Center for Financial Planning
$958M 13F equity value
735 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 544,225 | $325M | 33.9% |
| AGG | ISHARES TR | 1,053,708 | $105M | 10.9% |
| SPDW | SPDR INDEX SHS FDS | 1,611,462 | $74M | 7.7% |
| VB | VANGUARD INDEX FDS | 255,392 | $67M | 7.0% |
| VO | VANGUARD INDEX FDS | 167,789 | $48M | 5.0% |
| IEFA | ISHARES TR | 435,634 | $39M | 4.1% |
| VWO | VANGUARD INTL EQUITY INDEX F | 578,050 | $31M | 3.3% |
| QUAL | ISHARES TR | 90,570 | $17M | 1.8% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 19 | $14M | 1.4% |
| VBR | VANGUARD INDEX FDS | 55,764 | $12M | 1.3% |
Track Center for Financial Planning's 13F portfolio: $958M in reported holdings, 735 positions. Top holdings and quarterly changes on SentiSense.