Cf
| |
Center for Financial Planning, Inc.13F | |
| Center for Financial Planning, Inc. | |
| Last update 2025-04-22 | 699 Stocks (79 new) |
| Value $780.00 Mil | Turnover 7 % |
Center for Financial Planning,... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 530,707 | 272,735.6 | +0.88% | 34.960 | +0.30% | 0.040 | +19.71% | +7.97% | 658,032.1 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 954,079 | 94,377.5 | +57.33% | 12.100 | +4.41% | 0.080 | +2.13% | +3.72% | 128,438.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 1,091,796 | 82,594.4 | +2.37% | 10.590 | +0.24% | 0.060 | +10.95% | +20.93% | 144,033.5 | ||
VBR | Vanguard Small Cap Value ETF | 244,343 | 45,518.7 | -1.23% | 5.840 | -0.08% | 0.140 | +16.80% | +3.36% | 28,895.4 | ||
VB | Vanguard Small Cap ETF | 155,167 | 34,408.2 | +2.13% | 4.410 | +0.09% | 0.050 | +18.28% | +2.64% | 61,525.5 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 561,274 | 25,403.3 | +1.26% | 3.260 | +0.04% | 0.030 | +15.62% | +15.71% | 85,768.1 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 95,739 | 16,360.9 | -1.25% | 2.100 | -0.03% | 0.030 | +14.50% | +4.25% | 53,100.3 | ||
BRK.A | Berkshire Hathaway Inc | 19 | 15,170.4 | 0% | 1.940 | 0% | 0.000 | -8.37% | +4.96% | 1,030,137.3 | Insurance | |
MSFT | Microsoft Corp | 23,731 | 8,908.5 | -20.70% | 1.140 | -0.35% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
VXUS | Vanguard Total International Stock | 138,544 | 8,603.5 | -0.63% | 1.100 | -0.01% | 0.010 | +13.01% | +19.69% | 92,835.9 |
Center for Financial Planning, Inc.'s Historical Top Holdings Breakdowns
Center for Financial Planning, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +4.41% | 95.85 ($97.76) 99.25 | $98.57 | 0.83% | Add 57.33% | 954,079 | 347,668 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.35% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Reduce -20.7% | 23,731 | -6,193 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.30% | 507.05 ($540.58) 563.67 | $577.95 | 6.91% | Add 0.88% | 530,707 | 4,616 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-03-31 | New Buy New Buy | +0.27% | 29.34 ($30.56) 31.31 | $32.20 | 5.38% | New holding | 71,880 | 71,880 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Add Add | +0.24% | 69.57 ($74.78) 78.65 | $83.49 | 11.65% | Add 2.37% | 1,091,796 | 25,237 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.20% | 251.87 ($268.43) 277.95 | $285.92 | 6.52% | Add 111.55% | 11,212 | 5,912 | |
ISTB | iShares Core 1-5 Year USD Bond ETF | 2025-03-31 | New Buy New Buy | +0.13% | 47.59 ($48.01) 48.35 | $48.55 | 1.12% | New holding | 20,845 | 20,845 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.10% | 554.06 ($590.51) 615.85 | $631.74 | 6.98% | Add 156.63% | 2,207 | 1,347 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.09% | 217.89 ($238.81) 252.64 | $244.81 | 2.51% | Add 2.13% | 155,167 | 3,235 | |
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | Reduce Reduce | -0.08% | 182.99 ($197.54) 207.75 | $202.57 | 2.55% | Reduce -1.23% | 244,343 | -3,051 |
Center for Financial Planning, Inc. Total Holding History ($B)
Center for Financial Planning, Inc.'s Asset Allocation
Center for Financial Planning, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Center for Financial Planning, Inc.'s Hypothetical Growth since 2025-03-31
Center for Financial Planning, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Center for Financial Planning, Inc.'s Holdings Heat Map
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Center for Financial Planning, Inc.'s Holdings Bubble Chart
Center for Financial Planning, Inc. News
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