Center for Financial Planning, Inc.
662 holdingsFiling period: 2026-03-31Current AUM: $1.06Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 544.2K | $325.2M | $373.7M | 35.16% | +2.9K | 2026-03-31 |
| 2 | AGG | ISHARES TR | 1.05M | $104.6M | $102.6M | 9.65% | +22.8K | 2026-03-31 |
| 3 | SPDW | SPDR INDEX SHS FDS | 1.61M | $73.6M | $80.7M | 7.59% | +1.61M | 2026-03-31 |
| 4 | VB | VANGUARD INDEX FDS | 255.4K | $66.9M | $75.4M | 7.09% | +193 | 2026-03-31 |
| 5 | VO | VANGUARD INDEX FDS | 167.8K | $48.2M | $54.3M | 5.11% | +2.8K | 2026-03-31 |
| 6 | IEFA | ISHARES TR | 435.6K | $39.4M | $42.8M | 4.03% | -665,176 | 2026-03-31 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 578.0K | $31.2M | $34.0M | 3.19% | +3.7K | 2026-03-31 |
| 8 | QUAL | ISHARES TR | 90.6K | $17.4M | $19.9M | 1.87% | -1,306 | 2026-03-31 |
| 9 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 19 | $13.6M | $13.6M | 1.28% | -- | 2026-03-31 |
| 10 | VBR | VANGUARD INDEX FDS | 55.8K | $12.1M | $13.6M | 1.28% | -1,536 | 2026-03-31 |
| 11 | VXUS | VANGUARD STAR FDS | 131.3K | $10.1M | $11.1M | 1.04% | -2,155 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 26.5K | $9.8M | $12.3M | 1.16% | +2.6K | 2026-03-31 |
| 13 | AAPL | APPLE INC | 31.8K | $8.1M | $9.8M | 0.92% | -172 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 15.1K | $7.2M | $7.2M | 0.68% | -188 | 2026-03-31 |
| 15 | GOOG | ALPHABET INC | 19.5K | $5.6M | $7.0M | 0.66% | -- | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 24.8K | $5.2M | $6.7M | 0.63% | +15 | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO | 17.4K | $5.1M | $6.1M | 0.57% | +11 | 2026-03-31 |
| 18 | VSS | VANGUARD INTL EQUITY INDEX F | 28.5K | $4.2M | $4.3M | 0.40% | +106 | 2026-03-31 |
| 19 | JNJ | JOHNSON & JOHNSON | 15.9K | $3.9M | $4.1M | 0.38% | -95 | 2026-03-31 |
| 20 | VUG | VANGUARD INDEX FDS | 8.9K | $3.9M | $4.5M | 0.43% | -- | 2026-03-31 |
| 21 | ABBV | ABBVIE INC | 17.4K | $3.8M | $4.4M | 0.41% | -33 | 2026-03-31 |
| 22 | IJH | ISHARES TR | 49.5K | $3.3M | $3.7M | 0.35% | -425 | 2026-03-31 |
| 23 | LMBS | FIRST TR EXCHANGE-TRADED FD | 66.5K | $3.3M | $3.3M | 0.31% | +540 | 2026-03-31 |
| 24 | NEE | NEXTERA ENERGY INC | 35.2K | $3.3M | $3.1M | 0.29% | -340 | 2026-03-31 |
| 25 | VBK | VANGUARD INDEX FDS | 10.5K | $3.2M | $3.6M | 0.34% | -342 | 2026-03-31 |
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