HoldingsChannel.com
Center for Financial Planning Inc. Top Holdings
As of  03/31/2022, below is a summary of the Center for Financial Planning Inc. top holdings by largest position size, as per the latest 13f filing made by Center for Financial Planning Inc.. In the Center for Financial Planning Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Center for Financial Planning Inc. in that top holding, then the share count change between reporting periods, and finally the Center for Financial Planning Inc. top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 403,832 +29,281 $167,659
     VOO403,832+29,281$167,659
ISHARES TR (IEFA) 864,217 +36,900 $60,072
     IEFA864,217+36,900$60,072
VANGUARD INDEX FDS (VBR) 233,239 +3,143 $41,036
     VBR233,239+3,143$41,036
ISHARES TR (QUAL) 190,983 -19,053 $25,712
     QUAL190,983-19,053$25,712
VANGUARD INDEX FDS (VB) 114,022 +6,485 $24,232
     VB114,022+6,485$24,232
BERKSHIRE HATHAWAY INC DEL      $15,024
     BRK.A19UNCH$10,049
     BRK.B14,097-808$4,975
VANGUARD STAR FDS (VXUS) 161,473 +43,662 $9,646
     VXUS161,473+43,662$9,646
MICROSOFT CORP 30,178 -868 $9,304
     MSFT30,178-868$9,304
APPLE INC 27,581 -672 $4,816
     AAPL27,581-672$4,816
VANGUARD INTL EQUITY INDEX F (VWO) 98,623 -22,704 $4,549
     VWO98,623-22,704$4,549
SPDR S&P 500 ETF TR (SPY) 8,086 +4,068 $3,652
     SPY8,086+4,068$3,652
PROCTER AND GAMBLE CO 20,631 +384 $3,152
     PG20,631+384$3,152
AMAZON COM INC 934 +3 $3,045
     AMZN934+3$3,045
NEXTERA ENERGY INC 34,930 UNCH $2,959
     NEE34,930UNCH$2,959
ALPHABET INC 1,036 UNCH $2,894
     GOOG1,036UNCH$2,894
RAYMOND JAMES FINL INC 24,443 +765 $2,687
     RJF24,443+765$2,687
JOHNSON & JOHNSON 14,113 +442 $2,501
     JNJ14,113+442$2,501
VANGUARD INDEX FDS (VUG) 8,581 UNCH $2,468
     VUG8,581UNCH$2,468
CHEVRON CORP NEW 14,660 +367 $2,387
     CVX14,660+367$2,387
THERMO FISHER SCIENTIFIC INC 4,041 UNCH $2,387
     TMO4,041UNCH$2,387
JPMORGAN CHASE & CO 16,902 -548 $2,304
     JPM16,902-548$2,304
ISHARES TR (IJH) 7,868 +875 $2,111
     IJH7,868+875$2,111
ABBVIE INC 12,016 UNCH $1,948
     ABBV12,016UNCH$1,948
ABBOTT LABS 15,430 UNCH $1,826
     ABT15,430UNCH$1,826
PEPSICO INC 10,395 UNCH $1,740
     PEP10,395UNCH$1,740
VANGUARD INDEX FDS (VTI) 7,459 +86 $1,698
     VTI7,459+86$1,698
VANGUARD WORLD FDS (VGT) 4,058 UNCH $1,690
     VGT4,058UNCH$1,690
VANGUARD INDEX FDS (VTV) 11,219 UNCH $1,658
     VTV11,219UNCH$1,658
ISHARES TR (IWN) 10,196 +4,600 $1,646
     IWN10,196+4,600$1,646
AMERICAN EXPRESS CO 8,742 UNCH $1,635
     AXP8,742UNCH$1,635
UNION PAC CORP 5,548 +83 $1,516
     UNP5,548+83$1,516
FORD MTR CO DEL 88,801 +8,564 $1,502
     F88,801+8,564$1,502
SALESFORCE COM INC 6,954 UNCH $1,476
     CRM6,954UNCH$1,476
MCKESSON CORP 4,777 UNCH $1,462
     MCK4,777UNCH$1,462
COCA COLA CO 23,213 -225 $1,439
     KO23,213-225$1,439
STRYKER CORPORATION 5,324 UNCH $1,423
     SYK5,324UNCH$1,423
MERCK & CO INC 17,238 +1,772 $1,414
     MRK17,238+1,772$1,414
VANGUARD INTL EQUITY INDEX F (VSS) 10,998 +5,661 $1,363
     VSS10,998+5,661$1,363
ISHARES TR (IJR) 12,485 -1,660 $1,347
     IJR12,485-1,660$1,347
3M CO 8,720 UNCH $1,298
     MMM8,720UNCH$1,298
VANGUARD TAX MANAGED INTL FD (VEA) 26,028 -997 $1,250
     VEA26,028-997$1,250
TESLA INC 1,140 UNCH $1,228
     TSLA1,140UNCH$1,228
AMERICAN TOWER CORP NEW 4,783 UNCH $1,202
     AMT4,783UNCH$1,202
VANGUARD INDEX FDS (VV) 5,525 +2 $1,152
     VV5,525+2$1,152
EXXON MOBIL CORP 13,717 +1,000 $1,133
     XOM13,717+1,000$1,133
CERNER CORP 12,000 UNCH $1,123
     CERN12,000UNCH$1,123
COLGATE PALMOLIVE CO 14,560 UNCH $1,104
     CL14,560UNCH$1,104
ISHARES TR (AGG) 10,033 -3,894 $1,075
     AGG10,033-3,894$1,075
INVESCO EXCHANGE TRADED FD T (PRF) 6,278 -102 $1,073
     PRF6,278-102$1,073
PFIZER INC 20,708 +3,333 $1,072
     PFE20,708+3,333$1,072

See Full List: All Stocks Held By Center for Financial Planning Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Center for Financial Planning Inc.

Size ($ in 1000's)
At 03/31/2022: $487,787
At 12/31/2021: $488,328

Center for Financial Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Center for Financial Planning Inc. 13F filings. Link to 13F filings: SEC filings

Center for Financial Planning Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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