Plancorp, LLC
CIK: 1599579SEC EDGAR →
Portfolio Value
$2.4T
Holdings
378
As of
Q1 2026
New Positions
378
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 10,336,005 | $418.5B | 17.40% |
| 2 | DIMENSIONAL ETF TRUST | 4,457,788 | $330.1B | 13.73% |
| 3 | DIMENSIONAL ETF TRUST | 5,558,959 | $277.6B | 11.54% |
| 4 | DIMENSIONAL ETF TRUST | 3,664,235 | $202.0B | 8.40% |
| 5 | DIMENSIONAL ETF TRUST | 3,942,065 | $141.6B | 5.89% |
| 6 | ISHARES TR | 1,980,357 | $135.9B | 5.65% |
| 7 | DIMENSIONAL ETF TRUST | 3,498,838 | $130.7B | 5.43% |
| 8 | DIMENSIONAL ETF TRUST | 1,270,271 | $94.2B | 3.92% |
| 9 | DIMENSIONAL ETF TRUST | 1,394,118 | $90.1B | 3.75% |
| 10 | AMERICAN CENTY ETF TR | 864,565 | $77.3B | 3.22% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 173 | $2.3T | 95.1% |
| Unknown | 21 | $59.1B | 2.5% |
| Basic Materials | 15 | $24.7B | 1.0% |
| Technology | 45 | $7.3B | 0.3% |
| Healthcare | 27 | $6.9B | 0.3% |
| Consumer Defensive | 13 | $4.6B | 0.2% |
| Energy | 13 | $3.9B | 0.2% |
| Communication Services | 9 | $3.1B | 0.1% |
| Consumer Cyclical | 21 | $2.7B | 0.1% |
| Utilities | 8 | $2.7B | 0.1% |
| Industrials | 32 | $1.7B | 0.1% |
| Real Estate | 1 | $6.3M | 0.0% |