Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAX) | 2,800,507 | +59,581 | $68,388 |
DFAX | 2,800,507 | +59,581 | $68,388 |
DIMENSIONAL ETF TRUST (DFAC) | 2,123,949 | -28,395 | $62,083 |
DFAC | 2,123,949 | -28,395 | $62,083 |
DIMENSIONAL ETF TRUST (DUHP) | 1,599,476 | +3,196 | $45,761 |
DUHP | 1,599,476 | +3,196 | $45,761 |
DIMENSIONAL ETF TRUST (DIHP) | 1,667,386 | +44,218 | $42,785 |
DIHP | 1,667,386 | +44,218 | $42,785 |
DIMENSIONAL ETF TRUST (DFIV) | 868,344 | +14,968 | $29,836 |
DFIV | 868,344 | +14,968 | $29,836 |
DIMENSIONAL ETF TRUST (DFUV) | 800,873 | +1,374 | $29,808 |
DFUV | 800,873 | +1,374 | $29,808 |
DIMENSIONAL ETF TRUST (DFAT) | 428,690 | -11,387 | $22,433 |
DFAT | 428,690 | -11,387 | $22,433 |
DIMENSIONAL ETF TRUST (DISV) | 773,928 | +22,387 | $19,956 |
DISV | 773,928 | +22,387 | $19,956 |
DIMENSIONAL ETF TRUST (DFAS) | 313,093 | +1,341 | $18,667 |
DFAS | 313,093 | +1,341 | $18,667 |
DIMENSIONAL ETF TRUST (DFGR) | 464,623 | +21,136 | $12,071 |
DFGR | 464,623 | +21,136 | $12,071 |
DIMENSIONAL ETF TRUST (DFEM) | 456,483 | +9,873 | $11,394 |
DFEM | 456,483 | +9,873 | $11,394 |
DIMENSIONAL ETF TRUST (DFIS) | 413,961 | +11,970 | $10,005 |
DFIS | 413,961 | +11,970 | $10,005 |
APPLE INC | 39,387 | -755 | $7,583 |
AAPL | 39,387 | -755 | $7,583 |
DEERE & CO | 15,704 | -230 | $6,280 |
DE | 15,704 | -230 | $6,280 |
DIMENSIONAL ETF TRUST (DFSU) | 200,300 | +53,166 | $6,235 |
DFSU | 200,300 | +53,166 | $6,235 |
DIMENSIONAL ETF TRUST (DFSI) | 191,984 | +54,641 | $6,150 |
DFSI | 191,984 | +54,641 | $6,150 |
VANGUARD WELLINGTON FD (VTES) | 32,002 | +32,002 | $3,245 |
VTES | 32,002 | +32,002 | $3,245 |
BERKSHIRE HATHAWAY INC DEL | $2,560 | ||
BRK.B | 7,178 | -33 | $2,560 |
DIMENSIONAL ETF TRUST (DFSD) | 48,776 | UNCH | $2,293 |
DFSD | 48,776 | UNCH | $2,293 |
VANGUARD SPECIALIZED FUNDS (VIG) | 11,111 | +56 | $1,893 |
VIG | 11,111 | +56 | $1,893 |
MICROSOFT CORP | 4,383 | +145 | $1,648 |
MSFT | 4,383 | +145 | $1,648 |
UNITEDHEALTH GROUP INC | 2,927 | -1 | $1,541 |
UNH | 2,927 | -1 | $1,541 |
AMAZON COM INC | 9,273 | -1,959 | $1,409 |
AMZN | 9,273 | -1,959 | $1,409 |
DIMENSIONAL ETF TRUST (DFSE) | 40,785 | +11,557 | $1,290 |
DFSE | 40,785 | +11,557 | $1,290 |
HOME DEPOT INC | 3,243 | -43 | $1,124 |
HD | 3,243 | -43 | $1,124 |
PROCTER AND GAMBLE CO | 7,580 | -8 | $1,111 |
PG | 7,580 | -8 | $1,111 |
ISHARES TR (IVV) | 2,236 | -476 | $1,068 |
IVV | 2,236 | -476 | $1,068 |
ISHARES TR (IVE) | 5,868 | UNCH | $1,020 |
IVE | 5,868 | UNCH | $1,020 |
ISHARES TR (IVW) | 10,287 | -682 | $773 |
IVW | 10,287 | -682 | $773 |
JPMORGAN CHASE & CO | 4,498 | +14 | $765 |
JPM | 4,498 | +14 | $765 |
SPDR S&P 500 ETF TR (SPY) | 1,505 | +558 | $715 |
SPY | 1,505 | +558 | $715 |
ORACLE CORP | 5,831 | -4,955 | $615 |
ORCL | 5,831 | -4,955 | $615 |
COCA COLA CO | 8,114 | +24 | $478 |
KO | 8,114 | +24 | $478 |
UNION PAC CORP | 1,942 | +15 | $477 |
UNP | 1,942 | +15 | $477 |
VISA INC | 1,671 | +35 | $435 |
V | 1,671 | +35 | $435 |
CATERPILLAR INC | 1,463 | -4 | $433 |
CAT | 1,463 | -4 | $433 |
STARBUCKS CORP | 4,469 | +54 | $429 |
SBUX | 4,469 | +54 | $429 |
ISHARES TR (IJT) | 3,321 | -54 | $416 |
IJT | 3,321 | -54 | $416 |
SCHWAB STRATEGIC TR | 7,355 | +2 | $409 |
SCHB | 7,355 | +2 | $409 |
INTUITIVE SURGICAL INC | 1,201 | -6 | $405 |
ISRG | 1,201 | -6 | $405 |
JOHNSON & JOHNSON | 2,367 | -7 | $371 |
JNJ | 2,367 | -7 | $371 |
DANAHER CORPORATION | 1,582 | UNCH | $366 |
DHR | 1,582 | UNCH | $366 |
BOEING CO | 1,351 | +44 | $352 |
BA | 1,351 | +44 | $352 |
ELI LILLY & CO | 560 | -2 | $326 |
LLY | 560 | -2 | $326 |
WALMART INC | 2,046 | +80 | $323 |
WMT | 2,046 | +80 | $323 |
COSTCO WHSL CORP NEW | 471 | +19 | $311 |
COST | 471 | +19 | $311 |
UNITED SEC BANCSHARES CALIF (UBFO) | 36,025 | +36,025 | $303 |
UBFO | 36,025 | +36,025 | $303 |
NVIDIA CORPORATION | 610 | +610 | $302 |
NVDA | 610 | +610 | $302 |
INTERNATIONAL BUSINESS MACHS | 1,750 | -82 | $286 |
IBM | 1,750 | -82 | $286 |
WEC ENERGY GROUP INC | 3,393 | -13 | $286 |
WEC | 3,393 | -13 | $286 |
See Full List: All Stocks Held By Planning Center Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Planning Center Inc.
Size ($ in 1000's)
At 12/31/2023: $431,271 At 09/30/2023: $384,870 Planning Center Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Planning Center Inc. 13F filings. Link to 13F filings: SEC filings |