 |
Size ($ in 1000's)
At 03/31/2024: $459,478
At 12/31/2023: $431,271
Planning Center Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Planning Center Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Planning Center Inc. top holdings by largest position size, as per the latest 13f filing made by Planning Center Inc..
In the Planning Center Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Planning Center Inc. in that top holding, then the share count change between reporting periods, and finally the Planning Center Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAX) |
2,832,063 |
+31,556 |
$72,048 | | DFAX | 2,832,063 | +31,556 | $72,048 | | DIMENSIONAL ETF TRUST (DFAC) |
2,075,712 |
-48,237 |
$66,319 | | DFAC | 2,075,712 | -48,237 | $66,319 | | DIMENSIONAL ETF TRUST (DUHP) |
1,626,829 |
+27,353 |
$51,424 | | DUHP | 1,626,829 | +27,353 | $51,424 | | DIMENSIONAL ETF TRUST (DIHP) |
1,770,907 |
+103,521 |
$47,708 | | DIHP | 1,770,907 | +103,521 | $47,708 | | DIMENSIONAL ETF TRUST (DFIV) |
870,400 |
+2,056 |
$31,987 | | DFIV | 870,400 | +2,056 | $31,987 | | DIMENSIONAL ETF TRUST (DFUV) |
767,437 |
-33,436 |
$31,388 | | DFUV | 767,437 | -33,436 | $31,388 | | DIMENSIONAL ETF TRUST (DFAT) |
439,251 |
+10,561 |
$23,908 | | DFAT | 439,251 | +10,561 | $23,908 | | DIMENSIONAL ETF TRUST (DISV) |
808,480 |
+34,552 |
$21,983 | | DISV | 808,480 | +34,552 | $21,983 | | DIMENSIONAL ETF TRUST (DFAS) |
311,796 |
-1,297 |
$19,437 | | DFAS | 311,796 | -1,297 | $19,437 | | DIMENSIONAL ETF TRUST (DFEM) |
490,239 |
+33,756 |
$12,496 | | DFEM | 490,239 | +33,756 | $12,496 | | DIMENSIONAL ETF TRUST (DFGR) |
479,783 |
+15,160 |
$12,249 | | DFGR | 479,783 | +15,160 | $12,249 | | DIMENSIONAL ETF TRUST (DFIS) |
444,873 |
+30,912 |
$11,149 | | DFIS | 444,873 | +30,912 | $11,149 | | DIMENSIONAL ETF TRUST (DFSU) |
202,632 |
+2,332 |
$6,973 | | DFSU | 202,632 | +2,332 | $6,973 | | DIMENSIONAL ETF TRUST (DFSI) |
199,534 |
+7,550 |
$6,718 | | DFSI | 199,534 | +7,550 | $6,718 | | APPLE INC |
37,244 |
-2,143 |
$6,387 | | AAPL | 37,244 | -2,143 | $6,387 | | DEERE & CO |
15,514 |
-190 |
$6,372 | | DE | 15,514 | -190 | $6,372 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$2,933 | | BRK.B | 6,974 | -204 | $2,933 | | DIMENSIONAL ETF TRUST (DFSD) |
48,776 |
UNCH |
$2,294 | | DFSD | 48,776 | UNCH | $2,294 | | VANGUARD SPECIALIZED FUNDS (VIG) |
10,930 |
-181 |
$1,996 | | VIG | 10,930 | -181 | $1,996 | | MICROSOFT CORP |
4,481 |
+98 |
$1,885 | | MSFT | 4,481 | +98 | $1,885 | | AMAZON COM INC |
9,310 |
+37 |
$1,679 | | AMZN | 9,310 | +37 | $1,679 | | UNITEDHEALTH GROUP INC |
2,927 |
UNCH |
$1,448 | | UNH | 2,927 | UNCH | $1,448 | | DIMENSIONAL ETF TRUST (DFSE) |
43,480 |
+2,695 |
$1,400 | | DFSE | 43,480 | +2,695 | $1,400 | | HOME DEPOT INC |
3,277 |
+34 |
$1,257 | | HD | 3,277 | +34 | $1,257 | | ISHARES TR (IVV) |
2,160 |
-76 |
$1,136 | | IVV | 2,160 | -76 | $1,136 | | VANGUARD WELLINGTON FD (VTES) |
11,127 |
-20,875 |
$1,120 | | VTES | 11,127 | -20,875 | $1,120 | | PROCTER AND GAMBLE CO |
6,472 |
-1,108 |
$1,050 | | PG | 6,472 | -1,108 | $1,050 | | JPMORGAN CHASE & CO |
4,642 |
+144 |
$930 | | JPM | 4,642 | +144 | $930 | | ISHARES TR (IVW) |
10,037 |
-250 |
$848 | | IVW | 10,037 | -250 | $848 | | SPDR S&P 500 ETF TR (SPY) |
1,510 |
+5 |
$790 | | SPY | 1,510 | +5 | $790 | | ORACLE CORP |
5,843 |
+12 |
$734 | | ORCL | 5,843 | +12 | $734 | | NVIDIA CORPORATION |
675 |
+65 |
$610 | | NVDA | 675 | +65 | $610 | | CATERPILLAR INC |
1,463 |
UNCH |
$536 | | CAT | 1,463 | UNCH | $536 | | INTUITIVE SURGICAL INC |
1,201 |
UNCH |
$479 | | ISRG | 1,201 | UNCH | $479 | | UNION PAC CORP |
1,942 |
UNCH |
$477 | | UNP | 1,942 | UNCH | $477 | | VISA INC |
1,671 |
UNCH |
$466 | | V | 1,671 | UNCH | $466 | | ISHARES TR (IVE) |
2,420 |
-3,448 |
$452 | | IVE | 2,420 | -3,448 | $452 | | SCHWAB STRATEGIC TR |
7,357 |
+2 |
$449 | | SCHB | 7,357 | +2 | $449 | | ELI LILLY & CO |
560 |
UNCH |
$436 | | LLY | 560 | UNCH | $436 | | STARBUCKS CORP |
4,478 |
+9 |
$409 | | SBUX | 4,478 | +9 | $409 | | DANAHER CORPORATION |
1,582 |
UNCH |
$395 | | DHR | 1,582 | UNCH | $395 | | JOHNSON & JOHNSON |
2,448 |
+81 |
$387 | | JNJ | 2,448 | +81 | $387 | | COCA COLA CO |
6,310 |
-1,804 |
$386 | | KO | 6,310 | -1,804 | $386 | | WALMART INC |
6,155 |
+4,109 |
$370 | | WMT | 6,155 | +4,109 | $370 | | ALPHABET INC |
2,140 |
+165 |
$326 | | GOOG | 2,140 | +165 | $326 | | SCHWAB STRATEGIC TR |
5,007 |
+5,007 |
$311 | | SCHX | 5,007 | +5,007 | $311 | | INTERNATIONAL BUSINESS MACHS |
1,625 |
-125 |
$310 | | IBM | 1,625 | -125 | $310 | | MERCK & CO INC |
2,163 |
UNCH |
$285 | | MRK | 2,163 | UNCH | $285 | | UNITED SEC BANCSHARES CALIF (UBFO) |
36,025 |
UNCH |
$278 | | UBFO | 36,025 | UNCH | $278 | | BOEING CO |
1,351 |
UNCH |
$261 | | BA | 1,351 | UNCH | $261 |
See Full List: All Stocks Held By Planning Center Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Planning Center Inc.
|
|
