Planning Center, Inc.
78 holdingsFiling period: 2026-03-31Current AUM: $1.04Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DUSB | DIMENSIONAL ETF TRUST | 3.55M | $180.2M | $180.3M | 17.33% | +135.8K | 2026-03-31 |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 2.81M | $134.5M | $132.9M | 12.77% | +114.3K | 2026-03-31 |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 2.43M | $82.7M | $88.9M | 8.54% | -174,690 | 2026-03-31 |
| 4 | DFGX | DIMENSIONAL ETF TRUST | 1.55M | $81.4M | $81.0M | 7.79% | +76.8K | 2026-03-31 |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 1.88M | $73.0M | $83.6M | 8.03% | -43,687 | 2026-03-31 |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 1.65M | $60.7M | $68.0M | 6.54% | +34.8K | 2026-03-31 |
| 7 | DIHP | DIMENSIONAL ETF TRUST | 1.83M | $58.9M | $63.1M | 6.06% | -28,836 | 2026-03-31 |
| 8 | DFIP | DIMENSIONAL ETF TRUST | 1.06M | $44.2M | $42.9M | 4.12% | +42.2K | 2026-03-31 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 673.9K | $35.6M | $38.6M | 3.71% | -73,006 | 2026-03-31 |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 711.3K | $34.5M | $39.5M | 3.80% | -46,786 | 2026-03-31 |
| 11 | DFAT | DIMENSIONAL ETF TRUST | 467.6K | $29.2M | $33.1M | 3.18% | +6.5K | 2026-03-31 |
| 12 | DISV | DIMENSIONAL ETF TRUST | 688.5K | $27.2M | $29.1M | 2.80% | -43,813 | 2026-03-31 |
| 13 | DFAS | DIMENSIONAL ETF TRUST | 300.5K | $21.4M | $24.3M | 2.34% | -12,679 | 2026-03-31 |
| 14 | DFEM | DIMENSIONAL ETF TRUST | 481.7K | $16.6M | $18.2M | 1.75% | -9,744 | 2026-03-31 |
| 15 | DFGR | DIMENSIONAL ETF TRUST | 547.1K | $14.5M | $16.3M | 1.57% | -2,182 | 2026-03-31 |
| 16 | DFIS | DIMENSIONAL ETF TRUST | 411.6K | $13.9M | $14.8M | 1.42% | -20,729 | 2026-03-31 |
| 17 | DFSB | DIMENSIONAL ETF TRUST | 189.0K | $9.8M | $9.6M | 0.92% | +4.7K | 2026-03-31 |
| 18 | AAPL | APPLE INC | 31.9K | $8.1M | $9.9M | 0.95% | -1,903 | 2026-03-31 |
| 19 | DE | DEERE & CO | 14.1K | $7.9M | $8.3M | 0.80% | -448 | 2026-03-31 |
| 20 | DFSI | DIMENSIONAL ETF TRUST | 181.8K | $7.7M | $8.4M | 0.80% | -8,629 | 2026-03-31 |
| 21 | DFSU | DIMENSIONAL ETF TRUST | 184.7K | $7.6M | $8.7M | 0.84% | +2.1K | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 6.6K | $3.2M | $3.2M | 0.31% | -58 | 2026-03-31 |
| 23 | VGUS | VANGUARD INSTL INDEX FD | 24.2K | $1.8M | $1.8M | 0.18% | -6,018 | 2026-03-31 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | 8.4K | $1.8M | $2.0M | 0.19% | -1,447 | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 4.8K | $1.8M | $2.2M | 0.21% | +551 | 2026-03-31 |
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