EdgeMarket › What Center For Financial Planning, Inc. reported owning
What Center For Financial Planning, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
958.0MPositions
658Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 325.2M | 33.9% | 544.2K | 703.71 | +20.0% |
| AGG iShares Core U.S. Aggregate Bond ETF | 104.6M | 10.9% | 1.1M | 97.35 | -1.7% |
| SPDW State Street SPDR Portfolio Developed World ex | 73.6M | 7.7% | 1.6M | 52.02 | +24.4% |
| VB Vanguard Morningstar Small-Cap ETF | 66.9M | 7.0% | 255.4K | 304.76 | +24.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 48.2M | 5.0% | 167.8K | 82.97 | +15.9% |
| IEFA iShares Core MSCI EAFE ETF | 39.4M | 4.1% | 435.6K | 100.85 | +16.8% |
| VWO Vanguard FTSE Emerging Markets ETF | 31.2M | 3.3% | 578.0K | 60.45 | +17.7% |
| QUAL iShares MSCI USA Quality Factor ETF | 17.4M | 1.8% | 90.6K | 223.22 | +19.3% |
| unmapped CUSIP 084670108 | 13.6M | 1.4% | 19 | — | — |
| VBR Vanguard Morningstar Small-Cap Value ETF | 12.1M | 1.3% | 55.8K | 249.18 | +22.7% |
| VXUS Vanguard Total International Stock ETF | 10.1M | 1.1% | 131.3K | 87.71 | +22.7% |
| MSFT MICROSOFT CORP | 9.8M | 1.0% | 26.5K | 483.24 | -4.4% |
| AAPL Apple Inc. | 8.1M | 0.8% | 31.8K | 309.35 | +36.9% |
| unmapped CUSIP 084670702 | 7.2M | 0.8% | 15.1K | — | — |
| GOOG Alphabet Inc. | 5.6M | 0.6% | 19.5K | 341.75 | +70.7% |
| AMZN AMAZON COM INC | 5.2M | 0.5% | 24.8K | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 5.1M | 0.5% | 17.4K | 351.58 | +20.3% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 4.2M | 0.4% | 28.5K | 160.06 | +15.9% |
| JNJ JOHNSON & JOHNSON | 3.9M | 0.4% | 15.9K | 270.24 | +51.1% |
| VUG Vanguard Morningstar Growth ETF | 3.9M | 0.4% | 8.9K | 87.50 | +15.9% |
| ABBV AbbVie Inc. | 3.8M | 0.4% | 17.4K | 264.96 | +26.7% |
| IJH iShares Core S&P Mid-Cap ETF | 3.3M | 0.3% | 49.5K | 76.77 | +20.8% |
| LMBS First Trust Low Duration Opportunities ETF | 3.3M | 0.3% | 66.5K | 49.53 | -0.0% |
| NEE NEXTERA ENERGY INC | 3.3M | 0.3% | 35.2K | 83.65 | +9.8% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 3.2M | 0.3% | 10.5K | 358.65 | +26.5% |
| AVGO Broadcom Inc. | 3.0M | 0.3% | 9.8K | 368.45 | +26.5% |
| MCK MCKESSON CORP | 2.8M | 0.3% | 3.3K | 858.90 | +22.2% |
| VGT Vanguard Information Tech ETF | 2.8M | 0.3% | 4.1K | 118.42 | +38.5% |
| SPY SPDR S&P 500 ETF TRUST | 2.8M | 0.3% | 4.4K | 765.72 | +20.0% |
| RJF RAYMOND JAMES FINANCIAL INC | 2.8M | 0.3% | 19.1K | 175.20 | +7.8% |
| PG PROCTER & GAMBLE Co | 2.7M | 0.3% | 18.4K | 144.68 | -9.3% |
| XOM ExxonMobil Holdings Corp | 2.6M | 0.3% | 15.6K | 165.11 | +52.1% |
| CVX CHEVRON CORP | 2.5M | 0.3% | 12.3K | 205.27 | +34.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 2.5M | 0.3% | 7.9K | 378.24 | +20.5% |
| BUFR FT Vest Laddered Buffer ETF | 2.5M | 0.3% | 74.1K | 37.30 | +14.5% |
| FSIG First Trust Limited Duration Investment Grade | 2.5M | 0.3% | 131.8K | 18.77 | -2.2% |
| MSI Motorola Solutions, Inc. | 2.2M | 0.2% | 5.1K | 480.47 | +4.0% |
| VTV Vanguard Morningstar Value ETF | 2.2M | 0.2% | 11.3K | 226.40 | +24.6% |
| PEP PEPSICO INC | 2.1M | 0.2% | 13.3K | 143.48 | -4.8% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 2.1M | 0.2% | 43.5K | 46.63 | -1.8% |
| TMO THERMO FISHER SCIENTIFIC INC. | 1.9M | 0.2% | 4.0K | 629.27 | +27.2% |
| AXP AMERICAN EXPRESS CO | 1.9M | 0.2% | 6.4K | 336.00 | +8.9% |
| NVDA NVIDIA CORP | 1.9M | 0.2% | 10.8K | 214.72 | +22.4% |
| CL COLGATE PALMOLIVE CO | 1.8M | 0.2% | 21.5K | 91.08 | +5.8% |
| ABT ABBOTT LABORATORIES | 1.8M | 0.2% | 17.7K | 116.64 | -11.9% |
| KO COCA COLA CO | 1.8M | 0.2% | 23.4K | 91.10 | +28.9% |
| CRM Salesforce, Inc. | 1.8M | 0.2% | 9.5K | 209.17 | -15.1% |
| VV Vanguard Morningstar Large-Cap ETF | 1.7M | 0.2% | 5.8K | 352.60 | +19.8% |
| SYK STRYKER CORP | 1.7M | 0.2% | 5.1K | 329.45 | -15.9% |
| MCD MCDONALDS CORP | 1.6M | 0.2% | 5.3K | 270.95 | -13.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →