CIK 1910966
Planning Center, Inc.
Institutional 13F holdings & portfolio
Holdings
76
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 76
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUSB | DIMENSIONAL ETF TRUST | 3.4M | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 2.7M | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 2.6M | $1M+ | SH |
| DFGX | DIMENSIONAL ETF TRUST | 1.5M | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 1.9M | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 1.6M | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 1.9M | $1M+ | SH |
| DFIP | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 747K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 758K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 732K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 461K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 313K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 491K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 549K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 432K | $1M+ | SH |
| DFSB | DIMENSIONAL ETF TRUST | 184K | $1M+ | SH |
| AAPL | APPLE INC | 34K | $1M+ | SH |
| DFSI | DIMENSIONAL ETF TRUST | 190K | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 183K | $1M+ | SH |
| DE | DEERE & CO | 15K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7K | $1M+ | SH |
| VGUS | VANGUARD INSTL INDEX FD | 30K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 10K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| DFSE | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| ORCL | ORACLE CORP | 6K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $1M+ | SH |
| VTES | VANGUARD WELLINGTON FD | 11K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 32K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| IVW | ISHARES TR | 5K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| LLY | ELI LILLY & CO | 560 | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 7K | $100K–$500K | SH |
| IWF | ISHARES TR | 1K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $100K–$500K | SH |
| REVG | REV GROUP INC | 7K | $100K–$500K | SH |