Planning Center, Inc.
CIK: 0001910966SEC EDGAR →
Portfolio Value
$979.3M
Holdings
76
As of
Q4 2025
New Positions
76
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,416,822 | $173.1M | 17.67% |
| 2 | DIMENSIONAL ETF TRUST | 2,693,940 | $129.2M | 13.19% |
| 3 | DIMENSIONAL ETF TRUST | 2,608,713 | $85.4M | 8.72% |
| 4 | DIMENSIONAL ETF TRUST | 1,475,798 | $77.7M | 7.93% |
| 5 | DIMENSIONAL ETF TRUST | 1,921,660 | $76.1M | 7.77% |
| 6 | DIMENSIONAL ETF TRUST | 1,617,442 | $61.5M | 6.28% |
| 7 | DIMENSIONAL ETF TRUST | 1,856,079 | $58.8M | 6.00% |
| 8 | DIMENSIONAL ETF TRUST | 1,016,625 | $42.2M | 4.31% |
| 9 | DIMENSIONAL ETF TRUST | 746,887 | $37.3M | 3.81% |
| 10 | DIMENSIONAL ETF TRUST | 758,134 | $35.3M | 3.61% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (76)
$173.1M · 3.4M shares
$129.2M · 2.7M shares
$85.4M · 2.6M shares
$77.7M · 1.5M shares
$76.1M · 1.9M shares
$61.5M · 1.6M shares
$58.8M · 1.9M shares
$42.2M · 1.0M shares
$37.3M · 747K shares
$35.3M · 758K shares
$27.8M · 732K shares
$27.5M · 461K shares
$21.8M · 313K shares
$16.3M · 491K shares
$14.5M · 549K shares
$14.2M · 432K shares
$9.5M · 184K shares
$9.2M · 34K shares
$8.2M · 190K shares
$7.9M · 183K shares
$6.8M · 15K shares
$3.4M · 7K shares
$2.3M · 30K shares
$2.2M · 10K shares
$2.1M · 4K shares
$1.8M · 8K shares
$1.6M · 38K shares
$1.4M · 8K shares
$1.2M · 6K shares
$1.2M · 2K shares
$1.2M · 4K shares
$1.1M · 3K shares
$1.1M · 11K shares
$1.0M · 32K shares
$968K · 1K shares
$852K · 6K shares
$757K · 1K shares
$680K · 1K shares
$675K · 4K shares
$670K · 6K shares
$662K · 2K shares
$633K · 5K shares
$625K · 2K shares
$601K · 560 shares
$590K · 2K shares
$531K · 3K shares
$494K · 7K shares
$479K · 1K shares
$470K · 2K shares
$425K · 7K shares
$408K · 5K shares
$372K · 1K shares
$371K · 5K shares
$364K · 1K shares
$362K · 36K shares
$357K · 903 shares
$340K · 2K shares
$321K · 2K shares
$311K · 12K shares
$299K · 6K shares
$295K · 1K shares
$275K · 4K shares
$275K · 439 shares
$261K · 2K shares
$255K · 3K shares
$251K · 2K shares
$251K · 1K shares
$249K · 6K shares
$237K · 687 shares
$236K · 3K shares
$231K · 1K shares
$228K · 346 shares
$225K · 689 shares
$224K · 2K shares
$223K · 4K shares
$203K · 423 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 43 | $942.1M | 96.2% |
| Technology | 6 | $14.6M | 1.5% |
| Industrials | 4 | $8.1M | 0.8% |
| Unknown | 3 | $4.1M | 0.4% |
| Healthcare | 8 | $3.2M | 0.3% |
| Consumer Cyclical | 3 | $3.1M | 0.3% |
| Consumer Defensive | 3 | $1.9M | 0.2% |
| Communication Services | 4 | $1.5M | 0.2% |
| Utilities | 2 | $526K | 0.1% |