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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 45.60% of Plancorp's stock portfolio.
Added to shares of these 10 stocks: VTI (+$30M), DFIC (+$15M), AVUV (+$13M), LRGF (+$7.9M), DFIV (+$5.1M), DFEM (+$5.0M), ITOT, DFAW, SGOV, VOO.
Started 31 new stock positions in DELL, VPU, PFG, NEM, LNG, PPG, MQY, PYPL, SCHP, IBDV.
Reduced shares in these 10 stocks: DFUV (-$8.1M), DFAC, DFUS, EMR, DFAT, DFAS, DFAX, AEM, B, AAUS.
Sold out of its positions in ADBE, AMP, BNY, MVT, MYI, BX, CDNS, COF, CEG, GEHC. ISRG, ROP, SPYV, NOW, TSCO, VSS, ACN, LYB.
Plancorp was a net buyer of stock by $68M.
Plancorp has $3.5B in assets under management (AUM), dropping by 6.31%.
Central Index Key (CIK): 0001599579

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Portfolio Holdings for Plancorp

Plancorp holds 378 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	11.9	$419M		10M	40.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	10.7	$375M	+8%	1.1M	335.05	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	9.4	$330M		4.5M	74.06	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	7.9	$278M	-2%	5.6M	49.94	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.7	$202M	+2%	3.7M	55.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.8	$169M	+8%	1.5M	114.73	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	4.0	$142M		3.9M	35.92	View chart
Ishares Tr U S Equity Factr (LRGF)	3.9	$136M	+6%	2.0M	68.63	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.7	$131M	+13%	3.5M	37.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.7	$94M	-2%	1.3M	74.14	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.6	$90M	-3%	1.4M	64.61	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.2	$77M		865k	89.45	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.7	$61M		528k	116.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$42M	+3%	67k	624.60	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.2	$41M	+14%	1.1M	36.79	View chart
Emerson Electric (EMR)	1.1	$39M	-7%	272k	143.77	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.1	$37M		793k	47.05	View chart
Ea Series Trust Alpha Architect (AAUS)	1.1	$37M		682k	54.58	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$34M		414k	82.81	View chart
Apple (AAPL)	0.9	$31M		118k	260.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$25M	+2%	369k	67.74	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$25M		602k	40.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$24M	+17%	162k	148.68	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$20M		251k	77.73	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$19M		176k	105.53	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$17M		199k	85.96	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.4	$14M	+32%	175k	77.06	View chart
Agnico (AEM)	0.4	$13M	-10%	61k	218.75	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$13M		318k	41.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$13M	+3%	137k	92.98	View chart
Microsoft Corporation (MSFT)	0.4	$13M	-3%	34k	370.87	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$12M	+2%	17k	679.45	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$12M		327k	36.14	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$12M		123k	95.32	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$12M		37k	312.12	View chart
Eli Lilly & Co. (LLY)	0.3	$11M		11k	939.47	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$11M		72k	147.48	View chart
Amazon (AMZN)	0.3	$10M	+4%	43k	238.38	View chart
Barrick Mng Corp Com Shs (B)	0.3	$10M	-8%	236k	43.55	View chart
NVIDIA Corporation (NVDA)	0.3	$10M	+8%	53k	188.63	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$9.9M	+8%	46k	214.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$9.2M		29k	317.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$8.6M		18k	479.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$8.5M	+5%	150k	56.75	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$8.5M		176k	48.26	View chart
Harmony Gold Mng Sponsored Adr (HMY)	0.2	$7.8M	-2%	468k	16.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$7.7M		251k	30.56	View chart
Coeur Mng Com New (CDE)	0.2	$7.5M		369k	20.24	View chart
Wal-Mart Stores (WMT)	0.2	$6.9M		55k	126.77	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$6.7M		145k	46.10	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.2	$6.5M		86k	75.05	View chart
Prologis (PLD)	0.2	$6.3M		46k	137.19	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.2	$6.2M		149k	41.59	View chart
Exxon Mobil Corporation (XOM)	0.2	$6.1M		40k	152.51	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$5.7M	-2%	39k	144.84	View chart
Meta Platforms Cl A (META)	0.2	$5.6M		8.9k	629.87	View chart
Enterprise Financial Services (EFSC)	0.2	$5.4M		93k	57.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.4M	+5%	17k	315.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$5.2M		19k	272.10	View chart
Franco-Nevada Corporation (FNV)	0.1	$5.1M	-2%	20k	261.55	View chart
Bank of America Corporation (BAC)	0.1	$5.0M		96k	52.54	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$4.9M	-8%	161k	30.68	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$4.9M	+130%	49k	100.50	View chart
Imperial Oil Com New (IMO)	0.1	$4.8M	+33%	37k	129.18	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.5M	-7%	61k	74.25	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$4.5M		126k	36.06	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$4.5M		123k	36.73	View chart
Broadcom (AVGO)	0.1	$4.4M	+2%	12k	371.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$4.1M	+7%	6.7k	611.03	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$4.0M		86k	46.71	View chart
Alamos Gold Com Cl A (AGI)	0.1	$3.9M		81k	48.48	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$3.9M		49k	78.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.8M		10k	372.04	View chart
Johnson & Johnson (JNJ)	0.1	$3.8M		16k	238.45	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$3.7M		147k	25.04	View chart
Royal Gold (RGLD)	0.1	$3.7M		14k	266.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$3.7M	-3%	7.9k	461.11	View chart
Abbvie (ABBV)	0.1	$3.6M		17k	207.94	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$3.5M		35k	100.65	View chart
Union Pacific Corporation (UNP)	0.1	$3.3M		13k	250.50	View chart
Procter & Gamble Company (PG)	0.1	$3.2M	-2%	22k	145.16	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.1M		20k	152.44	View chart
Post Holdings Inc Common (POST)	0.1	$3.1M		30k	101.02	View chart
JPMorgan Chase & Co. (JPM)	0.1	$3.1M	+2%	9.8k	309.87	View chart
UnitedHealth (UNH)	0.1	$3.0M	-2%	9.9k	304.32	View chart
ESCO Technologies (ESE)	0.1	$3.0M		9.6k	310.59	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$3.0M		36k	83.57	View chart
Immunitybio (IBRX)	0.1	$3.0M	+50%	408k	7.28	View chart
McDonald's Corporation (MCD)	0.1	$2.9M	-11%	9.6k	305.67	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.1	$2.9M	+3%	36k	81.01	View chart
Tesla Motors (TSLA)	0.1	$2.8M	+2%	7.9k	348.95	View chart
Commerce Bancshares (CBSH)	0.1	$2.7M		54k	50.48	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.7M		34k	78.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.6M		12k	224.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.6M		5.8k	446.24	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.6M		13k	201.31	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.5M		6.4k	387.61	View chart
Pan American Silver Corp Can (PAAS)	0.1	$2.4M		42k	57.64	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.4M	-4%	89k	26.76	View chart
Us Bancorp Com New (USB)	0.1	$2.4M	-3%	43k	55.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.4M	+2%	18k	130.19	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.3M	+6%	28k	81.27	View chart
Boeing Company (BA)	0.1	$2.2M	+4%	10k	217.63	View chart
Caterpillar (CAT)	0.1	$2.2M		2.8k	790.67	View chart
Costco Wholesale Corporation (COST)	0.1	$2.2M		2.2k	998.33	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.2M	-4%	4.4k	498.60	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$2.2M	+36%	28k	77.44	View chart
Ge Aerospace Com New (GE)	0.1	$2.2M	-12%	7.0k	308.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.1M		7.1k	296.72	View chart
Abbott Laboratories (ABT)	0.1	$2.0M	-5%	20k	100.30	View chart
Chevron Corporation (CVX)	0.1	$2.0M	-2%	11k	188.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$2.0M		2.9k	682.59	View chart
Ge Vernova (GEV)	0.1	$1.9M	-11%	2.0k	991.17	View chart
Pepsi (PEP)	0.1	$1.9M		12k	157.06	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$1.9M		30k	65.32	View chart
Pfizer (PFE)	0.1	$1.9M	-14%	71k	26.92	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.9M		12k	154.05	View chart
Netflix (NFLX)	0.1	$1.9M	+53%	18k	103.01	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.8M		23k	79.21	View chart
O'reilly Automotive (ORLY)	0.1	$1.8M		19k	93.01	View chart
Cisco Systems (CSCO)	0.1	$1.8M	+3%	22k	82.22	View chart
Home Depot (HD)	0.0	$1.7M	-2%	5.2k	337.33	View chart
Merck & Co (MRK)	0.0	$1.6M	+5%	13k	121.42	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.6M		2.1k	743.25	View chart
American Centy Etf Tr Avantis Inflatin (AVIE)	0.0	$1.6M		22k	72.46	View chart
Visa Com Cl A (V)	0.0	$1.5M	-7%	5.0k	304.35	View chart
Nextera Energy (NEE)	0.0	$1.5M		16k	94.08	View chart
Calumet (CLMT)	0.0	$1.5M		45k	33.65	View chart
International Business Machines (IBM)	0.0	$1.5M	-5%	6.4k	230.75	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$1.4M		18k	79.36	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$1.4M		2.00	720003.00	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$1.4M	-10%	4.8k	295.10	View chart
Oracle Corporation (ORCL)	0.0	$1.4M		10k	138.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$1.4M		13k	106.56	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$1.4M		2.1k	643.10	View chart
Coca-Cola Company (KO)	0.0	$1.4M	+11%	18k	77.47	View chart
Advanced Micro Devices (AMD)	0.0	$1.3M		5.5k	245.04	View chart
Ameren Corporation (AEE)	0.0	$1.3M	-2%	12k	113.45	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$1.3M	+3%	25k	52.52	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.3M	+3%	5.0k	261.30	View chart
Micron Technology (MU)	0.0	$1.3M	+11%	3.1k	420.62	View chart
Wells Fargo & Company (WFC)	0.0	$1.3M		15k	85.40	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.0	$1.2M	+8%	16k	76.17	View chart
American Express Company (AXP)	0.0	$1.2M		3.9k	313.50	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.0	$1.2M	+11%	16k	74.76	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$1.2M		12k	99.39	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$1.2M		3.5k	333.22	View chart
Comcast Corp Cl A (CMCSA)	0.0	$1.2M	+5%	41k	27.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$1.1M		7.4k	152.06	View chart
Applied Materials (AMAT)	0.0	$1.1M	-6%	2.8k	399.52	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.1M		5.4k	201.55	View chart
Stifel Financial (SF)	0.0	$1.1M	+49%	14k	77.24	View chart
Reddit Cl A (RDDT)	0.0	$1.1M	-20%	7.6k	139.73	View chart
At&t (T)	0.0	$1.1M	-2%	40k	26.46	View chart
Amgen (AMGN)	0.0	$1.1M		3.0k	351.00	View chart
Colgate-Palmolive Company (CL)	0.0	$1.0M	+29%	12k	84.34	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$1.0M	-12%	13k	78.41	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$1.0M	+16%	11k	92.15	View chart
Qualcomm (QCOM)	0.0	$988k	-8%	7.7k	128.06	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$910k		2.5k	370.67	View chart
Philip Morris International (PM)	0.0	$904k		5.6k	160.46	View chart
Booking Holdings (BKNG)	0.0	$878k	+3295%	5.1k	173.46	View chart
Franklin Electric (FELE)	0.0	$866k		8.6k	100.71	View chart
Palantir Technologies Cl A (PLTR)	0.0	$863k		6.7k	128.06	View chart
Gilead Sciences (GILD)	0.0	$849k		6.1k	138.98	View chart
Goldman Sachs (GS)	0.0	$845k		931.00	907.64	View chart
Ionis Pharmaceuticals (IONS)	0.0	$843k		11k	75.17	View chart
Reliance Steel & Aluminum (RS)	0.0	$838k		2.6k	322.23	View chart
McKesson Corporation (MCK)	0.0	$836k		966.00	865.60	View chart
Eaton Corp SHS (ETN)	0.0	$821k	+9%	2.0k	402.98	View chart
Yum! Brands (YUM)	0.0	$814k		5.0k	161.77	View chart
Texas Instruments Incorporated (TXN)	0.0	$812k	+3%	3.8k	214.75	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$811k		5.6k	144.98	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$805k		3.0k	268.22	View chart
Hca Holdings (HCA)	0.0	$804k		1.6k	495.47	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$801k		17k	48.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$784k	+2%	6.0k	130.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$783k		30k	26.23	View chart
Woodward Governor Company (WWD)	0.0	$772k		2.0k	388.48	View chart
Linde SHS (LIN)	0.0	$757k	+2%	1.5k	503.15	View chart
Automatic Data Processing (ADP)	0.0	$734k	-3%	3.9k	188.79	View chart
Chubb (CB)	0.0	$724k		2.2k	327.91	View chart
salesforce (CRM)	0.0	$722k	-4%	4.4k	164.96	View chart
Lam Research Corp Com New (LRCX)	0.0	$712k	+7%	2.7k	263.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$712k	-34%	10k	70.45	View chart
Regions Financial Corporation (RF)	0.0	$704k		26k	27.50	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$694k		926.00	748.87	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$687k		5.7k	120.69	View chart
Shell Spon Ads (SHEL)	0.0	$684k		7.4k	92.22	View chart
Edgewell Pers Care (EPC)	0.0	$675k		31k	21.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$670k	+3%	26k	26.15	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$669k		12k	57.04	View chart
TJX Companies (TJX)	0.0	$667k		4.1k	161.60	View chart
Corning Incorporated (GLW)	0.0	$666k		3.9k	171.25	View chart
Ecolab (ECL)	0.0	$666k		2.4k	273.29	View chart
Lululemon Athletica (LULU)	0.0	$662k		4.0k	163.86	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$646k		9.4k	69.08	View chart
Bristol Myers Squibb (BMY)	0.0	$643k	+3%	11k	58.62	View chart
AFLAC Incorporated (AFL)	0.0	$639k		5.8k	110.70	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$637k		13k	48.51	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$632k	-12%	20k	31.49	View chart
Kla Corp Com New (KLAC)	0.0	$629k	+3%	362.00	1737.28	View chart
Verizon Communications (VZ)	0.0	$614k	-3%	13k	46.04	View chart
FedEx Corporation (FDX)	0.0	$599k	+2%	1.6k	374.19	View chart
3M Company (MMM)	0.0	$586k	+2%	3.9k	150.31	View chart
Palo Alto Networks (PANW)	0.0	$579k		3.7k	155.73	View chart
Kinder Morgan (KMI)	0.0	$576k		18k	32.68	View chart
Centene Corporation (CNC)	0.0	$575k		15k	37.30	View chart
Deckers Outdoor Corporation (DECK)	0.0	$572k	+2%	5.3k	107.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$567k		1.8k	315.81	View chart
Corteva (CTVA)	0.0	$558k		6.7k	83.83	View chart
Marathon Petroleum Corp (MPC)	0.0	$556k	+3%	2.5k	222.63	View chart
Energizer Holdings (ENR)	0.0	$554k	-6%	30k	18.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$553k	-4%	18k	30.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$548k	+37%	1.3k	437.13	View chart
Intel Corporation (INTC)	0.0	$544k		8.7k	62.38	View chart
Thermo Fisher Scientific (TMO)	0.0	$541k	-2%	1.1k	496.04	View chart
M&T Bank Corporation (MTB)	0.0	$540k		2.5k	219.92	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$530k		4.5k	118.46	View chart
Walt Disney Company (DIS)	0.0	$523k	-5%	5.3k	99.16	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$523k		12k	42.43	View chart
Anthem (ELV)	0.0	$518k	-9%	1.7k	311.53	View chart
Morgan Stanley Com New (MS)	0.0	$511k		2.9k	177.64	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	0.0	$510k	+6%	6.7k	75.79	View chart
Neuberger Ber. Intermediate Muni. Fund (NBH)	0.0	$509k		50k	10.18	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.0	$506k	+10%	9.3k	54.26	View chart
Danaher Corporation (DHR)	0.0	$498k	-15%	2.6k	189.61	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$493k	+26%	13k	37.92	View chart
Lockheed Martin Corporation (LMT)	0.0	$489k		797.00	613.92	View chart
Norfolk Southern (NSC)	0.0	$489k		1.7k	296.29	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.0	$487k		27k	18.32	View chart
Cigna Corp (CI)	0.0	$481k		1.8k	271.31	View chart
Honeywell International (HON)	0.0	$479k		2.0k	235.00	View chart
Cardinal Health (CAH)	0.0	$478k	+4%	2.2k	215.52	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$477k		995.00	479.35	View chart
Newmont Mining Corporation (NEM)	0.0	$473k	NEW	3.9k	120.90	View chart
AmerisourceBergen (COR)	0.0	$471k	+12%	1.5k	320.82	View chart
Sempra Energy (SRE)	0.0	$469k		4.7k	98.82	View chart
ConocoPhillips (COP)	0.0	$460k	+2%	3.8k	122.56	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$459k		1.2k	386.71	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$456k		5.8k	77.99	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$452k		14k	32.39	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$451k		9.2k	49.18	View chart
Ea Series Trust Towle Value Etf (TCV)	0.0	$450k	NEW	16k	28.55	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$441k		4.4k	100.65	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$440k		2.5k	175.63	View chart
Blackrock Muniyield Quality Fund (MQY)	0.0	$438k	NEW	40k	11.05	View chart
Lowe's Companies (LOW)	0.0	$437k	+4%	1.8k	244.20	View chart
Deere & Company (DE)	0.0	$434k		718.00	604.80	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$430k		10k	41.56	View chart
Enterprise Products Partners (EPD)	0.0	$424k		11k	37.35	View chart
Phillips 66 (PSX)	0.0	$421k		2.6k	159.27	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.0	$416k	+50%	6.2k	67.27	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$411k		5.8k	71.49	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$410k		5.3k	78.03	View chart
SYSCO Corporation (SYY)	0.0	$409k		5.6k	72.82	View chart
Fastenal Company (FAST)	0.0	$407k		8.3k	49.17	View chart
Travelers Companies (TRV)	0.0	$406k		1.4k	297.26	View chart
Marriott Intl Cl A (MAR)	0.0	$399k		1.1k	354.10	View chart
Citigroup Com New (C)	0.0	$392k		3.1k	124.39	View chart
Southern Company (SO)	0.0	$381k		3.9k	97.15	View chart
American Centy Etf Tr Avantis Cr Etf (AVGB)	0.0	$374k	+42%	7.3k	50.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$362k		1.6k	221.91	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$361k		24k	15.17	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$360k		1.9k	189.07	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.0	$359k		4.0k	88.77	View chart
Exelixis (EXEL)	0.0	$357k		8.1k	44.27	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$353k		6.0k	59.00	View chart
BP Sponsored Adr (BP)	0.0	$337k		7.3k	46.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$336k		1.5k	221.47	View chart
Waste Management (WM)	0.0	$334k	+2%	1.5k	229.45	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.0	$331k		13k	26.36	View chart
Rivernorth Opportunistic Mun (RMI)	0.0	$329k		21k	15.62	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$328k	+7%	2.3k	142.62	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$328k		2.2k	148.75	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.0	$325k	NEW	33k	9.90	View chart
Illinois Tool Works (ITW)	0.0	$325k	+22%	1.2k	270.52	View chart
Western Digital (WDC)	0.0	$321k	NEW	934.00	343.43	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$316k		2.7k	117.88	View chart
Cummins (CMI)	0.0	$315k		511.00	616.14	View chart
Canadian Natural Resources (CNQ)	0.0	$314k		6.8k	46.35	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$311k		3.0k	102.19	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$310k		9.0k	34.59	View chart
Arista Networks Com Shs (ANET)	0.0	$305k	NEW	2.1k	147.35	View chart
Trane Technologies SHS (TT)	0.0	$304k	+4%	653.00	465.71	View chart
Biogen Idec (BIIB)	0.0	$303k		1.8k	172.97	View chart
Oklo Com Cl A (OKLO)	0.0	$302k		6.0k	50.25	View chart
Bank of New York Mellon Corporation (BK)	0.0	$302k		2.4k	127.56	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$298k	NEW	11k	26.73	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$298k		4.1k	73.05	View chart
Rockwell Automation (ROK)	0.0	$298k		751.00	396.09	View chart
AutoZone (AZO)	0.0	$295k		86.00	3430.45	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$293k		6.1k	47.99	View chart
Northrop Grumman Corporation (NOC)	0.0	$292k		434.00	673.41	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$291k		2.0k	147.30	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$290k		2.7k	107.83	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$288k		3.0k	97.35	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$288k		2.0k	144.32	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$286k	NEW	568.00	503.13	View chart
Uber Technologies (UBER)	0.0	$285k	+2%	4.0k	70.48	View chart
TransDigm Group Incorporated (TDG)	0.0	$285k	+7%	236.00	1207.18	View chart
Royal Caribbean Cruises (RCL)	0.0	$284k	+2%	1.0k	276.94	View chart
Nike CL B (NKE)	0.0	$282k	-4%	6.6k	42.62	View chart
Target Corporation (TGT)	0.0	$281k	NEW	2.3k	121.87	View chart
Analog Devices (ADI)	0.0	$277k		792.00	350.14	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$277k		85k	3.28	View chart
United Parcel Svcs CL B (UPS)	0.0	$277k	+4%	2.7k	101.70	View chart
Cme (CME)	0.0	$276k	+14%	936.00	295.30	View chart
Stryker Corporation (SYK)	0.0	$271k		800.00	339.15	View chart
Progressive Corporation (PGR)	0.0	$270k	-4%	1.4k	194.13	View chart
Gabelli Equity Trust (GAB)	0.0	$268k	NEW	48k	5.59	View chart
Main Street Capital Corporation (MAIN)	0.0	$267k		5.0k	53.08	View chart
Charles Schwab Corporation (SCHW)	0.0	$266k	+22%	2.8k	94.80	View chart
Intuit (INTU)	0.0	$265k	-21%	755.00	350.94	View chart
Archer Daniels Midland Company (ADM)	0.0	$264k	+8%	3.8k	69.73	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.0	$264k	+10%	4.4k	60.15	View chart
D.R. Horton (DHI)	0.0	$263k		1.8k	142.62	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.0	$261k		3.8k	69.47	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$260k		4.7k	55.71	View chart
Prudential Financial (PRU)	0.0	$257k	-7%	2.6k	96.89	View chart
Altria (MO)	0.0	$256k	-3%	3.8k	67.39	View chart
Golub Capital BDC (GBDC)	0.0	$254k		20k	12.71	View chart
Amphenol Corp Cl A (APH)	0.0	$254k		1.8k	140.75	View chart
Qxo Com New (QXO)	0.0	$253k		12k	21.93	View chart
Paccar (PCAR)	0.0	$251k		2.0k	127.19	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$248k	+9%	3.9k	63.39	View chart
Paypal Holdings (PYPL)	0.0	$246k	NEW	5.4k	45.24	View chart
Dell Technologies CL C (DELL)	0.0	$241k	NEW	1.4k	177.86	View chart
Wec Energy Group (WEC)	0.0	$236k		2.0k	117.54	View chart
Eaton Vance Municipal Bond Fund (EIM)	0.0	$236k		24k	9.87	View chart
PNC Financial Services (PNC)	0.0	$235k	NEW	1.1k	221.13	View chart
Duke Energy Corp Com New (DUK)	0.0	$234k	-3%	1.8k	131.79	View chart
Becton, Dickinson and (BDX)	0.0	$233k		1.5k	154.22	View chart
Expedia Group Com New (EXPE)	0.0	$232k		1.0k	228.09	View chart
Blackrock (BLK)	0.0	$231k		231.00	999.31	View chart
Owens & Minor (ACH)	0.0	$230k		82k	2.81	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.0	$228k		1.2k	193.21	View chart
Cooper Standard Holdings (CPS)	0.0	$227k	+7%	7.5k	30.04	View chart
Kimberly-Clark Corporation (KMB)	0.0	$226k		2.3k	97.28	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$225k		677.00	331.87	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.0	$224k		3.4k	65.17	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$220k	NEW	44k	5.07	View chart
Applovin Corp Com Cl A (APP)	0.0	$220k	-2%	563.00	391.38	View chart
Unum (UNM)	0.0	$219k	-51%	2.9k	76.67	View chart
Boston Scientific Corporation (BSX)	0.0	$219k	+16%	3.5k	61.79	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$218k		18k	12.32	View chart
Ford Motor Company (F)	0.0	$218k	+6%	18k	12.13	View chart
Cheniere Energy Com New (LNG)	0.0	$216k	NEW	813.00	265.54	View chart
PPG Industries (PPG)	0.0	$216k	NEW	2.0k	110.33	View chart
United Rentals (URI)	0.0	$214k		277.00	771.93	View chart
Vanguard World Utilities Etf (VPU)	0.0	$210k	NEW	1.0k	202.89	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.0	$209k	NEW	8.0k	26.16	View chart
S&p Global (SPGI)	0.0	$208k	-14%	500.00	415.42	View chart
Lincoln National Corporation (LNC)	0.0	$207k		6.0k	34.20	View chart
Starbucks Corporation (SBUX)	0.0	$206k	NEW	2.1k	96.58	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.0	$206k		20k	10.30	View chart
Principal Financial (PFG)	0.0	$206k	NEW	2.2k	91.81	View chart
Parker-Hannifin Corporation (PH)	0.0	$206k	NEW	209.00	984.23	View chart
Carrier Global Corporation (CARR)	0.0	$204k	NEW	3.2k	63.34	View chart
Ares Capital Corporation (ARCC)	0.0	$201k		11k	18.09	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$201k	NEW	8.7k	23.25	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$201k	NEW	9.2k	21.89	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$201k	NEW	9.6k	20.96	View chart
CSX Corporation (CSX)	0.0	$201k	NEW	4.8k	42.24	View chart
Northern Trust Corporation (NTRS)	0.0	$201k	NEW	1.3k	152.23	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$200k	NEW	4.2k	47.80	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$199k		22k	9.03	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.0	$183k	+2%	18k	10.06	View chart
Aurora Innovation Class A Com (AUR)	0.0	$129k		31k	4.15	View chart
Gabelli Utility Trust (GUT)	0.0	$120k	NEW	20k	6.10	View chart
BlackRock MuniHoldings Fund (MHD)	0.0	$117k		10k	11.71	View chart
Bny Mellon Mun Bd Infrastruc Com Shs (DMB)	0.0	$109k		10k	10.87	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$86k		10k	8.58	View chart
Blackrock Tech And Private E Shs Ben Int (BTX)	0.0	$72k		10k	7.23	View chart
Ellington Credit Company Com Shs Ben Int (EARN)	0.0	$69k		15k	4.61	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$38k	NEW	22k	1.76	View chart
Genelux Corporation (GNLX)	0.0	$25k		10k	2.54	View chart
Gabelli Equity Tr Right 04/14/2026 (GAB.R)	0.0	$2.7k	NEW	48k	0.06	View chart

Past Filings by Plancorp

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

Plancorp 2026 Q1 filed April 14, 2026
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

View all past filings

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