Center for Financial Planning, Inc. Buys ISHARES TRUST, Berkshire Hathaway Inc, ISHARES TRUST, Sells ISHARES TRUST, CVS Health Corp, Microchip Technology Inc

• New Purchases: QUAL, PRF, BBY, USRT, GDX, CARR, MCHI, MAG, HAL, EFAV, ALTG, SCZ, IEV, HYG, FV, EFG, CGW, FOXA, AMD, N5OA, 21P1, EVSI, IVR, EVN, WOR, SOHU, NAT, NFG, J, WTRG,
• Added Positions: VOO, VB, BRK.B, IWN, VXUS, IJH, V, VWO, AMZN, VUG, LHX, UNH, VTV, CRM, EQIX, EL, KSU, MSFT, GOOGL, AVGO, ACN, TT, ALL, AMGN, IQV, NXPI, TJX, HD, ICE, BDX, VMBS, SYF, JPM, IWR, VRTX, FB, MRNA, VEA, APD, DAL, BP, VHT, VFH, CSCO, IWY, CMCSA, SJM, SNY,
• Reduced Positions: AGG, CVS, IJS, SPY, OMC, VSS, CACC, MCD, CB, PEP, TMO, EFV, EEMV, VBK, WFC, IJR, DUK, EEM, COP, MO, CERN, XOM, SO, YUM, PSX, SDY, MDLZ, PFE, VOE, EFA, VNQ, IWF, IWM, VDE, T, AMT, ADP, BMY, CAT, C, KO, CCI, DD, LLY, GILD, INTC, JNJ, LMT, MRK, PXD, RJF, O, SHW, TXN, UPS, VZ, WMT, MA, BR, TSLA, DELL, CTVA, BNDX, IEMG, IWS, IYR, SCHF, AIG, AME, AON, AMAT, AJG, TFC, BIDU, BAC, BRO, CHRW, CSX, CNI, FIS, CHKP, CI, CMA, COST, DHR, DISCA, EIX, ENB, GE, HPQ, HON, IBM, IDXX, ITW, KMB, LSTR, LOW, MFC, MKL, MET, MSI, NVDA, NVS, ORLY, PNC, PPG, LIN, PGR, QCOM, SNA, TRV, SWK, SBUX, SYY, TGT, TOT, USB, UL, UNP, RTX, VOD, WAB, WM, WAT, WLTW, XLNX, HI, VRSK, CHTR, LPLA, MPC, POST, ZTS, GWPH, BABA, HPE, DOW, ALC, OTIS, QQQ, SCHA, SCHR, VIG, VO, VTEB,
• Sold Out: MCHP, OEF, YUMC, BSV, AEP, DLR, ROST, SRCL, STE, VFC, WEC, A2A, BIL, BND, IGSB, FNDX, IVE, LQD, PFF, SCHX, SHY, USIG, ABB, PLD, AAP, AMG, ABC, ANSS, AIZ, BLL, ITUB, SAN, BCS, BXP, BSX, CAE, CEO, COF, CASY, FTRCQ, CCEP, KOF, CTSH, CBSH, COO, XRAY, DRI, DEO, DSS, DISH, ECL, ETR, FITB, FISV, BEN, FMS, GBCI, GPN, HDB, HSBC, HMC, INFY, IP, INTU, JKHY, JW.A, LEG, MATW, MXIM, MKC, TAP, NICE, NDAQ, NGG, NVO, OKE, PTC, PKX, NTR, BKNG, PB, PUK, RTN, RELX, REGN, RSG, WRK, RY, SRE, SNE, TSM, TFX, TD, TSCO, UBS, UN, URI, VMC, GWW, WBA, WSO, WTM, WMB, XEL, ZBRA, SHG, WU, BX, PW9, DG, ST, BAH, NLSN, KMI, APO, SXC, APTV, CPRI, PANW, BFAM, APAM, CNHI, ARMK, SABR, ANET, ACB, CTLT, CFG, CDK, IR, IAA, CHNG, AGZ, IGIB, CORP, CWI, GII, IEF, MUB, RWO, SCHC, SCHE, SCHG, SCHM, SCHV, SCHZ, SUSA, TFI, USO, VIS,

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

1. iShares Core MSCI EAFE (IEFA) - 820,457 shares, 16.39% of the total portfolio. Shares reduced by 0.31%
2. VANGUARD INDEX FDS (VOO) - 160,177 shares, 15.87% of the total portfolio. Shares added by 7.78%
3. VANGUARD INDEX FDS (VBR) - 343,680 shares, 12.84% of the total portfolio. Shares added by 0.15%
4. ISHARES TRUST (QUAL) - 380,875 shares, 12.77% of the total portfolio. New Position
5. VANGUARD INDEX FDS (VB) - 101,157 shares, 5.15% of the total portfolio. Shares added by 18.38%

Center for Financial Planning, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $77.66 and $101.43, with an estimated average price of $91.59. The stock is now traded at around $102.88. The impact to a portfolio due to this purchase was 12.77%. The holding were 380,875 shares as of .

Center for Financial Planning, Inc. initiated holding in Invesco FTSE RAFI US 1000 ETF. The purchase prices were between $88.04 and $119.61, with an estimated average price of $103.95. The stock is now traded at around $115.10. The impact to a portfolio due to this purchase was 0.13%. The holding were 3,489 shares as of .

Center for Financial Planning, Inc. initiated holding in Best Buy Co Inc. The purchase prices were between $52.76 and $87.27, with an estimated average price of $75.4. The stock is now traded at around $102.43. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,223 shares as of .

Center for Financial Planning, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $35.36 and $48.66, with an estimated average price of $41.92. The stock is now traded at around $45.54. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,850 shares as of .

Center for Financial Planning, Inc. initiated holding in VanEck Vectors Gold Miners. The purchase prices were between $23.04 and $37.21, with an estimated average price of $32.73. The stock is now traded at around $43.99. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,000 shares as of .

Center for Financial Planning, Inc. initiated holding in Carrier Global Corp. The purchase prices were between $12.89 and $24.37, with an estimated average price of $18.38. The stock is now traded at around $28.21. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,753 shares as of .

Center for Financial Planning, Inc. added to a holding in Berkshire Hathaway Inc by 34.77%. The purchase prices were between $169.25 and $201.56, with an estimated average price of $182.68. The stock is now traded at around $204.99. The impact to a portfolio due to this purchase was 0.26%. The holding were 16,374 shares as of .

Center for Financial Planning, Inc. added to a holding in ISHARES TRUST by 187.73%. The purchase prices were between $74.11 and $108.63, with an estimated average price of $90.5. The stock is now traded at around $103.92. The impact to a portfolio due to this purchase was 0.16%. The holding were 7,366 shares as of .

Center for Financial Planning, Inc. added to a holding in ISHARES TRUST by 58.15%. The purchase prices were between $132.69 and $193.7, with an estimated average price of $165.21. The stock is now traded at around $191.42. The impact to a portfolio due to this purchase was 0.14%. The holding were 5,970 shares as of .

Center for Financial Planning, Inc. added to a holding in Visa Inc by 1325.86%. The purchase prices were between $151.85 and $200.48, with an estimated average price of $182.35. The stock is now traded at around $198.16. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,654 shares as of .

Center for Financial Planning, Inc. added to a holding in VANGUARD INDEX FDS by 23.69%. The purchase prices were between $149.64 and $204.01, with an estimated average price of $183.93. The stock is now traded at around $223.98. The impact to a portfolio due to this purchase was 0.09%. The holding were 6,971 shares as of .

Center for Financial Planning, Inc. added to a holding in L3Harris Technologies Inc by 224.43%. The purchase prices were between $168.24 and $209.66, with an estimated average price of $187.74. The stock is now traded at around $172.99. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,846 shares as of .

Center for Financial Planning, Inc. sold out a holding in Microchip Technology Inc. The sale prices were between $62.79 and $110, with an estimated average price of $89.44.

Center for Financial Planning, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $113.55 and $146.76, with an estimated average price of $134.21.

Center for Financial Planning, Inc. sold out a holding in VANGUARD BD IDX FD. The sale prices were between $81.4 and $83, with an estimated average price of $82.44.

Center for Financial Planning, Inc. sold out a holding in Yum China Holdings Inc. The sale prices were between $40.99 and $51.49, with an estimated average price of $47.01.

Center for Financial Planning, Inc. sold out a holding in SCHWAB STRATEGIC T. The sale prices were between $58.5 and $77.51, with an estimated average price of $69.74.

Center for Financial Planning, Inc. sold out a holding in WEC Energy Group Inc. The sale prices were between $83.52 and $100.34, with an estimated average price of $90.25.