Comprehensive Financial Planning, Inc./PA 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF Comprehensive Financial Planning, Inc./PA | Institutional Filer | ▼ 4.51% | $144.4M | 387 |
Current Portfolio Holdings
Showing all 387 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS HENDERSON AAA CLO ETF | — | 172K | $8.7M | 6.00% |
| 2 | NVDA | NVIDIA Corporation | Technology | 43K | $7.5M | 5.16% |
| 3 | AAPL | Apple Inc. | Technology | 29K | $7.3M | 5.03% |
| 4 | VOO | VANGUARD S&P 500 ETF | — | 9K | $5.3M | 3.67% |
| 5 | XLG | INVESCO S&P 500 TOP 50 ETF | — | 92K | $5.0M | 3.48% |
| 6 | IVV | ISHARES CORE S&P 500 ETF | — | 7K | $4.6M | 3.19% |
| 7 | META | Meta Platforms, Inc. | Technology | 6K | $3.3M | 2.31% |
| 8 | JIVE | JPMORGAN INTERNATIONAL VALUE ETF | — | 38K | $3.2M | 2.23% |
| 9 | JGRO | JPMORGAN ACTIVE GROWTH ETF | — | 36K | $3.1M | 2.13% |
| 10 | MSFT | Microsoft Corporation | Technology | 8K | $2.9M | 1.98% |
| 11 | TCHP | T. ROWE PRICE BLUE CHIP GROWTH ETF | — | 64K | $2.8M | 1.95% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 13K | $2.8M | 1.92% |
| 13 | DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | — | 31K | $2.7M | 1.89% |
| 14 | SPY | SPDR S&P 500 ETF Trust | — | 4K | $2.5M | 1.76% |
| 15 | IVW | ISHARES S&P 500 GROWTH ETF | — | 22K | $2.5M | 1.73% |
Showing 1 to 15 of 387 holdings