HoldingsChannel.com
Center for Financial Planning Inc. Top Holdings
As of  06/30/2023, 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
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 395,763 +1,004 $161,186
     VOO395,763+1,004$161,186
ISHARES TR (IEFA) 920,140 -3,189 $62,109
     IEFA920,140-3,189$62,109
VANGUARD INDEX FDS (VBR) 212,580 +1,955 $35,161
     VBR212,580+1,955$35,161
VANGUARD INDEX FDS (VB) 110,288 +1,322 $21,935
     VB110,288+1,322$21,935
VANGUARD INTL EQUITY INDEX F (VWO) 509,206 +399,981 $20,714
     VWO509,206+399,981$20,714
ISHARES TR (QUAL) 128,635 -8,727 $17,349
     QUAL128,635-8,727$17,349
BERKSHIRE HATHAWAY INC DEL      $14,521
     BRK.A19UNCH$9,838
     BRK.B13,732UNCH$4,683
MICROSOFT CORP 30,436 -547 $10,365
     MSFT30,436-547$10,365
VANGUARD STAR FDS (VXUS) 130,699 -1,314 $7,330
     VXUS130,699-1,314$7,330
APPLE INC 28,367 +131 $5,502
     AAPL28,367+131$5,502
AMAZON COM INC 24,882 UNCH $3,244
     AMZN24,882UNCH$3,244
PROCTER AND GAMBLE CO 19,832 -154 $3,009
     PG19,832-154$3,009
ALPHABET INC 22,493 +1,813 $2,721
     GOOG22,493+1,813$2,721
SPDR S&P 500 ETF TR (SPY) 5,973 -134 $2,648
     SPY5,973-134$2,648
NEXTERA ENERGY INC 34,695 +129 $2,574
     NEE34,695+129$2,574
RAYMOND JAMES FINL INC 24,162 -847 $2,507
     RJF24,162-847$2,507
JOHNSON & JOHNSON 15,131 +82 $2,504
     JNJ15,131+82$2,504
JPMORGAN CHASE & CO 16,715 +59 $2,431
     JPM16,715+59$2,431
VANGUARD INDEX FDS (VUG) 8,246 -50 $2,333
     VUG8,246-50$2,333
CHEVRON CORP NEW 13,544 -431 $2,131
     CVX13,544-431$2,131
THERMO FISHER SCIENTIFIC INC 4,008 UNCH $2,091
     TMO4,008UNCH$2,091
ISHARES TR (IJH) 7,511 -571 $1,964
     IJH7,511-571$1,964
ABBOTT LABS 17,775 +137 $1,938
     ABT17,775+137$1,938
PEPSICO INC 10,235 +17 $1,896
     PEP10,235+17$1,896
ABBVIE INC 13,839 +29 $1,865
     ABBV13,839+29$1,865
VANGUARD WORLD FDS (VGT) 4,146 +287 $1,833
     VGT4,146+287$1,833
MCKESSON CORP 4,080 UNCH $1,743
     MCK4,080UNCH$1,743
COLGATE PALMOLIVE CO 22,299 UNCH $1,718
     CL22,299UNCH$1,718
EXXON MOBIL CORP 15,912 -50 $1,707
     XOM15,912-50$1,707
MERCK & CO INC 14,233 +154 $1,642
     MRK14,233+154$1,642
STRYKER CORPORATION 5,320 UNCH $1,623
     SYK5,320UNCH$1,623
VANGUARD INDEX FDS (VTI) 7,326 -474 $1,614
     VTI7,326-474$1,614
VANGUARD INDEX FDS (VTV) 10,956 +443 $1,557
     VTV10,956+443$1,557
SALESFORCE INC 7,324 UNCH $1,547
     CRM7,324UNCH$1,547
MOTOROLA SOLUTIONS INC 5,215 +62 $1,529
     MSI5,215+62$1,529
AMERICAN EXPRESS CO 8,732 UNCH $1,521
     AXP8,732UNCH$1,521
CISCO SYS INC 29,270 +129 $1,514
     CSCO29,270+129$1,514
COCA COLA CO 23,284 +73 $1,402
     KO23,284+73$1,402
ILLINOIS TOOL WKS INC 5,028 UNCH $1,258
     ITW5,028UNCH$1,258
FORD MTR CO DEL 79,208 -113 $1,198
     F79,208-113$1,198
VANGUARD INDEX FDS (VV) 5,759 +220 $1,167
     VV5,759+220$1,167
HOME DEPOT INC 3,730 +44 $1,159
     HD3,730+44$1,159
ISHARES TR (IJR) 11,120 -124 $1,108
     IJR11,120-124$1,108
VANGUARD INDEX FDS (VO) 4,946 -145 $1,089
     VO4,946-145$1,089
UNION PAC CORP 5,058 -946 $1,035
     UNP5,058-946$1,035
GENERAL MLS INC 12,690 UNCH $973
     GIS12,690UNCH$973
AGREE RLTY CORP 14,834 UNCH $970
     ADC14,834UNCH$970
VANGUARD TAX MANAGED FDS (VEA) 20,403 -203 $942
     VEA20,403-203$942
MCDONALDS CORP 3,150 -179 $940
     MCD3,150-179$940
AMERICAN TOWER CORP NEW 4,783 UNCH $928
     AMT4,783UNCH$928

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 06/30/2023: $476,401
At 03/31/2023: $433,547

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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