HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VOO) |
505,287 | +55,181 | $242,892 |
| VOO | 505,287 | +55,181 | $242,892 |
| ISHARES TR (IEFA) |
1,011,096 | +43,049 | $75,044 |
| IEFA | 1,011,096 | +43,049 | $75,044 |
| VANGUARD INDEX FDS (VBR) |
243,933 | +6,964 | $46,806 |
| VBR | 243,933 | +6,964 | $46,806 |
| ISHARES TR (AGG) |
426,112 | +419,417 | $41,733 |
| AGG | 426,112 | +419,417 | $41,733 |
| VANGUARD INDEX FDS (VB) |
140,835 | +9,113 | $32,193 |
| VB | 140,835 | +9,113 | $32,193 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
528,692 | +9,916 | $22,083 |
| VWO | 528,692 | +9,916 | $22,083 |
| ISHARES TR (QUAL) |
116,513 | -2,943 | $19,149 |
| QUAL | 116,513 | -2,943 | $19,149 |
 BERKSHIRE HATHAWAY INC DEL |
$17,828 | ||
| BRK.A | 19 | UNCH | $12,054 |
| BRK.B | 13,730 | -3 | $5,774 |
| MICROSOFT CORP |
30,847 | +263 | $12,978 |
| MSFT | 30,847 | +263 | $12,978 |
| VANGUARD STAR FDS (VXUS) |
143,203 | +1,883 | $8,635 |
| VXUS | 143,203 | +1,883 | $8,635 |
| APPLE INC |
30,919 | +452 | $5,302 |
| AAPL | 30,919 | +452 | $5,302 |
| AMAZON COM INC |
25,784 | +1,429 | $4,651 |
| AMZN | 25,784 | +1,429 | $4,651 |
| VANGUARD INDEX FDS (VBK) |
13,936 | -204 | $3,633 |
| VBK | 13,936 | -204 | $3,633 |
| JPMORGAN CHASE & CO |
18,017 | +521 | $3,609 |
| JPM | 18,017 | +521 | $3,609 |
| ALPHABET INC |
22,032 | -161 | $3,355 |
| GOOG | 22,032 | -161 | $3,355 |
| SPDR S&P 500 ETF TR (SPY) |
6,334 | -122 | $3,313 |
| SPY | 6,334 | -122 | $3,313 |
| PROCTER AND GAMBLE CO |
19,766 | -137 | $3,207 |
| PG | 19,766 | -137 | $3,207 |
| RAYMOND JAMES FINL INC |
24,181 | +465 | $3,105 |
| RJF | 24,181 | +465 | $3,105 |
| VANGUARD INDEX FDS (VUG) |
8,321 | +175 | $2,864 |
| VUG | 8,321 | +175 | $2,864 |
| ABBVIE INC |
14,938 | +1,000 | $2,720 |
| ABBV | 14,938 | +1,000 | $2,720 |
| JOHNSON & JOHNSON |
15,446 | +151 | $2,443 |
| JNJ | 15,446 | +151 | $2,443 |
| ISHARES TR (IJH) |
40,024 | +32,045 | $2,431 |
| IJH | 40,024 | +32,045 | $2,431 |
| THERMO FISHER SCIENTIFIC INC |
4,108 | +100 | $2,388 |
| TMO | 4,108 | +100 | $2,388 |
| SALESFORCE INC |
7,677 | +326 | $2,312 |
| CRM | 7,677 | +326 | $2,312 |
| NEXTERA ENERGY INC |
33,973 | -212 | $2,171 |
| NEE | 33,973 | -212 | $2,171 |
| CHEVRON CORP NEW |
13,712 | +986 | $2,163 |
| CVX | 13,712 | +986 | $2,163 |
| ABBOTT LABS |
17,844 | UNCH | $2,028 |
| ABT | 17,844 | UNCH | $2,028 |
| VANGUARD WORLD FD (VGT) |
3,840 | -75 | $2,013 |
| VGT | 3,840 | -75 | $2,013 |
| COLGATE PALMOLIVE CO |
22,299 | UNCH | $2,008 |
| CL | 22,299 | UNCH | $2,008 |
| MERCK & CO INC |
14,968 | -76 | $1,975 |
| MRK | 14,968 | -76 | $1,975 |
| HOME DEPOT INC |
5,141 | -18 | $1,972 |
| HD | 5,141 | -18 | $1,972 |
| STRYKER CORPORATION |
5,325 | +38 | $1,906 |
| SYK | 5,325 | +38 | $1,906 |
| ISHARES TR (EAGG) |
40,192 | +14,191 | $1,891 |
| EAGG | 40,192 | +14,191 | $1,891 |
| MOTOROLA SOLUTIONS INC |
5,227 | -443 | $1,855 |
| MSI | 5,227 | -443 | $1,855 |
| EXXON MOBIL CORP |
15,663 | +62 | $1,821 |
| XOM | 15,663 | +62 | $1,821 |
| PEPSICO INC |
10,363 | +251 | $1,814 |
| PEP | 10,363 | +251 | $1,814 |
| MCKESSON CORP |
3,377 | UNCH | $1,813 |
| MCK | 3,377 | UNCH | $1,813 |
| VANGUARD INDEX FDS (VTV) |
11,018 | +62 | $1,794 |
| VTV | 11,018 | +62 | $1,794 |
| VANGUARD INDEX FDS (VTI) |
6,775 | -550 | $1,761 |
| VTI | 6,775 | -550 | $1,761 |
| AMERICAN EXPRESS CO |
7,202 | +360 | $1,640 |
| AXP | 7,202 | +360 | $1,640 |
| CISCO SYS INC |
30,119 | +790 | $1,503 |
| CSCO | 30,119 | +790 | $1,503 |
| COCA COLA CO |
24,124 | +713 | $1,476 |
| KO | 24,124 | +713 | $1,476 |
| EATON CORP PLC |
4,471 | +74 | $1,398 |
| ETN | 4,471 | +74 | $1,398 |
| VANGUARD INDEX FDS (VV) |
5,758 | +3 | $1,380 |
| VV | 5,758 | +3 | $1,380 |
| BROADCOM INC |
1,029 | +18 | $1,364 |
| AVGO | 1,029 | +18 | $1,364 |
| ILLINOIS TOOL WKS INC |
4,885 | -143 | $1,311 |
| ITW | 4,885 | -143 | $1,311 |
| VANGUARD INTL EQUITY INDEX F (VSS) |
11,001 | +255 | $1,285 |
| VSS | 11,001 | +255 | $1,285 |
| VANGUARD INDEX FDS (VO) |
5,096 | +150 | $1,273 |
| VO | 5,096 | +150 | $1,273 |
| UNION PAC CORP |
5,123 | -6 | $1,260 |
| UNP | 5,123 | -6 | $1,260 |
| ISHARES TR (IJR) |
11,218 | +131 | $1,240 |
| IJR | 11,218 | +131 | $1,240 |
See Full List: All Stocks Held By Center for Financial Planning Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Center for Financial Planning Inc.
|
Size ($ in 1000's)
At 03/31/2024: $669,022 At 12/31/2023: $544,160 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 |
