Center for Financial Planning, Inc. Buys Vanguard Total International Stock, Vanguard Small-Cap, SPDR S&P 500, Sells iShares Core U.S. Aggregate Bond, Berkshire Hathaway Inc, iShares MSCI EAFE

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May 11, 2020
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Investment company Center for Financial Planning, Inc. (Current Portfolio) buys Vanguard Total International Stock, Vanguard Small-Cap, SPDR S&P 500, iShares S&P SmallCap 600 Value, Vanguard Small-Cap Growth, sells iShares Core U.S. Aggregate Bond, Berkshire Hathaway Inc, iShares MSCI EAFE, iShares U.S. Healthcare, Credit Acceptance Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Center for Financial Planning, Inc.. As of 2020Q1, Center for Financial Planning, Inc. owns 583 stocks with a total value of $266 million. These are the details of the buys and sells.

For the details of Center for Financial Planning, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/center+for+financial+planning%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Center for Financial Planning, Inc.
  1. iShares Core U.S. Aggregate Bond (AGG) - 491,435 shares, 21.32% of the total portfolio. Shares reduced by 38.28%
  2. iShares Core MSCI EAFE (IEFA) - 822,989 shares, 15.44% of the total portfolio. Shares reduced by 5.34%
  3. Vanguard S&P 500 (VOO) - 148,608 shares, 13.23% of the total portfolio. Shares reduced by 1.12%
  4. Vanguard Small-Cap Value (VBR) - 343,179 shares, 11.46% of the total portfolio. Shares reduced by 11.55%
  5. Vanguard Small-Cap (VB) - 85,451 shares, 3.71% of the total portfolio. Shares added by 26.45%
New Purchase: iShares S&P SmallCap 600 Value (IJS)

Center for Financial Planning, Inc. initiated holding in iShares S&P SmallCap 600 Value. The purchase prices were between $87.85 and $161.14, with an estimated average price of $137.91. The stock is now traded at around $109.76. The impact to a portfolio due to this purchase was 0.31%. The holding were 8,232 shares as of .

New Purchase: iShares MSCI EAFE Value (EFV)

Center for Financial Planning, Inc. initiated holding in iShares MSCI EAFE Value. The purchase prices were between $30.99 and $50.45, with an estimated average price of $44.48. The stock is now traded at around $37.18. The impact to a portfolio due to this purchase was 0.24%. The holding were 17,969 shares as of .

New Purchase: iShares Edge MSCI Min Vol Emerging Markets (EEMV)

Center for Financial Planning, Inc. initiated holding in iShares Edge MSCI Min Vol Emerging Markets. The purchase prices were between $42.59 and $59.58, with an estimated average price of $53.96. The stock is now traded at around $50.24. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,326 shares as of .

New Purchase: Vanguard Energy (VDE)

Center for Financial Planning, Inc. initiated holding in Vanguard Energy. The purchase prices were between $31.29 and $82.78, with an estimated average price of $64.6. The stock is now traded at around $50.43. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,720 shares as of .

New Purchase: iShares Russell 2000 Value (IWN)

Center for Financial Planning, Inc. initiated holding in iShares Russell 2000 Value. The purchase prices were between $71.38 and $128.75, with an estimated average price of $111.58. The stock is now traded at around $89.51. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,560 shares as of .

New Purchase: Vanguard Short-Term Bond (BSV)

Center for Financial Planning, Inc. initiated holding in Vanguard Short-Term Bond. The purchase prices were between $78.4 and $82.23, with an estimated average price of $80.79. The stock is now traded at around $82.57. The impact to a portfolio due to this purchase was 0.03%. The holding were 840 shares as of .

Added: Vanguard Total International Stock (VXUS)

Center for Financial Planning, Inc. added to a holding in Vanguard Total International Stock by 991.64%. The purchase prices were between $36.75 and $56.64, with an estimated average price of $51.24. The stock is now traded at around $45.35. The impact to a portfolio due to this purchase was 1.55%. The holding were 108,302 shares as of .

Added: Vanguard Small-Cap (VB)

Center for Financial Planning, Inc. added to a holding in Vanguard Small-Cap by 26.45%. The purchase prices were between $98.45 and $170.48, with an estimated average price of $151.89. The stock is now traded at around $134.50. The impact to a portfolio due to this purchase was 0.78%. The holding were 85,451 shares as of .

Added: SPDR S&P 500 (SPY)

Center for Financial Planning, Inc. added to a holding in SPDR S&P 500 by 704.19%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $292.50. The impact to a portfolio due to this purchase was 0.32%. The holding were 3,836 shares as of .

Added: Vanguard Small-Cap Growth (VBK)

Center for Financial Planning, Inc. added to a holding in Vanguard Small-Cap Growth by 3521.80%. The purchase prices were between $128.7 and $210.28, with an estimated average price of $187.33. The stock is now traded at around $184.38. The impact to a portfolio due to this purchase was 0.26%. The holding were 4,817 shares as of .

Added: iShares Core S&P Small-Cap (IJR)

Center for Financial Planning, Inc. added to a holding in iShares Core S&P Small-Cap by 834.31%. The purchase prices were between $48.88 and $85.12, with an estimated average price of $74.15. The stock is now traded at around $62.23. The impact to a portfolio due to this purchase was 0.25%. The holding were 13,454 shares as of .

Added: Vanguard FTSE All-Wld ex-US SmCp Idx (VSS)

Center for Financial Planning, Inc. added to a holding in Vanguard FTSE All-Wld ex-US SmCp Idx by 139.85%. The purchase prices were between $67.64 and $112.37, with an estimated average price of $100.5. The stock is now traded at around $88.47. The impact to a portfolio due to this purchase was 0.22%. The holding were 12,801 shares as of .

Sold Out: iShares U.S. Healthcare (IYH)

Center for Financial Planning, Inc. sold out a holding in iShares U.S. Healthcare. The sale prices were between $158.06 and $220.76, with an estimated average price of $204.95.

Sold Out: iShares North American Natural Resources (IGE)

Center for Financial Planning, Inc. sold out a holding in iShares North American Natural Resources. The sale prices were between $13.76 and $29.92, with an estimated average price of $24.48.

Sold Out: iShares S&P Mid-Cap 400 Growth (IJK)

Center for Financial Planning, Inc. sold out a holding in iShares S&P Mid-Cap 400 Growth. The sale prices were between $150.02 and $246.96, with an estimated average price of $219.43.

Sold Out: iShares Core U.S. REIT (USRT)

Center for Financial Planning, Inc. sold out a holding in iShares Core U.S. REIT. The sale prices were between $32.36 and $58.18, with an estimated average price of $51.56.

Sold Out: UGI Corp (UGI)

Center for Financial Planning, Inc. sold out a holding in UGI Corp. The sale prices were between $22.92 and $45.16, with an estimated average price of $38.15.

Sold Out: iShares S&P/Citigroup International Treasury Bond (IGOV)

Center for Financial Planning, Inc. sold out a holding in iShares S&P/Citigroup International Treasury Bond. The sale prices were between $47.2 and $53.09, with an estimated average price of $50.02.



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