HoldingsChannel.com
Center for Financial Planning Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (AGG) 796,236 +796,236 $89,473
     AGG796,236+796,236$89,473
ISHARES TR (IEFA) 869,372 +869,372 $56,718
     IEFA869,372+869,372$56,718
VANGUARD INDEX FDS (VBR) 388,014 +388,014 $53,185
     VBR388,014+388,014$53,185
VANGUARD INDEX FDS (VOO) 150,289 +150,289 $44,456
     VOO150,289+150,289$44,456
ISHARES TR (QUAL) 365,741 +365,741 $36,940
     QUAL365,741+365,741$36,940
VANGUARD INDEX FDS (VB) 67,575 +67,575 $11,193
     VB67,575+67,575$11,193
BERKSHIRE HATHAWAY INC DEL      $10,769
     BRK.A19+19$6,452
     BRK.B19,061+19,061$4,317
MICROSOFT CORP 28,056 +28,056 $4,424
     MSFT28,056+28,056$4,424
CREDIT ACCEP CORP MICH 6,570 +6,570 $2,906
     CACC6,570+6,570$2,906
PROCTER & GAMBLE CO 20,376 +20,376 $2,545
     PG20,376+20,376$2,545
JPMORGAN CHASE & CO 16,776 +16,776 $2,339
     JPM16,776+16,776$2,339
VANGUARD INTL EQUITY INDEX F (VWO) 50,092 +50,092 $2,228
     VWO50,092+50,092$2,228
THERMO FISHER SCIENTIFIC INC 6,038 +6,038 $1,962
     TMO6,038+6,038$1,962
CHEVRON CORP NEW 16,233 +16,233 $1,956
     CVX16,233+16,233$1,956
ISHARES TR (EFA) 27,277 +27,277 $1,894
     EFA27,277+27,277$1,894
JOHNSON & JOHNSON 12,945 +12,945 $1,888
     JNJ12,945+12,945$1,888
NEXTERA ENERGY INC 7,743 +7,743 $1,875
     NEE7,743+7,743$1,875
APPLE INC 6,185 +6,185 $1,816
     AAPL6,185+6,185$1,816
3M CO 8,902 +8,902 $1,570
     MMM8,902+8,902$1,570
RAYMOND JAMES FINANCIAL INC 17,414 +17,414 $1,558
     RJF17,414+17,414$1,558
STRYKER CORP 7,286 +7,286 $1,530
     SYK7,286+7,286$1,530
AMAZON COM INC 826 +826 $1,526
     AMZN826+826$1,526
OMNICOM GROUP INC 18,544 +18,544 $1,502
     OMC18,544+18,544$1,502
PEPSICO INC 10,862 +10,862 $1,485
     PEP10,862+10,862$1,485
ALPHABET INC 1,029 +1,029 $1,376
     GOOG1,029+1,029$1,376
COCA COLA CO 24,376 +24,376 $1,349
     KO24,376+24,376$1,349
MERCK & CO INC 13,294 +13,294 $1,209
     MRK13,294+13,294$1,209
ABBOTT LABS 13,668 +13,668 $1,187
     ABT13,668+13,668$1,187
EXXON MOBIL CORP 16,563 +16,563 $1,156
     XOM16,563+16,563$1,156
COLGATE PALMOLIVE CO 16,611 +16,611 $1,144
     CL16,611+16,611$1,144
AMERICAN EXPRESS CO 8,773 +8,773 $1,092
     AXP8,773+8,773$1,092
VANGUARD WORLD FDS (VGT) 4,442 +4,442 $1,088
     VGT4,442+4,442$1,088
VANGUARD INDEX FDS (VTI) 6,498 +6,498 $1,063
     VTI6,498+6,498$1,063
AMERICAN TOWER CORP NEW 4,611 +4,611 $1,060
     AMT4,611+4,611$1,060
CERNER CORP 14,000 +14,000 $1,027
     CERN14,000+14,000$1,027
AT&T INC 25,934 +25,934 $1,014
     T25,934+25,934$1,014
VERIZON COMMUNICATIONS INC 16,026 +16,026 $984
     VZ16,026+16,026$984
ABBVIE INC 10,675 +10,675 $945
     ABBV10,675+10,675$945
SALESFORCE COM INC 5,602 +5,602 $911
     CRM5,602+5,602$911
ILLINOIS TOOL WKS INC 5,028 +5,028 $903
     ITW5,028+5,028$903
CVS HEALTH CORP 11,755 +11,755 $873
     CVS11,755+11,755$873
MICROCHIP TECHNOLOGY INC 8,300 +8,300 $869
     MCHP8,300+8,300$869
UNION PACIFIC CORP 4,794 +4,794 $867
     UNP4,794+4,794$867
VANGUARD INDEX FDS (VUG) 4,682 +4,682 $853
     VUG4,682+4,682$853
VANGUARD INDEX FDS (VV) 5,685 +5,685 $841
     VV5,685+5,685$841
VANGUARD TAX MANAGED INTL FD (VEA) 18,743 +18,743 $826
     VEA18,743+18,743$826
MCDONALDS CORP 4,136 +4,136 $817
     MCD4,136+4,136$817
ISHARES TR (IJH) 3,696 +3,696 $761
     IJH3,696+3,696$761
EMERSON ELEC CO 9,893 +9,893 $754
     EMR9,893+9,893$754
FORD MTR CO DEL 79,719 +79,719 $741
     F79,719+79,719$741

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

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

Size ($ in 1000's)
At 12/31/2019: $399,135
At 09/30/2019: $0

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.