Center for Financial Planning, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF Center for Financial Planning, Inc. | Institutional Filer | ▼ 0.32% | $958.0M | 658 |
Current Portfolio Holdings
Showing all 658 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 544K | $325.2M | 33.95% |
| 2 | AGG | ISHARES TR | — | 1.1M | $104.6M | 10.92% |
| 3 | SPDW | SPDR INDEX SHS FDS | — | 1.6M | $73.6M | 7.68% |
| 4 | VB | VANGUARD INDEX FDS | — | 255K | $66.9M | 6.98% |
| 5 | VO | VANGUARD INDEX FDS | — | 168K | $48.2M | 5.03% |
| 6 | IEFA | ISHARES TR | — | 436K | $39.4M | 4.12% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | — | 578K | $31.2M | 3.26% |
| 8 | QUAL | ISHARES TR | — | 91K | $17.4M | 1.81% |
| 9 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 19 | $13.6M | 1.42% |
| 10 | VBR | VANGUARD INDEX FDS | — | 56K | $12.1M | 1.26% |
| 11 | VXUS | VANGUARD STAR FDS | — | 131K | $10.1M | 1.06% |
| 12 | MSFT | Microsoft Corporation | Technology | 26K | $9.8M | 1.02% |
| 13 | AAPL | Apple Inc. | Technology | 32K | $8.1M | 0.84% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 15K | $7.2M | 0.76% |
| 15 | GOOG | Alphabet Inc. | Technology | 20K | $5.6M | 0.59% |
Showing 1 to 15 of 658 holdings