HoldingsChannel.com
Center for Financial Planning Inc. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ISHARES TR (IEFA) 820,457 -2,532 $46,897
     IEFA820,457-2,532$46,897
VANGUARD INDEX FDS (VOO) 160,177 +11,569 $45,399
     VOO160,177+11,569$45,399
VANGUARD INDEX FDS (VBR) 343,680 +501 $36,746
     VBR343,680+501$36,746
ISHARES TR (QUAL) 380,875 +21,507 $36,534
     QUAL380,875+21,507$36,534
VANGUARD INDEX FDS (VB) 101,157 +15,706 $14,741
     VB101,157+15,706$14,741
BERKSHIRE HATHAWAY INC DEL      $8,002
     BRK.A19UNCH$5,079
     BRK.B16,374+4,224$2,923
MICROSOFT CORP 30,405 +859 $6,188
     MSFT30,405+859$6,188
VANGUARD STAR FDS (VXUS) 117,190 +8,888 $5,762
     VXUS117,190+8,888$5,762
VANGUARD INTL EQUITY INDEX F (VWO) 71,544 +6,370 $2,834
     VWO71,544+6,370$2,834
AMAZON COM INC 936 +90 $2,582
     AMZN936+90$2,582
ISHARES TR (AGG) 20,363 -471,072 $2,407
     AGG20,363-471,072$2,407
PROCTER AND GAMBLE CO 20,089 -189 $2,402
     PG20,089-189$2,402
APPLE INC 6,394 +61 $2,332
     AAPL6,394+61$2,332
NEXTERA ENERGY INC 8,307 -23 $1,995
     NEE8,307-23$1,995
THERMO FISHER SCIENTIFIC INC 5,038 -1,042 $1,825
     TMO5,038-1,042$1,825
JOHNSON & JOHNSON 12,353 -167 $1,737
     JNJ12,353-167$1,737
JPMORGAN CHASE & CO 16,793 +757 $1,580
     JPM16,793+757$1,580
CREDIT ACCEP CORP MICH 3,670 -1,500 $1,538
     CACC3,670-1,500$1,538
ALPHABET INC 1,029 -4 $1,455
     GOOG1,029-4$1,455
PEPSICO INC 10,768 -2,684 $1,424
     PEP10,768-2,684$1,424
VANGUARD INDEX FDS (VUG) 6,971 +1,335 $1,409
     VUG6,971+1,335$1,409
3M CO 8,794 -5 $1,372
     MMM8,794-5$1,372
CHEVRON CORP NEW 15,097 -124 $1,347
     CVX15,097-124$1,347
STRYKER CORPORATION 7,321 -56 $1,319
     SYK7,321-56$1,319
ABBOTT LABS 13,956 -31 $1,276
     ABT13,956-31$1,276
SALESFORCE COM INC 6,752 +1,150 $1,265
     CRM6,752+1,150$1,265
VANGUARD WORLD FDS (VGT) 4,540 UNCH $1,265
     VGT4,540UNCH$1,265
RAYMOND JAMES FINL INC 17,344 -420 $1,194
     RJF17,344-420$1,194
AMERICAN TOWER CORP NEW 4,583 -66 $1,185
     AMT4,583-66$1,185
COCA COLA CO 24,467 -748 $1,093
     KO24,467-748$1,093
COLGATE PALMOLIVE CO 14,848 -45 $1,088
     CL14,848-45$1,088
ABBVIE INC 10,875 UNCH $1,068
     ABBV10,875UNCH$1,068
ISHARES TR (IJH) 5,970 +2,195 $1,062
     IJH5,970+2,195$1,062
MERCK & CO. INC 13,400 -472 $1,036
     MRK13,400-472$1,036
VANGUARD INDEX FDS (VTI) 6,498 UNCH $1,017
     VTI6,498UNCH$1,017
VERIZON COMMUNICATIONS INC 16,155 -567 $891
     VZ16,155-567$891
ILLINOIS TOOL WKS INC 5,028 -65 $879
     ITW5,028-65$879
AMERICAN EXPRESS CO 8,732 -41 $831
     AXP8,732-41$831
CERNER CORP 12,000 -2,000 $823
     CERN12,000-2,000$823
GENERAL MLS INC 12,876 UNCH $794
     GIS12,876UNCH$794
VANGUARD INDEX FDS (VV) 5,494 +3 $786
     VV5,494+3$786
MCDONALDS CORP 4,205 -2,145 $776
     MCD4,205-2,145$776
UNION PAC CORP 4,552 -74 $770
     UNP4,552-74$770
ISHARES TR (IWR) 13,501 +870 $724
     IWR13,501+870$724
VANGUARD INTL EQUITY INDEX F (VSS) 7,487 -5,314 $723
     VSS7,487-5,314$723
ISHARES TR (IWN) 7,366 +4,806 $718
     IWN7,366+4,806$718
MCKESSON CORP 4,555 UNCH $699
     MCK4,555UNCH$699
ISHARES TR (IJR) 9,439 -4,015 $645
     IJR9,439-4,015$645
CISCO SYS INC 13,465 +152 $628
     CSCO13,465+152$628
VANGUARD INDEX FDS (VBK) 3,109 -1,708 $621
     VBK3,109-1,708$621

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 06/30/2020: $286,240
At 03/31/2020: $295,641

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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