Center for Financial Planning, Inc.
612 holdingsFiling period: 2026-06-30Current AUM: $1.08Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 549.2K | $377.2M | $386.3M | 35.72% | +5.0K | 2026-06-30 |
| 2 | AGG | iShares TR | 1.08M | $107.3M | $104.1M | 9.62% | +30.1K | 2026-06-30 |
| 3 | SPDW | Spdr Index Shs Fds | 1.67M | $84.0M | $82.1M | 7.59% | +55.8K | 2026-06-30 |
| 4 | VB | Vanguard Index Fds | 257.1K | $77.9M | $74.2M | 6.86% | +1.7K | 2026-06-30 |
| 5 | VO | Vanguard Index Fds | 678.3K | $54.6M | $55.1M | 5.10% | +510.5K | 2026-06-30 |
| 6 | IEFA | iShares TR | 433.7K | $41.9M | $41.6M | 3.85% | -1,970 | 2026-06-30 |
| 7 | VWO | Vanguard Intl Equity Index F | 592.2K | $35.3M | $33.5M | 3.09% | +14.1K | 2026-06-30 |
| 8 | QUAL | iShares TR | 89.8K | $19.7M | $20.1M | 1.86% | -751 | 2026-06-30 |
| 9 | BRK-A | Berkshire Hathaway Inc Del | 19 | $14.2M | $14.2M | 1.32% | -- | 2026-06-30 |
| 10 | VBR | Vanguard Index Fds | 56.0K | $13.6M | $13.5M | 1.25% | +251 | 2026-06-30 |
| 11 | VXUS | Vanguard Star Fds | 131.2K | $11.2M | $10.8M | 1.00% | -64 | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 26.4K | $9.8M | $14.0M | 1.30% | -98 | 2026-06-30 |
| 13 | AAPL | Apple Inc | 32.0K | $9.3M | $11.0M | 1.02% | +173 | 2026-06-30 |
| 14 | BRK-B | Berkshire Hathaway Inc Del | 15.3K | $7.6M | $7.6M | 0.71% | +140 | 2026-06-30 |
| 15 | GOOG | Alphabet Inc | 19.6K | $6.9M | $6.1M | 0.57% | +25 | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 25.2K | $6.0M | $6.3M | 0.58% | +415 | 2026-06-30 |
| 17 | JPM | JPMorgan Chase & Co | 17.3K | $5.7M | $5.8M | 0.53% | -82 | 2026-06-30 |
| 18 | VUG | Vanguard Index Fds | 53.0K | $4.6M | $4.6M | 0.43% | +44.1K | 2026-06-30 |
| 19 | ABBV | Abbvie Inc | 17.4K | $4.4M | $5.0M | 0.46% | -- | 2026-06-30 |
| 20 | VSS | Vanguard Intl Equity Index F | 28.2K | $4.3M | $4.2M | 0.39% | -352 | 2026-06-30 |
| 21 | JNJ | Johnson & Johnson | 15.8K | $4.0M | $4.2M | 0.39% | -120 | 2026-06-30 |
| 22 | VGT | Vanguard World FD | 32.8K | $3.9M | $4.0M | 0.37% | +28.7K | 2026-06-30 |
| 23 | AVGO | Broadcom Inc | 10.0K | $3.8M | $3.3M | 0.30% | +228 | 2026-06-30 |
| 24 | IJH | iShares TR | 48.7K | $3.8M | $3.5M | 0.33% | -858 | 2026-06-30 |
| 25 | VBK | Vanguard Index Fds | 10.1K | $3.7M | $3.3M | 0.31% | -417 | 2026-06-30 |
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