HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 EMERSON ELEC CO |
357,590 | +1,099 | $17,039 |
| EMR | 357,590 | +1,099 | $17,039 |
| AMERICAN CENTY ETF TR (AVDE) |
423,033 | +300,818 | $16,807 |
| AVDE | 423,033 | +300,818 | $16,807 |
| ISHARES TR (SCZ) |
361,744 | +39,919 | $16,217 |
| SCZ | 361,744 | +39,919 | $16,217 |
| AMERICAN CENTY ETF TR (AVUS) |
364,384 | +205,715 | $14,900 |
| AVUS | 364,384 | +205,715 | $14,900 |
| VANGUARD INDEX FDS (VTI) |
94,335 | +24,799 | $12,161 |
| VTI | 94,335 | +24,799 | $12,161 |
| ISHARES TR (EFV) |
271,835 | +43,967 | $9,702 |
| EFV | 271,835 | +43,967 | $9,702 |
| ZOOM VIDEO COMMUNICATIONS IN |
64,550 | -22,500 | $9,432 |
| ZM | 64,550 | -22,500 | $9,432 |
 BOEING CO |
$7,560 | ||
| BA | 34,695 | +116 | $5,174 |
| Call | 16,000 | +16,000 | $2,386 |
| VANGUARD INDEX FDS (VNQ) |
101,985 | -386 | $7,124 |
| VNQ | 101,985 | -386 | $7,124 |
| DUKE REALTY CORP |
197,457 | +167 | $6,394 |
| DRE | 197,457 | +167 | $6,394 |
| AMERICAN CENTY ETF TR (AVDV) |
134,716 | +68,116 | $4,931 |
| AVDV | 134,716 | +68,116 | $4,931 |
| MICROSOFT CORP |
30,238 | +2,951 | $4,769 |
| MSFT | 30,238 | +2,951 | $4,769 |
| FRANCO NEVADA CORP |
45,711 | UNCH | $4,549 |
| FNV | 45,711 | UNCH | $4,549 |
| APPLE INC |
17,024 | +2,217 | $4,329 |
| AAPL | 17,024 | +2,217 | $4,329 |
| ISHARES TR (ITOT) |
74,741 | +74,741 | $4,276 |
| ITOT | 74,741 | +74,741 | $4,276 |
| PROCTER & GAMBLE CO |
37,500 | +524 | $4,125 |
| PG | 37,500 | +524 | $4,125 |
| AMERICAN CENTY ETF TR (AVUV) |
124,440 | +39,540 | $3,874 |
| AVUV | 124,440 | +39,540 | $3,874 |
| ENERGIZER HLDGS INC NEW |
125,249 | +2,037 | $3,789 |
| ENR | 125,249 | +2,037 | $3,789 |
| PEPSICO INC |
29,081 | +853 | $3,493 |
| PEP | 29,081 | +853 | $3,493 |
| BARRICK GOLD CORPORATION |
183,170 | -4,307 | $3,356 |
| GOLD | 183,170 | -4,307 | $3,356 |
| ISHARES TR (IEFA) |
62,065 | +62,065 | $3,096 |
| IEFA | 62,065 | +62,065 | $3,096 |
| AMERICAN CENTY ETF TR (AVEM) |
74,556 | UNCH | $2,961 |
| AVEM | 74,556 | UNCH | $2,961 |
| AGNICO EAGLE MINES LTD |
63,327 | UNCH | $2,520 |
| AEM | 63,327 | UNCH | $2,520 |
| ENTERPRISE FINL SVCS CORP |
78,740 | -1,123 | $2,198 |
| EFSC | 78,740 | -1,123 | $2,198 |
| BERKSHIRE HATHAWAY INC DEL |
$2,156 | ||
| BRK.B | 11,793 | -251 | $2,156 |
| UNITEDHEALTH GROUP INC |
8,372 | -126 | $2,088 |
| UNH | 8,372 | -126 | $2,088 |
| VANGUARD BD INDEX FDS (BSV) |
25,068 | -3,736 | $2,060 |
| BSV | 25,068 | -3,736 | $2,060 |
| COMMERCE BANCSHARES INC (CBSH) |
39,065 | -2,207 | $1,967 |
| CBSH | 39,065 | -2,207 | $1,967 |
| BK OF AMERICA CORP |
91,909 | -133 | $1,951 |
| BAC | 91,909 | -133 | $1,951 |
| US BANCORP DEL |
54,063 | -171 | $1,862 |
| USB | 54,063 | -171 | $1,862 |
| JOHNSON & JOHNSON |
13,898 | +1 | $1,823 |
| JNJ | 13,898 | +1 | $1,823 |
| EDGEWELL PERS CARE CO |
74,720 | -1,368 | $1,799 |
| EPC | 74,720 | -1,368 | $1,799 |
| EXXON MOBIL CORP |
46,592 | -3,852 | $1,769 |
| XOM | 46,592 | -3,852 | $1,769 |
| VANGUARD INDEX FDS (VOO) |
7,343 | -376 | $1,739 |
| VOO | 7,343 | -376 | $1,739 |
| SPDR S&P 500 ETF TR (SPY) |
6,351 | -64,233 | $1,637 |
| SPY | 6,351 | -64,233 | $1,637 |
| UNION PAC CORP |
11,594 | -53 | $1,635 |
| UNP | 11,594 | -53 | $1,635 |
| REINSURANCE GRP OF AMERICA I |
18,906 | +30 | $1,591 |
| RGA | 18,906 | +30 | $1,591 |
| VANGUARD SCOTTSDALE FDS (VTWV) |
20,737 | +6,397 | $1,490 |
| VTWV | 20,737 | +6,397 | $1,490 |
| LILLY ELI & CO |
10,450 | +449 | $1,450 |
| LLY | 10,450 | +449 | $1,450 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
35,023 | +30,103 | $1,437 |
| VEU | 35,023 | +30,103 | $1,437 |
| ISHARES TR (IWB) |
10,022 | UNCH | $1,418 |
| IWB | 10,022 | UNCH | $1,418 |
| WALMART INC |
12,380 | -241 | $1,407 |
| WMT | 12,380 | -241 | $1,407 |
| AMAZON COM INC |
704 | +42 | $1,373 |
| AMZN | 704 | +42 | $1,373 |
| VANGUARD INDEX FDS (VTV) |
14,328 | -456 | $1,276 |
| VTV | 14,328 | -456 | $1,276 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
36,282 | -96,239 | $1,210 |
| VEA | 36,282 | -96,239 | $1,210 |
| AT&T INC |
38,544 | +808 | $1,124 |
| T | 38,544 | +808 | $1,124 |
| VANGUARD INDEX FDS (VUG) |
7,087 | -64 | $1,111 |
| VUG | 7,087 | -64 | $1,111 |
| PFIZER INC |
31,604 | +905 | $1,032 |
| PFE | 31,604 | +905 | $1,032 |
| VANGUARD SCOTTSDALE FDS (VONV) |
11,836 | +3,282 | $1,030 |
| VONV | 11,836 | +3,282 | $1,030 |
| ABBOTT LABS |
12,812 | -358 | $1,011 |
| ABT | 12,812 | -358 | $1,011 |
See Full List: All Stocks Held By Plancorp LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Plancorp LLC
|
Size ($ in 1000's)
At 03/31/2020: $258,394 At 12/31/2019: $326,370 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 |
