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Cdw shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Cdw (CDW) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Cdw

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All positions including Cdw held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cdw by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $137k 1.1k 128.16

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds MRNGSTR SML CP V (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Cdw

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Harris Associates L.P
Robeco Investment Management
Geode Capital Management
Hotchkis and Wiley Capital Management
Invesco
Jpmorgan Chase & Co
Allspring Global Investments Holdings
Pzena Investment Management
Jupiter Topco
Longview Partners
Alyeska Investment Group

View all funds holding Cdw