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 51–76 of 76
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IXUS | ISHARES TR | 5K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| UBFO | UNITED SEC BANCSHARES CALIF | 36K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 903 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| VUSB | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 4K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 439 | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 3K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 1K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 2K | $100K–$500K | SH |
| DFCF | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 687 | $100K–$500K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 3K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| META | META PLATFORMS INC | 346 | $100K–$500K | SH |
| AMGN | AMGEN INC | 689 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 423 | $100K–$500K | SH |