The Analysis of Planning Center, Inc.'s Holdings
Currently, Planning Center, Inc. holds 76 types of securities in its portfolio with a total value $979.3M. In the most recent quarter, they have increased their positions in DUSB (+346.9K shares, valued at $17.6M), DFSD (+270.4K shares, valued at $13.0M), DFGX (+161.7K shares, valued at $8.5M); decreased their positions in DFAX (-197.4K shares, valued at $6.5M), DFAC (-148.4K shares, valued at $5.9M), DIHP (-125.7K shares, valued at $4.0M); initiated new positions in AMGN (+689 shares, valued at $225.5K), N/A (+2.1K shares, valued at $224.4K), DIA (+423 shares, valued at $203.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DUSB DIMENSIONAL ETF TRUST3.4M shares11.30%2025-12-312026-02-02
DFSD DIMENSIONAL ETF TRUST2.7M shares11.16%2025-12-312026-02-02 DFAX DIMENSIONAL ETF TRUST2.6M shares-7.03%2025-12-312026-02-02 DFGX DIMENSIONAL ETF TRUST1.5M shares12.31%2025-12-312026-02-02 DFAC DIMENSIONAL ETF TRUST1.9M shares-7.17%2025-12-312026-02-02 DUHP DIMENSIONAL ETF TRUST1.6M shares-5.87%2025-12-312026-02-02 DIHP DIMENSIONAL ETF TRUST1.9M shares-6.34%2025-12-312026-02-02 DFIP DIMENSIONAL ETF TRUST1.0M shares13.17%2025-12-312026-02-02 DFIV DIMENSIONAL ETF TRUST746.9K shares-9.00%2025-12-312026-02-02 DFUV DIMENSIONAL ETF TRUST758.1K shares-5.10%2025-12-312026-02-02 DISV DIMENSIONAL ETF TRUST732.3K shares-9.84%2025-12-312026-02-02 DFAT DIMENSIONAL ETF TRUST461.1K shares-6.80%2025-12-312026-02-02 DFAS DIMENSIONAL ETF TRUST313.1K shares-6.10%2025-12-312026-02-02 DFEM DIMENSIONAL ETF TRUST491.5K shares-8.53%2025-12-312026-02-02 DFGR DIMENSIONAL ETF TRUST549.3K shares2.10%2025-12-312026-02-02 DFIS DIMENSIONAL ETF TRUST432.4K shares-6.93%2025-12-312026-02-02 DFSB DIMENSIONAL ETF TRUST184.2K shares15.43%2025-12-312026-02-02 AAPL APPLE INC33.8K shares-1.25%2025-12-312026-02-02 DFSI DIMENSIONAL ETF TRUST190.4K shares-8.42%2025-12-312026-02-02 DFSU DIMENSIONAL ETF TRUST182.7K shares-10.30%2025-12-312026-02-02 DE DEERE & CO14.5K shares-1.17%2025-12-312026-02-02 VGUS VANGUARD INSTL INDEX FD30.2K shares102.52%2025-12-312026-02-02 VIG VANGUARD SPECIALIZED FUNDS9.9K shares2.28%2025-12-312026-02-02 MSFT MICROSOFT CORP4.3K shares-0.21%2025-12-312026-02-02 AMZN AMAZON COM INC7.7K shares0.03%2025-12-312026-02-02 DFSE DIMENSIONAL ETF TRUST37.6K shares-8.63%2025-12-312026-02-02 NVDA NVIDIA CORPORATION7.7K shares22.29%2025-12-312026-02-02 ORCL ORACLE CORP6.4K shares142.16%2025-12-312026-02-02 IVV ISHARES TR1.8K shares0.00%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.3.7K shares0.14%2025-12-312026-02-02 HD HOME DEPOT INC3.2K shares-0.16%2025-12-312026-02-02 VTES VANGUARD WELLINGTON FD10.7K shares0.00%2025-12-312026-02-02 SCHG SCHWAB STRATEGIC TR32.1K shares-0.85%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR1.4K shares0.71%2025-12-312026-02-02 PG PROCTER AND GAMBLE CO5.9K shares-4.70%2025-12-312026-02-02 CAT CATERPILLAR INC1.3K shares-3.22%2025-12-312026-02-02 ISRG INTUITIVE SURGICAL INC1.2K shares0.00%2025-12-312026-02-02 VTV VANGUARD INDEX FDS3.5K shares-1.37%2025-12-312026-02-02 WMT WALMART INC6.0K shares0.00%2025-12-312026-02-02 VTI VANGUARD INDEX FDS2.0K shares16.64%2025-12-312026-02-02 IVW ISHARES TR5.1K shares0.00%2025-12-312026-02-02 V VISA INC1.8K shares0.00%2025-12-312026-02-02 LLY ELI LILLY & CO560 shares0.00%2025-12-312026-02-02 ALPHABET INC ALPHABET INC1.9K shares0.00%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON2.6K shares0.00%2025-12-312026-02-02 VBIL VANGUARD INSTL INDEX FD6.6K shares-8.49%2025-12-312026-02-02 IWF ISHARES TR1.0K shares0.00%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2025-12-312026-02-02 REVG REV GROUP INC7.0K shares0.00%2025-12-312026-02-02 IXUS ISHARES TR4.8K shares0.00%2025-12-312026-02-02 ALPHABET INC ALPHABET INC1.2K shares0.00%2025-12-312026-02-02 KO COCA COLA CO5.3K shares-1.54%2025-12-312026-02-02 UNH UNITEDHEALTH GROUP INC1.1K shares0.00%2025-12-312026-02-02 UBFO UNITED SEC BANCSHARES CALIF36.0K shares0.00%2025-12-312026-02-02 GLD SPDR GOLD TR903 shares0.00%2025-12-312026-02-02 RTX RTX CORPORATION1.9K shares0.00%2025-12-312026-02-02 TMUS T-MOBILE US INC1.6K shares0.00%2025-12-312026-02-02 SCHB SCHWAB STRATEGIC TR11.9K shares0.04%2025-12-312026-02-02 VUSB VANGUARD BD INDEX FDS6.0K shares-11.08%2025-12-312026-02-02 ABBV ABBVIE INC1.3K shares0.00%2025-12-312026-02-02 XEL XCEL ENERGY INC3.7K shares-1.81%2025-12-312026-02-02 VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2025-12-312026-02-02 SBUX STARBUCKS CORP3.0K shares-10.40%2025-12-312026-02-02 DHR DANAHER CORPORATION1.1K shares0.00%2025-12-312026-02-02 DFCF DIMENSIONAL ETF TRUST5.9K shares0.00%2025-12-312026-02-02 BROADCOM INC BROADCOM INC687 shares0.00%2025-12-312026-02-02 DFUS DIMENSIONAL ETF TRUST3.2K shares0.22%2025-12-312026-02-02 UNP UNION PAC CORP1.0K shares0.40%2025-12-312026-02-02 META META PLATFORMS INC346 shares0.00%2025-12-312026-02-02 AMGN AMGEN INC689 sharesnew addition2025-12-312026-02-02 MERCK & CO INC MERCK & CO INC2.1K sharesnew addition2025-12-312026-02-02 VGSH VANGUARD SCOTTSDALE FDS3.8K shares0.00%2025-12-312026-02-02 DIA SPDR DOW JONES INDL AVERAGE423 sharesnew addition2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available