All Stocks Held By Planning Center Inc.

As of 03/31/2024, we find all stocks held by Planning Center Inc. to be as follows, presented in the table below with each row detailing each Planning Center Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Planning Center Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Planning Center Inc. as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFAX)	2,832,063	+31,556	$72,048
DFAX	2,832,063	+31,556	$72,048
DIMENSIONAL ETF TRUST (DFAC)	2,075,712	-48,237	$66,319
DFAC	2,075,712	-48,237	$66,319
DIMENSIONAL ETF TRUST (DUHP)	1,626,829	+27,353	$51,424
DUHP	1,626,829	+27,353	$51,424
DIMENSIONAL ETF TRUST (DIHP)	1,770,907	+103,521	$47,708
DIHP	1,770,907	+103,521	$47,708
DIMENSIONAL ETF TRUST (DFIV)	870,400	+2,056	$31,987
DFIV	870,400	+2,056	$31,987
DIMENSIONAL ETF TRUST (DFUV)	767,437	-33,436	$31,388
DFUV	767,437	-33,436	$31,388
DIMENSIONAL ETF TRUST (DFAT)	439,251	+10,561	$23,908
DFAT	439,251	+10,561	$23,908
DIMENSIONAL ETF TRUST (DISV)	808,480	+34,552	$21,983
DISV	808,480	+34,552	$21,983
DIMENSIONAL ETF TRUST (DFAS)	311,796	-1,297	$19,437
DFAS	311,796	-1,297	$19,437
DIMENSIONAL ETF TRUST (DFEM)	490,239	+33,756	$12,496
DFEM	490,239	+33,756	$12,496
DIMENSIONAL ETF TRUST (DFGR)	479,783	+15,160	$12,249
DFGR	479,783	+15,160	$12,249
DIMENSIONAL ETF TRUST (DFIS)	444,873	+30,912	$11,149
DFIS	444,873	+30,912	$11,149
DIMENSIONAL ETF TRUST (DFSU)	202,632	+2,332	$6,973
DFSU	202,632	+2,332	$6,973
DIMENSIONAL ETF TRUST (DFSI)	199,534	+7,550	$6,718
DFSI	199,534	+7,550	$6,718
APPLE INC	37,244	-2,143	$6,387
AAPL	37,244	-2,143	$6,387
DEERE & CO	15,514	-190	$6,372
DE	15,514	-190	$6,372
BERKSHIRE HATHAWAY INC DEL			$2,933
BRK.B	6,974	-204	$2,933
DIMENSIONAL ETF TRUST (DFSD)	48,776	UNCH	$2,294
DFSD	48,776	UNCH	$2,294
VANGUARD SPECIALIZED FUNDS (VIG)	10,930	-181	$1,996
VIG	10,930	-181	$1,996
MICROSOFT CORP	4,481	+98	$1,885
MSFT	4,481	+98	$1,885
AMAZON COM INC	9,310	+37	$1,679
AMZN	9,310	+37	$1,679
UNITEDHEALTH GROUP INC	2,927	UNCH	$1,448
UNH	2,927	UNCH	$1,448
DIMENSIONAL ETF TRUST (DFSE)	43,480	+2,695	$1,400
DFSE	43,480	+2,695	$1,400
HOME DEPOT INC	3,277	+34	$1,257
HD	3,277	+34	$1,257
ISHARES TR (IVV)	2,160	-76	$1,136
IVV	2,160	-76	$1,136
VANGUARD WELLINGTON FD (VTES)	11,127	-20,875	$1,120
VTES	11,127	-20,875	$1,120
PROCTER AND GAMBLE CO	6,472	-1,108	$1,050
PG	6,472	-1,108	$1,050
JPMORGAN CHASE & CO	4,642	+144	$930
JPM	4,642	+144	$930
ISHARES TR (IVW)	10,037	-250	$848
IVW	10,037	-250	$848
SPDR S&P 500 ETF TR (SPY)	1,510	+5	$790
SPY	1,510	+5	$790
ORACLE CORP	5,843	+12	$734
ORCL	5,843	+12	$734
NVIDIA CORPORATION	675	+65	$610
NVDA	675	+65	$610
CATERPILLAR INC	1,463	UNCH	$536
CAT	1,463	UNCH	$536
INTUITIVE SURGICAL INC	1,201	UNCH	$479
ISRG	1,201	UNCH	$479
UNION PAC CORP	1,942	UNCH	$477
UNP	1,942	UNCH	$477
VISA INC	1,671	UNCH	$466
V	1,671	UNCH	$466
ISHARES TR (IVE)	2,420	-3,448	$452
IVE	2,420	-3,448	$452
SCHWAB STRATEGIC TR	7,357	+2	$449
SCHB	7,357	+2	$449
ELI LILLY & CO	560	UNCH	$436
LLY	560	UNCH	$436
STARBUCKS CORP	4,478	+9	$409
SBUX	4,478	+9	$409
DANAHER CORPORATION	1,582	UNCH	$395
DHR	1,582	UNCH	$395
JOHNSON & JOHNSON	2,448	+81	$387
JNJ	2,448	+81	$387
COCA COLA CO	6,310	-1,804	$386
KO	6,310	-1,804	$386
WALMART INC	6,155	+4,109	$370
WMT	6,155	+4,109	$370
ALPHABET INC	2,140	+165	$326
GOOG	2,140	+165	$326
SCHWAB STRATEGIC TR	5,007	+5,007	$311
SCHX	5,007	+5,007	$311
INTERNATIONAL BUSINESS MACHS	1,625	-125	$310
IBM	1,625	-125	$310
MERCK & CO INC	2,163	UNCH	$285
MRK	2,163	UNCH	$285
UNITED SEC BANCSHARES CALIF (UBFO)	36,025	UNCH	$278
UBFO	36,025	UNCH	$278
BOEING CO	1,351	UNCH	$261
BA	1,351	UNCH	$261
T MOBILE US INC	1,583	UNCH	$258
TMUS	1,583	UNCH	$258
VANGUARD SCOTTSDALE FDS (VGSH)	4,321	UNCH	$251
VGSH	4,321	UNCH	$251
ABBVIE INC	1,293	+1,293	$235
ABBV	1,293	+1,293	$235
META PLATFORMS INC	456	+456	$222
META	456	+456	$222
VANGUARD WHITEHALL FDS (VYM)	1,820	+1,820	$220
VYM	1,820	+1,820	$220
ALPHABET INC	1,388	+1,388	$209
GOOGL	1,388	+1,388	$209
PEPSICO INC	1,194	+2	$209
PEP	1,194	+2	$209
XCEL ENERGY INC	3,806	-2	$205
XEL	3,806	-2	$205
COSTCO WHSL CORP NEW			$0 (exited)
COST	0	-471	$0
ISHARES TR			$0 (exited)
IJT	0	-3,321	$0
ISHARES TR			$0 (exited)
IWF	0	-804	$0
PIEDMONT OFFICE REALTY TR IN			$0 (exited)
PDM	0	-11,698	$0
WEC ENERGY GROUP INC			$0 (exited)
WEC	0	-3,393	$0
WELLS FARGO CO NEW	0	-5,554	$0 (exited)
WFC	0	-5,554	$0

See Summary: Planning Center Inc. Top Holdings
See Details: Top 10 Stocks Held By Planning Center Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
SCHX	+5,007	+$311
ABBV	+1,293	+$235
META	+456	+$222
VYM	+1,820	+$220
GOOGL	+1,388	+$209

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
IJT	-3,321	-$416
COST	-471	-$311
WEC	-3,393	-$286
WFC	-5,554	-$273
IWF	-804	-$244
PDM	-11,698	-$83

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DIHP	+103,521	+$4,923
DISV	+34,552	+$2,027
DFEM	+33,756	+$1,102
DFAX	+31,556	+$3,660
DFIS	+30,912	+$1,144
DUHP	+27,353	+$5,663
DFGR	+15,160	+$178
DFAT	+10,561	+$1,475
DFSI	+7,550	+$568
WMT	+4,109	+$47

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DFAC	-48,237	+$4,236
DFUV	-33,436	+$1,580
VTES	-20,875	-$2,125
IVE	-3,448	-$568
AAPL	-2,143	-$1,196
KO	-1,804	-$92
DFAS	-1,297	+$770
PG	-1,108	-$61
IVW	-250	+$75

Planning Center Inc. Info

Size ($ in 1000's)
At 03/31/2024: $459,478
At 12/31/2023: $431,271

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

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