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Center for Financial Planning, Inc. Buys Agree Realty Corp, Dimensional U.S. Equity ETF, Roblox Corp, Sells Credit Acceptance Corp, S&P Global Inc, AT&T Inc

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Nov 17, 2021
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Investment company Center for Financial Planning, Inc. (Current Portfolio) buys Agree Realty Corp, Dimensional U.S. Equity ETF, Roblox Corp, Devon Energy Corp, The Home Depot Inc, sells Credit Acceptance Corp, S&P Global Inc, AT&T Inc, Motorola Solutions Inc, Henry Schein Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Center for Financial Planning, Inc.. As of 2021Q3, Center for Financial Planning, Inc. owns 512 stocks with a total value of $411 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. Vanguard S&P 500 ETF (VOO) - 252,799 shares, 24.24% of the total portfolio. Shares added by 14.02%
  2. BTC iShares Core MSCI EAFE ETF (IEFA) - 786,301 shares, 14.20% of the total portfolio. Shares added by 0.23%
  3. BTC iShares MSCI USA Quality Factor ETF (QUAL) - 333,694 shares, 10.69% of the total portfolio. Shares reduced by 9.68%
  4. Vanguard Small Cap Value ETF (VBR) - 225,286 shares, 9.27% of the total portfolio. Shares added by 0.32%
  5. Vanguard Small Cap ETF (VB) - 106,037 shares, 5.64% of the total portfolio. Shares added by 4.58%
New Purchase: Agree Realty Corp (ADC)

Center for Financial Planning, Inc. initiated holding in Agree Realty Corp. The purchase prices were between $66.23 and $75.44, with an estimated average price of $72.78. The stock is now traded at around $69.130000. The impact to a portfolio due to this purchase was 0.35%. The holding were 21,926 shares as of 2021-09-30.

New Purchase: Dimensional U.S. Equity ETF (DFUS)

Center for Financial Planning, Inc. initiated holding in Dimensional U.S. Equity ETF. The purchase prices were between $46.35 and $49.56, with an estimated average price of $48.27. The stock is now traded at around $51.400000. The impact to a portfolio due to this purchase was 0.14%. The holding were 12,183 shares as of 2021-09-30.

New Purchase: Devon Energy Corp (DVN)

Center for Financial Planning, Inc. initiated holding in Devon Energy Corp. The purchase prices were between $24.93 and $35.75, with an estimated average price of $28.39. The stock is now traded at around $42.290000. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,346 shares as of 2021-09-30.

New Purchase: Darden Restaurants Inc (DRI)

Center for Financial Planning, Inc. initiated holding in Darden Restaurants Inc. The purchase prices were between $134.82 and $159.81, with an estimated average price of $147.01. The stock is now traded at around $147.000000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,212 shares as of 2021-09-30.

New Purchase: Dimensional U.S. Targeted Value ETF (DFAT)

Center for Financial Planning, Inc. initiated holding in Dimensional U.S. Targeted Value ETF. The purchase prices were between $41.55 and $45.75, with an estimated average price of $44.23. The stock is now traded at around $48.800000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,519 shares as of 2021-09-30.

New Purchase: Vanguard U.S. Quality Factor ETF (VFQY)

Center for Financial Planning, Inc. initiated holding in Vanguard U.S. Quality Factor ETF. The purchase prices were between $114.51 and $123.05, with an estimated average price of $119.79. The stock is now traded at around $128.752500. The impact to a portfolio due to this purchase was 0.03%. The holding were 900 shares as of 2021-09-30.

Added: The Home Depot Inc (HD)

Center for Financial Planning, Inc. added to a holding in The Home Depot Inc by 25.12%. The purchase prices were between $317.05 and $341.41, with an estimated average price of $328.29. The stock is now traded at around $394.850000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,198 shares as of 2021-09-30.

Added: Roblox Corp (RBLX)

Center for Financial Planning, Inc. added to a holding in Roblox Corp by 81.74%. The purchase prices were between $75.55 and $90.34, with an estimated average price of $82.17. The stock is now traded at around $124.700000. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,559 shares as of 2021-09-30.

Added: Vanguard Mid-Cap Value ETF (VOE)

Center for Financial Planning, Inc. added to a holding in Vanguard Mid-Cap Value ETF by 33.30%. The purchase prices were between $134.63 and $146.03, with an estimated average price of $141.52. The stock is now traded at around $149.790000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,173 shares as of 2021-09-30.

Added: Advanced Micro Devices Inc (AMD)

Center for Financial Planning, Inc. added to a holding in Advanced Micro Devices Inc by 22.62%. The purchase prices were between $85.89 and $118.77, with an estimated average price of $102.22. The stock is now traded at around $151.340000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 271 shares as of 2021-09-30.

Added: NVIDIA Corp (NVDA)

Center for Financial Planning, Inc. added to a holding in NVIDIA Corp by 67.65%. The purchase prices were between $181.61 and $228.43, with an estimated average price of $207.92. The stock is now traded at around $292.610000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 228 shares as of 2021-09-30.

Added: NIO Inc (NIO)

Center for Financial Planning, Inc. added to a holding in NIO Inc by 173.08%. The purchase prices were between $34.9 and $50.9, with an estimated average price of $41.21. The stock is now traded at around $39.670000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 355 shares as of 2021-09-30.

Sold Out: Henry Schein Inc (HSIC)

Center for Financial Planning, Inc. sold out a holding in Henry Schein Inc. The sale prices were between $73.8 and $81.23, with an estimated average price of $76.97.

Sold Out: VanEck Gold Miners ETF (GDX)

Center for Financial Planning, Inc. sold out a holding in VanEck Gold Miners ETF. The sale prices were between $28.91 and $35.09, with an estimated average price of $32.58.

Sold Out: Jacobs Engineering Group Inc (J)

Center for Financial Planning, Inc. sold out a holding in Jacobs Engineering Group Inc. The sale prices were between $126.74 and $139.56, with an estimated average price of $133.69.

Sold Out: Opendoor Technologies Inc (OPEN)

Center for Financial Planning, Inc. sold out a holding in Opendoor Technologies Inc. The sale prices were between $14.17 and $21, with an estimated average price of $16.75.

Sold Out: (WORK)

Center for Financial Planning, Inc. sold out a holding in . The sale prices were between $43.97 and $45.2, with an estimated average price of $44.55.

Sold Out: Nokia Oyj (NOK)

Center for Financial Planning, Inc. sold out a holding in Nokia Oyj. The sale prices were between $5.35 and $6.29, with an estimated average price of $5.8.



Here is the complete portfolio of Center for Financial Planning, Inc.. Also check out:

1. Center for Financial Planning, Inc.'s Undervalued Stocks
2. Center for Financial Planning, Inc.'s Top Growth Companies, and
3. Center for Financial Planning, Inc.'s High Yield stocks
4. Stocks that Center for Financial Planning, Inc. keeps buying
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