Center for Financial Planning, Inc. Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$872K
Holdings
647
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (647 positions)
| Stock | Value |
|---|---|
AGGISHARES TR | $95.7M |
AQLTISHARES TR | $91.8M |
VBVANGUARD INDEX FDS | $62.2M |
VOVANGUARD INDEX FDS | $39.8M |
VWOVANGUARD INTL EQUITY INDEX F | $27.9M |
QUALISHARES TR | $17.4M |
MSFTMICROSOFT CORP | $11.9M |
VBRVANGUARD INDEX FDS | $11.4M |
VXUSVANGUARD STAR FDS | $9.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.8M |
AAPLAPPLE INC | $5.8M |
AMZNAMAZON COM INC | $5.3M |
JPMJPMORGAN CHASE & CO. | $4.9M |
VUGVANGUARD INDEX FDS | $3.9M |
GOOGALPHABET INC | $3.5M |
VBKVANGUARD INDEX FDS | $3.2M |
LMBSFIRST TR EXCHANGE-TRADED FD | $3.2M |
ABBVABBVIE INC | $3.2M |
IJHISHARES TR | $3.1M |
RJFRAYMOND JAMES FINL INC | $3.0M |
PGPROCTER AND GAMBLE CO | $3.0M |
FSIGFIRST TR EXCHANGE-TRADED FD | $2.9M |
AVGOBROADCOM INC | $2.6M |
NEENEXTERA ENERGY INC | $2.4M |
ABTABBOTT LABS | $2.3M |
BUFRFIRST TR EXCHNG TRADED FD VI | $2.3M |
VTIVANGUARD INDEX FDS | $2.3M |
EAGGISHARES TR | $2.3M |
JNJJOHNSON & JOHNSON | $2.2M |
MSIMOTOROLA SOLUTIONS INC | $2.2M |
AXPAMERICAN EXPRESS CO | $2.1M |
VSSVANGUARD INTL EQUITY INDEX F | $2.0M |
CRMSALESFORCE INC | $2.0M |
SYKSTRYKER CORPORATION | $2.0M |
VTVVANGUARD INDEX FDS | $2.0M |
CLCOLGATE PALMOLIVE CO | $2.0M |
CVXCHEVRON CORP NEW | $1.8M |
HDHOME DEPOT INC | $1.8M |
VVVANGUARD INDEX FDS | $1.6M |
KOCOCA COLA CO | $1.6M |
PEPPEPSICO INC | $1.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.6M |
XOMEXXON MOBIL CORP | $1.6M |
IJRISHARES TR | $1.5M |
ETNEATON CORP PLC | $1.5M |
MCDMCDONALDS CORP | $1.5M |
NVDANVIDIA CORPORATION | $1.3M |
VTEBVANGUARD MUN BD FDS | $1.2M |
MMM3M CO | $1.1M |
UNPUNION PAC CORP | $1.1M |
GOOGLALPHABET INC | $1.1M |
WMTWALMART INC | $1.1M |
4I1PHILIP MORRIS INTL INC | $1.1M |
ITWILLINOIS TOOL WKS INC | $1.1M |
TSLATESLA INC | $1.0M |
VEAVANGUARD TAX-MANAGED FDS | $1.0M |
ISTBISHARES TR | $1.0M |
AMTAMERICAN TOWER CORP NEW | $1.0M |
TTTRANE TECHNOLOGIES PLC | $934K |
MRKMERCK & CO INC | $923K |
EMREMERSON ELEC CO | $901K |
IBMINTERNATIONAL BUSINESS MACHS | $888K |
PRFINVESCO EXCHANGE TRADED FD T | $864K |
PGRPROGRESSIVE CORP | $846K |
QMARFIRST TR EXCHNG TRADED FD VI | $845K |
IWRISHARES TR | $827K |
VIGVANGUARD SPECIALIZED FUNDS | $826K |
DFUSDIMENSIONAL ETF TRUST | $816K |
IWNISHARES TR | $750K |
ADCAGREE RLTY CORP | $747K |
CSCOCISCO SYS INC | $741K |
VVISA INC | $721K |
OMCOMNICOM GROUP INC | $706K |
IWMISHARES TR | $691K |
MPCMARATHON PETE CORP | $683K |
VDEVANGUARD WORLD FD | $654K |
DTEDTE ENERGY CO | $626K |
IJSISHARES TR | $621K |
DALDELTA AIR LINES INC DEL | $604K |
DHRDANAHER CORPORATION | $603K |
FFORD MTR CO | $595K |
GISGENERAL MLS INC | $578K |
CBCHUBB LIMITED | $573K |
AMDADVANCED MICRO DEVICES INC | $568K |
DOVDOVER CORP | $563K |
DFUVDIMENSIONAL ETF TRUST | $558K |
SCHVSCHWAB STRATEGIC TR | $540K |
APDAIR PRODS & CHEMS INC | $536K |
CMECME GROUP INC | $533K |
DRIDARDEN RESTAURANTS INC | $502K |
EVSDMORGAN STANLEY ETF TRUST | $501K |
EFVISHARES TR | $483K |
USBUS BANCORP DEL | $468K |
EFAISHARES TR | $456K |
ORCLORACLE CORP | $453K |
CMGCHIPOTLE MEXICAN GRILL INC | $451K |
RTXRTX CORPORATION | $440K |
NXPINXP SEMICONDUCTORS N V | $436K |
TJXTJX COS INC NEW | $435K |
ALSALLSTATE CORP | $424K |
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