Center for Financial Planning, Inc. Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$782.6M
Holdings
700
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (700 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 530,707 | $272.7M | 34.85% | |
| 2 | AGGISHARES TR | 954,079 | $94.4M | 12.06% | |
| 3 | AQLTISHARES TR | 1,091,796 | $82.6M | 10.55% | |
| 4 | VBRVANGUARD INDEX FDS | 244,343 | $45.5M | 5.82% | |
| 5 | VBVANGUARD INDEX FDS | 155,167 | $34.4M | 4.40% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 561,274 | $25.4M | 3.25% | |
| 7 | QUALISHARES TR | 95,739 | $16.4M | 2.09% | |
| 8 | BRK-BBERKSHIRE HATHAWAY INC DEL | 19 | $15.2M | 1.94% | |
| 9 | MSFTMICROSOFT CORP | 23,731 | $8.9M | 1.14% | |
| 10 | VXUSVANGUARD STAR FDS | 138,544 | $8.6M | 1.10% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,975 | $7.4M | 0.95% | |
| 12 | AAPLAPPLE INC | 27,656 | $6.1M | 0.78% | |
| 13 | AMZNAMAZON COM INC | 24,236 | $4.6M | 0.59% | |
| 14 | JPMJPMORGAN CHASE & CO. | 17,254 | $4.2M | 0.54% | |
| 15 | LMBSFIRST TR EXCHANGE-TRADED FD | 85,359 | $4.2M | 0.54% | |
| 16 | VUGVANGUARD INDEX FDS | 8,850 | $3.3M | 0.42% | |
| 17 | VBKVANGUARD INDEX FDS | 12,920 | $3.3M | 0.42% | |
| 18 | PGPROCTER AND GAMBLE CO | 18,779 | $3.2M | 0.41% | |
| 19 | ABBVABBVIE INC | 14,742 | $3.1M | 0.39% | |
| 20 | GOOGALPHABET INC | 19,217 | $3.0M | 0.38% | |
| 21 | VOVANGUARD INDEX FDS | 11,212 | $2.9M | 0.37% | |
| 22 | IJHISHARES TR | 49,402 | $2.9M | 0.37% | |
| 23 | SPYSPDR S&P 500 ETF TR | 4,947 | $2.8M | 0.35% | |
| 24 | RJFRAYMOND JAMES FINL INC | 19,531 | $2.7M | 0.35% | |
| 25 | FSIGFIRST TR EXCHANGE-TRADED FD | 135,030 | $2.6M | 0.33% | |
| 26 | NEENEXTERA ENERGY INC | 34,995 | $2.5M | 0.32% | |
| 27 | JNJJOHNSON & JOHNSON | 14,710 | $2.4M | 0.31% | |
| 28 | MSIMOTOROLA SOLUTIONS INC | 5,156 | $2.3M | 0.29% | |
| 29 | ABTABBOTT LABS | 17,013 | $2.3M | 0.29% | |
| 30 | EAGGISHARES TR | 46,578 | $2.2M | 0.28% | |
| 31 | MCKMCKESSON CORP | 3,248 | $2.2M | 0.28% | |
| 32 | CVXCHEVRON CORP NEW | 12,854 | $2.1M | 0.27% | |
| 33 | BUFRFIRST TR EXCHNG TRADED FD VI | 71,880 | $2.1M | 0.27% | |
| 34 | VGTVANGUARD WORLD FD | 3,909 | $2.1M | 0.27% | |
| 35 | VTIVANGUARD INDEX FDS | 7,619 | $2.1M | 0.27% | |
| 36 | CLCOLGATE PALMOLIVE CO | 21,612 | $2.0M | 0.26% | |
| 37 | TMOTHERMO FISHER SCIENTIFIC INC | 3,981 | $2.0M | 0.25% | |
| 38 | CRMSALESFORCE INC | 7,362 | $2.0M | 0.25% | |
| 39 | VTVVANGUARD INDEX FDS | 11,215 | $1.9M | 0.25% | |
| 40 | SYKSTRYKER CORPORATION | 5,050 | $1.9M | 0.24% | |
| 41 | PEPPEPSICO INC | 12,203 | $1.8M | 0.23% | |
| 42 | AXPAMERICAN EXPRESS CO | 6,664 | $1.8M | 0.23% | |
| 43 | HDHOME DEPOT INC | 4,832 | $1.8M | 0.23% | |
| 44 | XOMEXXON MOBIL CORP | 14,638 | $1.7M | 0.22% | |
| 45 | KOCOCA COLA CO | 22,687 | $1.6M | 0.21% | |
| 46 | MCDMCDONALDS CORP | 5,092 | $1.6M | 0.20% | |
| 47 | AVGOBROADCOM INC | 9,085 | $1.5M | 0.19% | |
| 48 | IJRISHARES TR | 14,240 | $1.5M | 0.19% | |
| 49 | VVVANGUARD INDEX FDS | 5,741 | $1.5M | 0.19% | |
| 50 | MRKMERCK & CO INC | 15,448 | $1.4M | 0.18% | |
| 51 | VSSVANGUARD INTL EQUITY INDEX F | 10,921 | $1.3M | 0.16% | |
| 52 | IVVISHARES TR | 2,207 | $1.2M | 0.16% | |
| 53 | SPGIS&P GLOBAL INC | 2,437 | $1.2M | 0.16% | |
| 54 | UNPUNION PAC CORP | 4,889 | $1.2M | 0.15% | |
| 55 | ETNEATON CORP PLC | 4,015 | $1.1M | 0.14% | |
| 56 | MMM3M CO | 7,432 | $1.1M | 0.14% | |
| 57 | ITWILLINOIS TOOL WKS INC | 4,346 | $1.1M | 0.14% | |
| 58 | VEAVANGUARD TAX-MANAGED FDS | 20,527 | $1.0M | 0.13% | |
| 59 | ISTBISHARES TR | 20,845 | $1.0M | 0.13% | |
| 60 | WMTWALMART INC | 10,885 | $955K | 0.12% | |
| 61 | AMTAMERICAN TOWER CORP NEW | 4,314 | $938K | 0.12% | |
| 62 | GOOGLALPHABET INC | 5,971 | $923K | 0.12% | |
| 63 | 4I1PHILIP MORRIS INTL INC | 5,714 | $906K | 0.12% | |
| 64 | PGRPROGRESSIVE CORP | 3,171 | $897K | 0.11% | |
| 65 | NVDANVIDIA CORPORATION | 8,062 | $873K | 0.11% | |
| 66 | PRFINVESCO EXCHANGE TRADED FD T | 20,439 | $825K | 0.11% | |
| 67 | TSLATESLA INC | 3,074 | $796K | 0.10% | |
| 68 | ADCAGREE RLTY CORP | 10,237 | $790K | 0.10% | |
| 69 | VIGVANGUARD SPECIALIZED FUNDS | 3,942 | $764K | 0.10% | |
| 70 | OMCOMNICOM GROUP INC | 9,168 | $760K | 0.10% | |
| 71 | IWRISHARES TR | 8,902 | $757K | 0.10% | |
| 72 | EMREMERSON ELEC CO | 6,763 | $741K | 0.09% | |
| 73 | DFUSDIMENSIONAL ETF TRUST | 12,183 | $736K | 0.09% | |
| 74 | TTTRANE TECHNOLOGIES PLC | 2,183 | $735K | 0.09% | |
| 75 | IBMINTERNATIONAL BUSINESS MACHS | 2,919 | $725K | 0.09% | |
| 76 | IWNISHARES TR | 4,771 | $720K | 0.09% | |
| 77 | VVISA INC | 2,053 | $719K | 0.09% | |
| 78 | VDEVANGUARD WORLD FD | 5,494 | $712K | 0.09% | |
| 79 | NDQINVESCO QQQ TR | 1,517 | $711K | 0.09% | |
| 80 | DHRDANAHER CORPORATION | 3,406 | $698K | 0.09% | |
| 81 | UNHUNITEDHEALTH GROUP INC | 1,283 | $672K | 0.09% | |
| 82 | DTEDTE ENERGY CO | 4,834 | $668K | 0.09% | |
| 83 | GISGENERAL MLS INC | 11,170 | $667K | 0.09% | |
| 84 | CSCOCISCO SYS INC | 10,707 | $660K | 0.08% | |
| 85 | IWMISHARES TR | 3,205 | $639K | 0.08% | |
| 86 | METAMETA PLATFORMS INC | 1,096 | $631K | 0.08% | |
| 87 | LLYELI LILLY & CO | 759 | $626K | 0.08% | |
| 88 | IJSISHARES TR | 6,242 | $608K | 0.08% | |
| 89 | CBCHUBB LIMITED | 1,949 | $588K | 0.08% | |
| 90 | MPCMARATHON PETE CORP | 3,979 | $579K | 0.07% | |
| 91 | FFORD MTR CO | 56,537 | $567K | 0.07% | |
| 92 | APDAIR PRODS & CHEMS INC | 1,870 | $551K | 0.07% | |
| 93 | DFUVDIMENSIONAL ETF TRUST | 13,216 | $544K | 0.07% | |
| 94 | DOVDOVER CORP | 3,074 | $540K | 0.07% | |
| 95 | CMECME GROUP INC | 1,975 | $523K | 0.07% | |
| 96 | SCHVSCHWAB STRATEGIC TR | 19,533 | $519K | 0.07% | |
| 97 | MUBISHARES TR | 4,921 | $518K | 0.07% | |
| 98 | FISVFISERV INC | 2,315 | $511K | 0.07% | |
| 99 | NFLXNETFLIX INC | 543 | $506K | 0.06% | |
| 100 | QMARFIRST TR EXCHNG TRADED FD VI | 17,361 | $491K | 0.06% |
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