Center for Financial Planning, Inc. Q1 2025 Filing
Filed April 22, 2025
Portfolio Value
$783K
Holdings
700
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (700 positions)
| Stock | Value |
|---|---|
AGGISHARES TR | $94.4M |
AQLTISHARES TR | $82.6M |
VBRVANGUARD INDEX FDS | $45.5M |
VBVANGUARD INDEX FDS | $34.4M |
VWOVANGUARD INTL EQUITY INDEX F | $25.4M |
QUALISHARES TR | $16.4M |
MSFTMICROSOFT CORP | $8.9M |
VXUSVANGUARD STAR FDS | $8.6M |
AAPLAPPLE INC | $6.1M |
AMZNAMAZON COM INC | $4.6M |
JPMJPMORGAN CHASE & CO. | $4.2M |
LMBSFIRST TR EXCHANGE-TRADED FD | $4.2M |
VUGVANGUARD INDEX FDS | $3.3M |
VBKVANGUARD INDEX FDS | $3.3M |
PGPROCTER AND GAMBLE CO | $3.2M |
ABBVABBVIE INC | $3.1M |
GOOGALPHABET INC | $3.0M |
VOVANGUARD INDEX FDS | $2.9M |
IJHISHARES TR | $2.9M |
RJFRAYMOND JAMES FINL INC | $2.7M |
FSIGFIRST TR EXCHANGE-TRADED FD | $2.6M |
NEENEXTERA ENERGY INC | $2.5M |
JNJJOHNSON & JOHNSON | $2.4M |
MSIMOTOROLA SOLUTIONS INC | $2.3M |
ABTABBOTT LABS | $2.3M |
EAGGISHARES TR | $2.2M |
CVXCHEVRON CORP NEW | $2.1M |
BUFRFIRST TR EXCHNG TRADED FD VI | $2.1M |
VTIVANGUARD INDEX FDS | $2.1M |
CLCOLGATE PALMOLIVE CO | $2.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.0M |
CRMSALESFORCE INC | $2.0M |
VTVVANGUARD INDEX FDS | $1.9M |
SYKSTRYKER CORPORATION | $1.9M |
PEPPEPSICO INC | $1.8M |
AXPAMERICAN EXPRESS CO | $1.8M |
HDHOME DEPOT INC | $1.8M |
XOMEXXON MOBIL CORP | $1.7M |
KOCOCA COLA CO | $1.6M |
MCDMCDONALDS CORP | $1.6M |
AVGOBROADCOM INC | $1.5M |
IJRISHARES TR | $1.5M |
VVVANGUARD INDEX FDS | $1.5M |
MRKMERCK & CO INC | $1.4M |
VSSVANGUARD INTL EQUITY INDEX F | $1.3M |
UNPUNION PAC CORP | $1.2M |
ETNEATON CORP PLC | $1.1M |
MMM3M CO | $1.1M |
ITWILLINOIS TOOL WKS INC | $1.1M |
VEAVANGUARD TAX-MANAGED FDS | $1.0M |
ISTBISHARES TR | $1.0M |
WMTWALMART INC | $955K |
AMTAMERICAN TOWER CORP NEW | $938K |
GOOGLALPHABET INC | $923K |
4I1PHILIP MORRIS INTL INC | $906K |
PGRPROGRESSIVE CORP | $897K |
NVDANVIDIA CORPORATION | $873K |
PRFINVESCO EXCHANGE TRADED FD T | $825K |
TSLATESLA INC | $796K |
ADCAGREE RLTY CORP | $790K |
VIGVANGUARD SPECIALIZED FUNDS | $764K |
OMCOMNICOM GROUP INC | $760K |
IWRISHARES TR | $757K |
EMREMERSON ELEC CO | $741K |
DFUSDIMENSIONAL ETF TRUST | $736K |
TTTRANE TECHNOLOGIES PLC | $735K |
IBMINTERNATIONAL BUSINESS MACHS | $725K |
IWNISHARES TR | $720K |
VVISA INC | $719K |
VDEVANGUARD WORLD FD | $712K |
NDQINVESCO QQQ TR | $711K |
DHRDANAHER CORPORATION | $698K |
DTEDTE ENERGY CO | $668K |
GISGENERAL MLS INC | $667K |
CSCOCISCO SYS INC | $660K |
IWMISHARES TR | $639K |
IJSISHARES TR | $608K |
CBCHUBB LIMITED | $588K |
MPCMARATHON PETE CORP | $579K |
FFORD MTR CO | $567K |
APDAIR PRODS & CHEMS INC | $551K |
DFUVDIMENSIONAL ETF TRUST | $544K |
DOVDOVER CORP | $540K |
CMECME GROUP INC | $523K |
SCHVSCHWAB STRATEGIC TR | $519K |
MUBISHARES TR | $518K |
FISVFISERV INC | $511K |
QMARFIRST TR EXCHNG TRADED FD VI | $491K |
DALDELTA AIR LINES INC DEL | $479K |
BACVERIZON COMMUNICATIONS INC | $464K |
EFVISHARES TR | $448K |
DRIDARDEN RESTAURANTS INC | $445K |
MDTMEDTRONIC PLC | $436K |
VTEBVANGUARD MUN BD FDS | $431K |
EFAISHARES TR | $417K |
CMGCHIPOTLE MEXICAN GRILL INC | $403K |
RTXRTX CORPORATION | $401K |
USBUS BANCORP DEL | $400K |
TAT&T INC | $386K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $386K |
Page 1 of 7Next