Center for Financial Planning, Inc. has disclosed 609 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-03-31. The current portfolio value is calculated to be $669.00 Mil. The turnover rate is 12%.
In Center for Financial Planning, Inc.'s current portfolio as of 2024-03-31, the top 5 holdings are
Vanguard S&P 500 ETF (VOO), iShares Core MSCI EAFE ETF (IEFA), Vanguard Small Cap Value ETF (VBR), iShares Core U.S. Aggregate Bond ETF (AGG), Vanguard Small Cap ETF (VB), not including call and put options.
Center for Financial Planning, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Center for Financial Planning, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Center for Financial Planning, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Center for Financial Planning, Inc..
