HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAC) |
11,445,205 | -81,699 | $266,673 |
| DFAC | 11,445,205 | -81,699 | $266,673 |
| DIMENSIONAL ETF TRUST (DFUS) |
5,692,337 | -86,301 | $231,963 |
| DFUS | 5,692,337 | -86,301 | $231,963 |
| DIMENSIONAL ETF TRUST (DFUV) |
7,015,921 | +7,015,921 | $221,703 |
| DFUV | 7,015,921 | +7,015,921 | $221,703 |
| DIMENSIONAL ETF TRUST (DFAX) |
4,237,396 | -42,056 | $90,850 |
| DFAX | 4,237,396 | -42,056 | $90,850 |
| DIMENSIONAL ETF TRUST (DFAS) |
1,536,743 | -34,541 | $73,764 |
| DFAS | 1,536,743 | -34,541 | $73,764 |
| DIMENSIONAL ETF TRUST (DFAT) |
1,769,651 | -32,282 | $71,175 |
| DFAT | 1,769,651 | -32,282 | $71,175 |
| DIMENSIONAL ETF TRUST (DFIV) |
2,307,772 | -50,919 | $66,672 |
| DFIV | 2,307,772 | -50,919 | $66,672 |
| AMERICAN CENTY ETF TR (AVDE) |
856,090 | +214,819 | $43,626 |
| AVDE | 856,090 | +214,819 | $43,626 |
| AMERICAN CENTY ETF TR (AVUV) |
570,133 | +393,835 | $38,974 |
| AVUV | 570,133 | +393,835 | $38,974 |
| AMERICAN CENTY ETF TR (AVUS) |
569,495 | +136,897 | $37,040 |
| AVUS | 569,495 | +136,897 | $37,040 |
| ISHARES TR (LRGF) |
904,072 | -135,123 | $34,264 |
| LRGF | 904,072 | -135,123 | $34,264 |
| EMERSON ELEC CO |
405,126 | -34 | $32,224 |
| EMR | 405,126 | -34 | $32,224 |
| ISHARES TR (SCZ) |
400,910 | +45,153 | $21,886 |
| SCZ | 400,910 | +45,153 | $21,886 |
| ISHARES TR (ITOT) |
216,443 | +136,325 | $18,134 |
| ITOT | 216,443 | +136,325 | $18,134 |
| VANGUARD INDEX FDS (VTI) |
69,380 | -2,202 | $13,087 |
| VTI | 69,380 | -2,202 | $13,087 |
| ISHARES TR (EFV) |
285,795 | +8,714 | $12,403 |
| EFV | 285,795 | +8,714 | $12,403 |
| APPLE INC |
79,403 | +1,664 | $10,856 |
| AAPL | 79,403 | +1,664 | $10,856 |
| DUKE REALTY CORP |
191,737 | +269 | $10,536 |
| DRE | 191,737 | +269 | $10,536 |
| VANGUARD INDEX FDS (VNQ) |
106,755 | +568 | $9,726 |
| VNQ | 106,755 | +568 | $9,726 |
| AMERICAN CENTY ETF TR (AVDV) |
172,120 | UNCH | $9,081 |
| AVDV | 172,120 | UNCH | $9,081 |
| AMERICAN CENTY ETF TR (AVEM) |
164,611 | +62,765 | $8,565 |
| AVEM | 164,611 | +62,765 | $8,565 |
| VANGUARD INDEX FDS (VOO) |
22,265 | +761 | $7,723 |
| VOO | 22,265 | +761 | $7,723 |
| MICROSOFT CORP |
28,166 | -5,636 | $7,234 |
| MSFT | 28,166 | -5,636 | $7,234 |
| AMERICAN CENTY ETF TR (AVIG) |
156,160 | UNCH | $6,694 |
| AVIG | 156,160 | UNCH | $6,694 |
| AMERICAN CENTY ETF TR (AVMU) |
144,218 | UNCH | $6,585 |
| AVMU | 144,218 | UNCH | $6,585 |
| UNITEDHEALTH GROUP INC |
11,727 | +46 | $6,023 |
| UNH | 11,727 | +46 | $6,023 |
| ISHARES TR (ESGU) |
68,328 | -5,137 | $5,733 |
| ESGU | 68,328 | -5,137 | $5,733 |
| DIMENSIONAL ETF TRUST (DFAU) |
212,799 | +201,999 | $5,624 |
| DFAU | 212,799 | +201,999 | $5,624 |
| ISHARES TR (IEFA) |
92,845 | +1,965 | $5,464 |
| IEFA | 92,845 | +1,965 | $5,464 |
| PROCTER AND GAMBLE CO |
35,657 | +436 | $5,127 |
| PG | 35,657 | +436 | $5,127 |
| FRANCO NEV CORP |
37,690 | -995 | $4,959 |
| FNV | 37,690 | -995 | $4,959 |
| EXXON MOBIL CORP |
48,550 | +47 | $4,158 |
| XOM | 48,550 | +47 | $4,158 |
| BARRICK GOLD CORP |
233,146 | -4 | $4,124 |
| GOLD | 233,146 | -4 | $4,124 |
| FIRST BUSEY CORP |
175,704 | -351 | $4,015 |
| BUSE | 175,704 | -351 | $4,015 |
| PEPSICO INC |
23,934 | +43 | $3,989 |
| PEP | 23,934 | +43 | $3,989 |
 BERKSHIRE HATHAWAY INC DEL |
$3,974 | ||
| BRK.B | 14,554 | -38 | $3,974 |
| LILLY ELI & CO |
12,161 | -207 | $3,943 |
| LLY | 12,161 | -207 | $3,943 |
| NEWMONT CORP |
66,017 | +217 | $3,939 |
| NEM | 66,017 | +217 | $3,939 |
| ENERGIZER HLDGS INC NEW |
132,379 | +208 | $3,753 |
| ENR | 132,379 | +208 | $3,753 |
| AGNICO EAGLE MINES LTD |
72,652 | UNCH | $3,325 |
| AEM | 72,652 | UNCH | $3,325 |
| COMMERCE BANCSHARES INC (CBSH) |
49,207 | -399 | $3,230 |
| CBSH | 49,207 | -399 | $3,230 |
| ISHARES TR (SUSB) |
128,519 | +97,520 | $3,096 |
| SUSB | 128,519 | +97,520 | $3,096 |
| ISHARES TR (IVLU) |
138,556 | +138,556 | $3,073 |
| IVLU | 138,556 | +138,556 | $3,073 |
| BK OF AMERICA CORP |
96,903 | +1,489 | $3,017 |
| BAC | 96,903 | +1,489 | $3,017 |
| AMERICAN CENTY ETF TR (AVSF) |
63,425 | UNCH | $2,968 |
| AVSF | 63,425 | UNCH | $2,968 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
70,657 | +9,486 | $2,883 |
| VEA | 70,657 | +9,486 | $2,883 |
| SPDR S&P 500 ETF TR (SPY) |
7,229 | +1,676 | $2,727 |
| SPY | 7,229 | +1,676 | $2,727 |
| VANGUARD BD INDEX FDS (BSV) |
35,490 | +1,520 | $2,725 |
| BSV | 35,490 | +1,520 | $2,725 |
| UNION PAC CORP |
12,759 | +169 | $2,721 |
| UNP | 12,759 | +169 | $2,721 |
| ENTERPRISE FINL SVCS CORP |
63,549 | +17 | $2,637 |
| EFSC | 63,549 | +17 | $2,637 |
See Full List: All Stocks Held By Plancorp LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Plancorp LLC
|
Size ($ in 1000's)
At 06/30/2022: $1,586,964 At 03/31/2022: $1,537,616 Plancorp LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Plancorp LLC 13F filings. Link to 13F filings: SEC filings |
