.42 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.2 | $28M | +3% | 461k | 60.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $16M | +6% | 343k | 47.82 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.6 | $16M | +8% | 298k | 52.47 |
|
| Microsoft Corporation (MSFT) | 0.6 | $15M | +4% | 35k | 421.50 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.6 | $15M | +26% | 496k | 29.20 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.5 | $12M | -2% | 204k | 58.79 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $11M | -7% | 89k | 128.82 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.5 | $11M | 173k | 65.08 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $11M | 122k | 89.08 |
|
|
| Prologis (PLD) | 0.4 | $11M | +10% | 102k | 105.70 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $9.7M | 13k | 771.99 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.4 | $9.4M | -4% | 346k | 27.11 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $9.3M | -37% | 72k | 128.62 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $7.8M | +5% | 17k | 453.28 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $7.7M | +2% | 41k | 189.98 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $7.2M | 103k | 70.28 |
|
|
| Amazon (AMZN) | 0.3 | $6.7M | +4% | 31k | 219.39 |
|
| American Centy Etf Tr Core Muni Fxd In (AVMU) | 0.3 | $6.7M | 144k | 46.13 |
|
|
| NVIDIA Corporation (NVDA) | 0.3 | $6.6M | +6% | 49k | 134.29 |
|
| UnitedHealth (UNH) | 0.3 | $6.5M | +15% | 13k | 505.87 |
|
| Procter & Gamble Company (PG) | 0.3 | $6.1M | +4% | 36k | 167.65 |
|
| Meta Platforms Cl A (META) | 0.2 | $6.0M | -5% | 10k | 585.51 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $5.8M | +2% | 54k | 107.57 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.2 | $5.7M | 142k | 40.57 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $5.7M | +6% | 129k | 44.04 |
|
| Agnico (AEM) | 0.2 | $5.6M | -8% | 72k | 78.21 |
|
| Wal-Mart Stores (WMT) | 0.2 | $4.9M | 54k | 90.35 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $4.8M | +12% | 26k | 189.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $4.8M | 9.4k | 511.24 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $4.3M | 98k | 43.95 |
|
|
| Barrick Gold Corp (GOLD) | 0.2 | $4.0M | -4% | 260k | 15.50 |
|
| American Centy Etf Tr Avantis Shfxdinc (AVSF) | 0.2 | $4.0M | 86k | 46.14 |
|
|
| Tesla Motors (TSLA) | 0.2 | $4.0M | +4% | 9.8k | 403.84 |
|
| Harmony Gold Mining Sponsored Adr (HMY) | 0.2 | $3.8M | 468k | 8.21 |
|
|
| Pepsi (PEP) | 0.2 | $3.7M | +2% | 25k | 152.06 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.7M | 6.3k | 586.11 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $3.6M | 147k | 24.70 |
|
|
| Post Holdings Inc Common (POST) | 0.1 | $3.5M | 31k | 114.46 |
|
|
| Commerce Bancshares (CBSH) | 0.1 | $3.5M | +5% | 55k | 62.31 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.4M | -2% | 11k | 322.15 |
|
| Enterprise Financial Services (EFSC) | 0.1 | $3.3M | -7% | 59k | 56.40 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $3.2M | +97% | 125k | 25.37 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $3.1M | 41k | 76.14 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $3.1M | 13k | 228.04 |
|
|
| Abbvie (ABBV) | 0.1 | $2.9M | +8% | 17k | 177.70 |
|
| McDonald's Corporation (MCD) | 0.1 | $2.9M | +5% | 9.9k | 289.88 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $2.9M | 55k | 52.22 |
|
|
| Imperial Oil Com New (IMO) | 0.1 | $2.8M | 46k | 61.60 |
|
|
| Merck & Co (MRK) | 0.1 | $2.8M | +27% | 28k | 99.48 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.8M | 3.0k | 916.36 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.7M | -2% | 4.5k | 588.64 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.6M | +201% | 114k | 23.18 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.6M | 20k | 131.29 |
|
|
| Pfizer (PFE) | 0.1 | $2.6M | +3% | 98k | 26.53 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.6M | 6.3k | 410.41 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.5M | 15k | 169.30 |
|
|
| Franco-Nevada Corporation (FNV) | 0.1 | $2.5M | 21k | 117.59 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $2.5M | 13k | 198.19 |
|
|
| American Centy Etf Tr International Lr (AVIV) | 0.1 | $2.5M | 47k | 51.90 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.5M | 32k | 77.27 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $2.4M | +12% | 22k | 113.11 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $2.4M | 36k | 66.77 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $2.4M | +16% | 9.8k | 239.71 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.2M | 19k | 115.22 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $2.2M | +2% | 15k | 144.62 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $2.2M | 6.4k | 343.41 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.2M | 45k | 47.83 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $2.2M | 38k | 56.24 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.1M | +20% | 11k | 190.44 |
|
| Reddit Cl A (RDDT) | 0.1 | $2.1M | 13k | 163.44 |
|
|
| Home Depot (HD) | 0.1 | $2.0M | +5% | 5.1k | 389.00 |
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 0.1 | $2.0M | 29k | 67.55 |
|
|
| Boeing Company (BA) | 0.1 | $1.9M | 11k | 177.00 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.9M | 4.8k | 401.58 |
|
|
| Broadcom (AVGO) | 0.1 | $1.9M | +21% | 8.2k | 231.84 |
|
| salesforce (CRM) | 0.1 | $1.9M | +10% | 5.6k | 334.33 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.8M | -10% | 11k | 166.79 |
|
| Visa Com Cl A (V) | 0.1 | $1.7M | +10% | 5.4k | 316.04 |
|
| Coeur Mng Com New (CDE) | 0.1 | $1.7M | 299k | 5.72 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $1.7M | +9% | 6.2k | 269.70 |
|
| International Business Machines (IBM) | 0.1 | $1.6M | 7.3k | 219.83 |
|
|
| Chevron Corporation (CVX) | 0.1 | $1.6M | +6% | 11k | 144.84 |
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 0.1 | $1.6M | 29k | 54.36 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $1.5M | 1.3k | 1185.80 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.5M | +12% | 8.9k | 166.64 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.4M | -2% | 2.7k | 526.60 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $1.4M | 13k | 105.48 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.4M | -50% | 37k | 37.53 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.4M | 23k | 58.93 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.4M | +193% | 49k | 27.32 |
|
| ESCO Technologies (ESE) | 0.1 | $1.3M | 9.6k | 133.21 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.3M | +300% | 46k | 27.87 |
|
| Energizer Holdings (ENR) | 0.1 | $1.2M | -27% | 36k | 34.89 |
|
| American Centy Etf Tr Avantis Inflatin (AVIE) | 0.1 | $1.2M | 20k | 60.14 |
|
|
| Ameren Corporation (AEE) | 0.1 | $1.2M | +22% | 14k | 89.14 |
|
| Cisco Systems (CSCO) | 0.0 | $1.2M | +9% | 20k | 59.20 |
|
| Qualcomm (QCOM) | 0.0 | $1.2M | +3% | 7.8k | 153.62 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $1.2M | 18k | 64.62 |
|
|
| Edgewell Pers Care (EPC) | 0.0 | $1.2M | -26% | 34k | 33.60 |
|
| Nextera Energy (NEE) | 0.0 | $1.1M | +6% | 16k | 71.69 |
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $1.1M | 62k | 18.44 |
|
|
| American Express Company (AXP) | 0.0 | $1.1M | +17% | 3.8k | 296.79 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.1M | +14% | 4.3k | 264.15 |
|
| Pan American Silver Corp Can (PAAS) | 0.0 | $1.1M | 55k | 20.22 |
|
|
| Netflix (NFLX) | 0.0 | $1.1M | 1.2k | 891.32 |
|
|
| Royal Gold (RGLD) | 0.0 | $1.1M | 8.1k | 131.86 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $1.0M | +9% | 15k | 70.24 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $1.0M | 13k | 81.25 |
|
|
| Ge Vernova (GEV) | 0.0 | $1.0M | -10% | 3.1k | 328.93 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $1.0M | 20k | 51.70 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $1.0M | +4% | 3.5k | 292.73 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.0M | +103% | 39k | 25.86 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $996k | 7.8k | 127.59 |
|
|
| Calumet (CLMT) | 0.0 | $991k | 45k | 22.02 |
|
|
| Franklin Electric (FELE) | 0.0 | $978k | 10k | 97.45 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $975k | 3.4k | 288.85 |
|
|
| Danaher Corporation (DHR) | 0.0 | $929k | +9% | 4.0k | 229.55 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $925k | -47% | 16k | 57.41 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $910k | 1.5k | 621.76 |
|
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $901k | -36% | 12k | 74.02 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $897k | +25% | 8.5k | 105.61 |
|
| Caterpillar (CAT) | 0.0 | $891k | +26% | 2.5k | 362.79 |
|
| Verizon Communications (VZ) | 0.0 | $869k | 22k | 39.99 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $867k | -5% | 3.4k | 253.75 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $865k | 9.5k | 90.91 |
|
|
| American Centy Etf Tr Avantis Us Mid C (AVMC) | 0.0 | $843k | 13k | 64.99 |
|
|
| Philip Morris International (PM) | 0.0 | $836k | +9% | 6.9k | 120.36 |
|
| At&t (T) | 0.0 | $833k | -19% | 37k | 22.77 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $813k | +2% | 17k | 49.05 |
|
| Coca-Cola Company (KO) | 0.0 | $812k | +9% | 13k | 62.26 |
|
| Amgen (AMGN) | 0.0 | $790k | +7% | 3.0k | 260.68 |
|
| Centene Corporation (CNC) | 0.0 | $781k | 13k | 60.58 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $778k | +43% | 4.1k | 187.51 |
|
| Cigna Corp (CI) | 0.0 | $756k | 2.7k | 276.17 |
|
|
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $755k | 27k | 28.02 |
|
|
| Walt Disney Company (DIS) | 0.0 | $730k | +7% | 6.6k | 111.36 |
|
| Nike CL B (NKE) | 0.0 | $728k | +13% | 9.6k | 75.67 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $724k | -2% | 12k | 62.31 |
|
| Chubb (CB) | 0.0 | $719k | +8% | 2.6k | 276.30 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $719k | +9% | 2.5k | 289.62 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $689k | +200% | 30k | 22.70 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $667k | +16% | 12k | 56.56 |
|
| American Centy Etf Tr Avantis Intl Sml (AVDS) | 0.0 | $667k | 13k | 51.83 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $658k | 6.5k | 101.53 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.0 | $652k | -2% | 4.5k | 144.61 |
|
| Macerich Company (MAC) | 0.0 | $648k | -33% | 33k | 19.92 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $645k | +12% | 9.5k | 67.50 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $640k | -2% | 899.00 | 712.33 |
|
| 3M Company (MMM) | 0.0 | $635k | -4% | 4.9k | 129.09 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $628k | +17% | 2.6k | 240.28 |
|
| Advanced Micro Devices (AMD) | 0.0 | $620k | +2% | 5.1k | 120.79 |
|
| Shopify Cl A (SHOP) | 0.0 | $605k | 5.7k | 106.33 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $595k | 25k | 23.52 |
|
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $592k | +12% | 88k | 6.76 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $590k | +8% | 1.7k | 351.83 |
|
| AFLAC Incorporated (AFL) | 0.0 | $586k | 5.7k | 103.44 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $585k | +3% | 2.0k | 287.85 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $581k | +199% | 22k | 26.07 |
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.0 | $580k | 8.0k | 72.37 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $579k | +5% | 2.6k | 220.96 |
|
| Anthem (ELV) | 0.0 | $577k | -3% | 1.6k | 368.90 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $571k | +3% | 1.0k | 569.58 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $567k | 2.0k | 280.13 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $565k | +67% | 2.9k | 195.83 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $562k | +6% | 9.4k | 59.73 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $560k | +9% | 4.8k | 115.72 |
|
| Gilead Sciences (GILD) | 0.0 | $559k | +2% | 6.1k | 92.37 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $559k | 2.9k | 190.91 |
|
|
| Intuit (INTU) | 0.0 | $559k | +2% | 889.00 | 628.50 |
|
| McKesson Corporation (MCK) | 0.0 | $559k | 980.00 | 569.91 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $556k | NEW | 7.4k | 75.63 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $549k | -2% | 16k | 33.39 |
|
| Digitalocean Hldgs (DOCN) | 0.0 | $548k | 16k | 34.07 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $541k | 2.0k | 269.22 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $522k | 2.8k | 185.16 |
|
|
| TJX Companies (TJX) | 0.0 | $519k | +46% | 4.3k | 120.81 |
|
| Eaton Corp SHS (ETN) | 0.0 | $504k | 1.5k | 331.98 |
|
|
| Linde SHS (LIN) | 0.0 | $502k | +3% | 1.2k | 418.67 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $501k | 1.2k | 425.37 |
|
|
| Lowe's Companies (LOW) | 0.0 | $495k | +17% | 2.0k | 246.80 |
|
| Honeywell International (HON) | 0.0 | $483k | 2.1k | 225.89 |
|
|
| Kinder Morgan (KMI) | 0.0 | $482k | 18k | 27.40 |
|
|
| AutoZone (AZO) | 0.0 | $480k | +4% | 150.00 | 3202.00 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $475k | 4.2k | 113.61 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $471k | 15k | 31.36 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $469k | 4.8k | 97.31 |
|
|
| PNC Financial Services (PNC) | 0.0 | $467k | +3% | 2.4k | 192.85 |
|
| Applied Materials (AMAT) | 0.0 | $462k | 2.8k | 162.63 |
|
|
| General Mills (GIS) | 0.0 | $454k | 7.1k | 63.77 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $454k | 2.4k | 188.01 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $448k | 921.00 | 485.94 |
|
|
| FedEx Corporation (FDX) | 0.0 | $431k | +3% | 1.5k | 281.41 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $426k | 4.8k | 88.40 |
|
|
| Corning Incorporated (GLW) | 0.0 | $425k | +2% | 9.0k | 47.52 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $421k | -3% | 2.6k | 161.78 |
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $404k | 5.4k | 75.34 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $404k | +200% | 15k | 27.71 |
|
| Altria (MO) | 0.0 | $400k | +10% | 7.7k | 52.29 |
|
| Corteva (CTVA) | 0.0 | $399k | 7.0k | 56.96 |
|
|
| ConocoPhillips (COP) | 0.0 | $399k | +2% | 4.0k | 99.18 |
|
| Ionis Pharmaceuticals (IONS) | 0.0 | $389k | 11k | 34.96 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $388k | +18% | 1.3k | 290.04 |
|
| Goldman Sachs (GS) | 0.0 | $385k | 672.00 | 572.93 |
|
|
| Wec Energy Group (WEC) | 0.0 | $384k | 4.1k | 94.04 |
|
|
| Dimensional Etf Trust World Equity Etf (DFAW) | 0.0 | $382k | NEW | 6.1k | 62.46 |
|
| Norfolk Southern (NSC) | 0.0 | $372k | +21% | 1.6k | 234.70 |
|
| Palo Alto Networks (PANW) | 0.0 | $371k | +102% | 2.0k | 181.96 |
|
| BP Sponsored Adr (BP) | 0.0 | $370k | +10% | 13k | 29.56 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $367k | 4.0k | 92.66 |
|
|
| Fastenal Company (FAST) | 0.0 | $367k | 5.1k | 71.91 |
|
|
| Yum! Brands (YUM) | 0.0 | $366k | +20% | 2.7k | 134.18 |
|
| Phillips 66 (PSX) | 0.0 | $364k | +11% | 3.2k | 113.92 |
|
| Sempra Energy (SRE) | 0.0 | $354k | +2% | 4.0k | 87.71 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $348k | 1.0k | 334.25 |
|
|
| American Centy Etf Tr Avantis Respon U (AVSU) | 0.0 | $347k | 5.3k | 66.12 |
|
|
| Stryker Corporation (SYK) | 0.0 | $339k | +27% | 941.00 | 360.05 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $333k | +2% | 1.2k | 278.94 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $328k | 6.2k | 53.05 |
|
|
| Target Corporation (TGT) | 0.0 | $327k | +2% | 2.4k | 135.19 |
|
| Becton, Dickinson and (BDX) | 0.0 | $327k | +8% | 1.4k | 226.87 |
|
| Servicenow (NOW) | 0.0 | $327k | +4% | 308.00 | 1060.12 |
|
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.0 | $325k | 5.8k | 55.68 |
|
|
| Woodward Governor Company (WWD) | 0.0 | $323k | 1.9k | 166.42 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $322k | +5% | 2.6k | 125.72 |
|
| Roper Industries (ROP) | 0.0 | $321k | 617.00 | 519.85 |
|
|
| Sandstorm Gold Com New (SAND) | 0.0 | $319k | 57k | 5.58 |
|
|
| S&p Global (SPGI) | 0.0 | $316k | +60% | 635.00 | 498.03 |
|
| Cardinal Health (CAH) | 0.0 | $315k | 2.7k | 118.27 |
|
|
| Southern Company (SO) | 0.0 | $313k | -2% | 3.8k | 82.32 |
|
| Progressive Corporation (PGR) | 0.0 | $312k | +6% | 1.3k | 239.61 |
|
| American Centy Etf Tr Avantis Us Mid C (AVMV) | 0.0 | $310k | 4.8k | 65.28 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $301k | +21% | 2.4k | 126.08 |
|
| Rockwell Automation (ROK) | 0.0 | $300k | +2% | 1.0k | 285.79 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $299k | +12% | 2.3k | 131.04 |
|
| Prudential Financial (PRU) | 0.0 | $298k | 2.5k | 118.52 |
|
|
| Travelers Companies (TRV) | 0.0 | $298k | NEW | 1.2k | 240.89 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $294k | +20% | 8.7k | 33.79 |
|
| American Centy Etf Tr Avantis Responsi (AVSE) | 0.0 | $290k | 5.8k | 50.43 |
|
|
| AmerisourceBergen (COR) | 0.0 | $288k | 1.3k | 224.68 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $287k | +5% | 1.7k | 172.42 |
|
| Ecolab (ECL) | 0.0 | $286k | 1.2k | 234.32 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $281k | 2.3k | 124.91 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $278k | +37% | 1.1k | 253.56 |
|
| D.R. Horton (DHI) | 0.0 | $278k | +15% | 2.0k | 139.83 |
|
| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.0 | $277k | 13k | 21.65 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $276k | 2.6k | 106.55 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $276k | -24% | 530.00 | 520.23 |
|
| Starbucks Corporation (SBUX) | 0.0 | $269k | NEW | 2.9k | 91.25 |
|
| United Rentals (URI) | 0.0 | $268k | +3% | 381.00 | 704.44 |
|
| Exelixis (EXEL) | 0.0 | $265k | 8.0k | 33.30 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $262k | 8.2k | 31.71 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $256k | -8% | 576.00 | 444.68 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $256k | +2% | 202.00 | 1267.28 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $255k | NEW | 1.3k | 197.42 |
|
| Blackrock (BLK) | 0.0 | $253k | NEW | 247.00 | 1025.11 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $253k | 1.9k | 132.09 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $251k | 9.5k | 26.33 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $250k | +5% | 2.8k | 89.32 |
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $249k | 1.8k | 141.23 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $245k | NEW | 2.5k | 96.92 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $245k | -17% | 3.1k | 78.19 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $242k | +2% | 1.7k | 139.50 |
|
| Synopsys (SNPS) | 0.0 | $242k | 498.00 | 485.36 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $239k | 2.6k | 92.58 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $237k | NEW | 5.7k | 41.27 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $236k | NEW | 949.00 | 248.30 |
|
| Trane Technologies SHS (TT) | 0.0 | $235k | +3% | 637.00 | 369.35 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $235k | +101% | 13k | 18.50 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $234k | +15% | 5.6k | 41.61 |
|
| Biogen Idec (BIIB) | 0.0 | $233k | 1.5k | 152.92 |
|
|
| Analog Devices (ADI) | 0.0 | $231k | -20% | 1.1k | 212.46 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $231k | -5% | 1.8k | 126.75 |
|
| Dimensional Etf Trust Global Core Plus (DFGP) | 0.0 | $231k | NEW | 4.4k | 52.83 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $230k | NEW | 4.9k | 46.88 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $229k | 115.00 | 1990.93 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $228k | 1.9k | 117.53 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $228k | 2.7k | 85.35 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $228k | NEW | 2.7k | 84.74 |
|
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $227k | NEW | 6.2k | 36.36 |
|
| Canadian Natural Resources (CNQ) | 0.0 | $226k | 7.3k | 30.87 |
|
|
| Waste Management (WM) | 0.0 | $225k | NEW | 1.1k | 201.79 |
|
| Deere & Company (DE) | 0.0 | $225k | NEW | 530.00 | 423.98 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $224k | NEW | 430.00 | 521.96 |
|
| Ameriprise Financial (AMP) | 0.0 | $224k | NEW | 421.00 | 532.43 |
|
| American Centy Etf Tr Avantis Moderat (AVMA) | 0.0 | $218k | 3.8k | 58.14 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $218k | NEW | 945.00 | 230.69 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $218k | +28% | 2.5k | 86.02 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $214k | NEW | 2.9k | 74.01 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.0 | $212k | 2.8k | 75.81 |
|
|
| Copart (CPRT) | 0.0 | $205k | NEW | 3.6k | 57.39 |
|
| Cadence Design Systems (CDNS) | 0.0 | $204k | NEW | 680.00 | 300.46 |
|
| American Centy Etf Tr Avantis Emerging (AVXC) | 0.0 | $202k | 4.1k | 49.54 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $201k | 319.00 | 630.12 |
|
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $182k | +57% | 22k | 8.28 |
|
| Ford Motor Company (F) | 0.0 | $165k | +22% | 17k | 9.90 |
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $164k | NEW | 26k | 6.30 |
|
| Riot Blockchain (RIOT) | 0.0 | $136k | +18% | 13k | 10.21 |
|
| Ellington Credit Company Com Shs Ben Int (EARN) | 0.0 | $100k | NEW | 15k | 6.62 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $98k | 10k | 9.81 |
|
|
| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $57k | +90% | 20k | 2.85 |
|
| Digital Turbine Com New (APPS) | 0.0 | $36k | NEW | 21k | 1.69 |
|
| Genelux Corporation (GNLX) | 0.0 | $24k | -45% | 10k | 2.36 |
|
Past Filings by Plancorp
SEC 13F filings are viewable for Plancorp going back to 2013
- 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
- Plancorp 2021 Q3 filed Nov. 15, 2021
- Plancorp 2021 Q2 filed Aug. 13, 2021
- Plancorp 2021 Q1 filed May 14, 2021