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Global X Fds shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Global X Fds (CLIP) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds 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 Global X Fds by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $113k 1.1k 100.11

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)

View all positions for Center for Financial Planning

Top funds holding Global X Fds

Harel Insurance Investments & Financial Services
Sei Investments
Bleakley Financial Group
LPL Financial
Capital Investment Advisors
Advisor OS
Mjp Associates
Accurate Wealth Management
49 Wealth Management
3EDGE Asset Management
Peterson Wealth Advisors
Mirae Asset Global Investments
Mirae Asset Global Etfs Holdings
Pacific Sage Partners
Verus Capital Partners

View all funds holding Global X Fds