Center-For-Financial-Planning

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PTLO",
  "MMSI",
  "RGEN",
  "JOBY",
  "PIPR",
  "AX",
  "GTX",
  "MGY",
  "FN",
  "RNG",
  "GDX",
  "RJF",
  "AFG",
  "AAL",
  "AQN",
  "BEP",
  "CSIQ",
  "DSS",
  "BEPC",
  "PCG",
  "FTI",
  "FWONK",
  "SNOW",
  "BEEM",
  "NGL",
  "FNDF",
  "FNDA",
  "MPLX",
  "ACN",
  "ZS",
  "ITT",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "MATX",
  "NGVT",
  null,
  "ATI",
  "ALL",
  null,
  "MOG-A",
  "GOOGL",
  "ATGE",
  "VDE",
  "RIG",
  null,
  "AXP",
  null,
  null,
  "VC",
  "ASAN",
  "AXL",
  "SCHH",
  "AIG",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  "ENR",
  null,
  null,
  "CAT",
  "AVGO",
  "ANDE",
  "LOW",
  "CLS",
  "AIT",
  "FLGT",
  null,
  "BSX",
  "HRB",
  null,
  null,
  null,
  "CRS",
  null,
  "CMI",
  null,
  "LLYVA",
  null,
  null,
  null,
  "DUK",
  "D",
  "MARA",
  "EDIT",
  "MBWM",
  "M",
  "ESS",
  "RGTI",
  "RMAX",
  null,
  "SOHU",
  null,
  "EOG",
  "EXPE",
  "EXPD",
  null,
  "PNR",
  "GFS",
  "ADNT",
  "FCX",
  "FCT",
  null,
  "SITC",
  "GILD",
  "GIS",
  "ALTG",
  "HON",
  "HD",
  "HPQ",
  "CCLD",
  "IBN",
  null,
  null,
  "AZN",
  null,
  "MCD",
  "INTU",
  "QBTS",
  null,
  null,
  "FBIN",
  "EVGO",
  null,
  "FE",
  "UNP",
  "QCOM",
  "GEO",
  "ISRG",
  "HSBC",
  "HUBS",
  null,
  "HGTY",
  "HWM",
  "LEN",
  "ITW",
  "AMAT",
  "IIPR",
  "RIVN",
  "EMR",
  null,
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "MAG",
  "MNKD",
  "NAT",
  null,
  "IVW",
  null,
  "PDM",
  "IJH",
  "METCB",
  "PLPC",
  "RENT",
  "SEDG",
  "SWK",
  "SUP",
  null,
  null,
  null,
  null,
  "IQV",
  "LAC.TO",
  "JEQ",
  "MXE",
  null,
  "ALAR",
  "CHI",
  "ETX",
  null,
  "KMI",
  "LHX",
  "FWONA",
  "IWS",
  null,
  "L",
  null,
  null,
  "MPC",
  null,
  "WDFC",
  "METC",
  "MA",
  "MDT",
  "BMI",
  "MSFT",
  "MFG",
  "MDLZ",
  "MS",
  null,
  "TMUS",
  "ENPH",
  null,
  "EQIX",
  "EXC",
  "FSS",
  null,
  "FIS",
  "GE",
  "HEI",
  "HIG",
  "NVS",
  "TEVA",
  null,
  "ILMN",
  "OMC",
  "ORLY",
  "ADM",
  null,
  "SMR",
  "BX",
  "AMP",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "OKE",
  "VHT",
  "IRT",
  "DOC",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "DNP",
  "PGR",
  "IEMG",
  "IVV",
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MAN",
  "LPLA",
  "AMGN",
  "MAS",
  "PPG",
  "FNDX",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "O",
  "ROST",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  "RITM",
  null,
  "BP",
  "AMT",
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "DTM",
  "VXF",
  "AGNC",
  "VV",
  "VOE",
  "OGE",
  "MRNA",
  "SCHW",
  "MNST",
  "ALC",
  null,
  "ACWV",
  "VWO",
  "GDV",
  null,
  "JBL",
  "VSS",
  "ACHR",
  "IWV",
  "LOB",
  null,
  "PRF",
  "LBRDA",
  null,
  "TY",
  "TRMK",
  null,
  "EME",
  "VIG",
  "TTE",
  "LCNB",
  "MMD",
  "KF",
  "IWO",
  "XLB",
  "SU",
  "WY",
  "IWN",
  "IEF",
  null,
  "TSM",
  null,
  "RMD",
  null,
  "GPI",
  "VYM",
  "AHR",
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "VRT",
  "MEDP",
  "SRPT",
  "RYN",
  "NFG",
  "MLI",
  "MAT",
  "ALGN",
  "AON",
  "GM",
  "HAL",
  "UAA",
  "STWD",
  "BLD",
  null,
  "AVY",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "EL",
  "SDY",
  "FI",
  "DRI",
  "DOV",
  "WAB",
  "F",
  "WEC",
  "AJG",
  "FSLR",
  "IWP",
  "IWR",
  "HSIC",
  "AIZ",
  "NCLH",
  "CZWI",
  "CURB",
  "SGOL",
  "EBS",
  "ES",
  "HWKN",
  "IDCC",
  null,
  "IBP",
  "INVH",
  "IDXX",
  null,
  "LSTR",
  "RACE",
  "PEG",
  "NVO",
  "AMZN",
  "MSI",
  "NIO",
  null,
  null,
  "CMS",
  "LCID",
  "PFG",
  "SIRI",
  "LUV",
  null,
  "ESGD",
  null,
  "KD",
  null,
  "AAON",
  null,
  "EGP",
  "HDB",
  "TDC",
  null,
  "HBAN",
  "PDD",
  "DKNG",
  "ACM",
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VNQI",
  null,
  "MGK",
  null,
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  null,
  "WFC",
  "WELL",
  "WSM",
  "WING",
  null,
  null,
  "WDS",
  "KLG",
  "YUMC",
  "YUM",
  "XYL",
  null,
  "SOLV",
  "ADC",
  null,
  null,
  "EXPI",
  "DTE",
  "ORC",
  "CART",
  "GNTX",
  "DNN",
  "FOXA",
  "SCHD",
  "SOFI",
  "DVY",
  "SCHG",
  "SCHF",
  "SCHA",
  "KNX",
  "MSCI",
  "LVS",
  "EIX",
  "NSC",
  "CACC",
  "LBRDK",
  "JCI",
  "NXPI",
  "LLYVK",
  "MFC",
  "EMBC",
  "SO",
  "USPH",
  "SJM",
  "SPXC",
  "PPL",
  "OKTA",
  "OTIS",
  "SW",
  "PSX",
  "OPEN",
  "CRM",
  "RNR",
  "SNAP",
  "PENN",
  "RBLX",
  "SCI",
  "RUN",
  "RDDT",
  "DIA",
  "SHAK",
  "SPOT",
  "LII",
  null,
  "FTDR",
  null,
  null,
  null,
  null,
  "GEV",
  "MELI",
  "ZBH",
  "ZM",
  "MCK",
  null,
  null,
  "ESGU",
  "PSA",
  "SYF",
  "NUE",
  null,
  null,
  "AME",
  "STLA",
  "STE",
  "KMB",
  "LULU",
  "ALV",
  "ADP",
  "AXGN",
  "BAC",
  "BBVA",
  "BCS",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BEAM",
  "BHP",
  "BYND",
  "BB",
  "BBY",
  "BLFS",
  "BE",
  "BA",
  null,
  "OWL",
  "BHF",
  "BMY",
  "BOX",
  "CACI",
  "CHRW",
  "CALM",
  "CCJ",
  "CDNS",
  "CARR",
  "CCL",
  "CVCO",
  "CASY",
  "CNC",
  "CVX",
  "GTLS",
  "LNG",
  "CB",
  "CMG",
  "CNK",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CME",
  "KO",
  "CMA",
  "COHR",
  "COIN",
  "FIX",
  "CMCSA",
  "CL",
  "CNDT",
  "CBU",
  "CAG",
  "COP",
  "STZ",
  "CEG",
  "CORT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DDOG",
  "DAN",
  "DELL",
  "DE",
  "DB",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  "DFS",
  "DLB",
  "RSP",
  null,
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 700
Total Value: 782593779
Accession Number: 0001803557-25-000002
Form Type: 13F-HR
CIK: center-for-financial-planning
Manager Name: Center-For-Financial-Planning

Data Enrichment

84% identified

587 identified113 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

700 positions • $782.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 35

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922908363

VOO|922908363

Shares:530.7K

Value:$272.7M

% of Portfolio:34.9% ($272.7M/$782.6M)

464287226

Shares:954.1K

Value:$94.4M

% of Portfolio:12.1% ($94.4M/$782.6M)

46432F842

IEFA|46432F842

Shares:1.1M

Value:$82.6M

% of Portfolio:10.6% ($82.6M/$782.6M)

922908611

VBR|922908611

Shares:244.3K

Value:$45.5M

% of Portfolio:5.8% ($45.5M/$782.6M)

922908751

VB|922908751

Shares:155.2K

Value:$34.4M

% of Portfolio:4.4% ($34.4M/$782.6M)

922042858

VWO|922042858

Shares:561.3K

Value:$25.4M

% of Portfolio:3.2% ($25.4M/$782.6M)

46432F339

QUAL|46432F339

Shares:95.7K

Value:$16.4M

% of Portfolio:2.1% ($16.4M/$782.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:19

Value:$15.2M

% of Portfolio:1.9% ($15.2M/$782.6M)

MICROSOFT CORP

MSFT|594918104

Shares:23.7K

Value:$8.9M

% of Portfolio:1.1% ($8.9M/$782.6M)

921909768

VXUS|921909768

Shares:138.5K

Value:$8.6M

% of Portfolio:1.1% ($8.6M/$782.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.0K

Value:$7.4M

% of Portfolio:1.0% ($7.4M/$782.6M)

Apple Inc.

AAPL|037833100

Shares:27.7K

Value:$6.1M

% of Portfolio:0.8% ($6.1M/$782.6M)

AMAZON COM INC

AMZN|023135106

Shares:24.2K

Value:$4.6M

% of Portfolio:0.6% ($4.6M/$782.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:17.3K

Value:$4.2M

% of Portfolio:0.5% ($4.2M/$782.6M)

33739Q200

Shares:85.4K

Value:$4.2M

% of Portfolio:0.5% ($4.2M/$782.6M)

922908736

VUG|922908736

Shares:8.8K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$782.6M)

922908595

VBK|922908595

Shares:12.9K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$782.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:18.8K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$782.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:14.7K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$782.6M)

Alphabet Inc.

GOOG|02079K107

Shares:19.2K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$782.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	530.7K	QoQ +0.87% (-4.6K) YoY +5.03% (+25.4K)	All Managers (Combined)	$272.7M	34.9% ($272.7M/$782.6M)	QoQ -3.78% (-$10.7M) YoY +12.28% (+$29.8M)
(cusip464287226)✕	954.1K	QoQ +57.33% (+347.7K) YoY +123.90% (+528.0K)	All Managers (Combined)	$94.4M	12.1% ($94.4M/$782.6M)	QoQ +60.61% (+$35.6M) YoY +126.14% (+$52.6M)
(IEFAcusip46432F842)	1.1M	QoQ +2.36% (+25.2K) YoY +7.98% (+80.7K)	All Managers (Combined)	$82.6M	10.6% ($82.6M/$782.6M)	QoQ +10.18% (+$7.6M) YoY +10.06% (+$7.6M)
(VBRcusip922908611)	244.3K	QoQ -1.23% (-3.1K) YoY +0.16% (-410)	All Managers (Combined)	$45.5M	5.8% ($45.5M/$782.6M)	QoQ -7.15% (-$3.5M) YoY -2.74% (-$1.3M)
(VBcusip922908751)	155.2K	QoQ +2.12% (-3.2K) YoY +10.17% (+14.3K)	All Managers (Combined)	$34.4M	4.4% ($34.4M/$782.6M)	QoQ -5.74% (-$2.1M) YoY +6.87% (+$2.2M)
(VWOcusip922042858)	561.3K	QoQ +1.26% (+7.0K) YoY +6.16% (+32.6K)	All Managers (Combined)	$25.4M	3.2% ($25.4M/$782.6M)	QoQ +4.06% (+$992.6K) YoY +15.03% (+$3.3M)
(QUALcusip46432F339)	95.7K	QoQ -1.25% (-1.2K) YoY -17.82% (-20.8K)	All Managers (Combined)	$16.4M	2.1% ($16.4M/$782.6M)	QoQ -5.23% (-$904.2K) YoY -14.55% (-$2.8M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	19	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$15.2M	1.9% ($15.2M/$782.6M)	QoQ +17.25% (+$2.2M) YoY +25.84% (+$3.1M)
MICROSOFT CORP(MSFTcusip594918104)	23.7K	QoQ -20.69% (-6.2K) YoY -23.06% (-7.1K)	All Managers (Combined)	$8.9M	1.1% ($8.9M/$782.6M)	QoQ -29.37% (-$3.7M) YoY -31.35% (-$4.1M)
(VXUScusip921909768)	138.5K	QoQ -0.63% (-880) YoY -3.25% (-4.7K)	All Managers (Combined)	$8.6M	1.1% ($8.6M/$782.6M)	QoQ +4.71% (-$387.3K) YoY -0.36% (-$31.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.0K	QoQ -2.15% (-308) YoY +1.78% (+245)	All Managers (Combined)	$7.4M	1.0% ($7.4M/$782.6M)	QoQ +14.96% (-$968.6K) YoY +28.90% (+$1.7M)
Apple Inc.(AAPLcusip037833100)	27.7K	QoQ -4.65% (-1.4K) YoY -10.55% (-3.3K)	All Managers (Combined)	$6.1M	0.8% ($6.1M/$782.6M)	QoQ -15.42% (-$1.1M) YoY +15.86% (-$841.2K)
AMAZON COM INC(AMZNcusip023135106)	24.2K	QoQ +2.53% (-600) YoY -6.00% (-1.5K)	All Managers (Combined)	$4.6M	0.6% ($4.6M/$782.6M)	QoQ -11.07% (-$574.4K) YoY -0.85% (-$39.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	17.3K	QoQ +2.24% (+379) YoY -4.23% (-763)	All Managers (Combined)	$4.2M	0.5% ($4.2M/$782.6M)	QoQ +4.63% (+$187.3K) YoY +17.28% (-$623.8K)
(cusip33739Q200)✕	85.4K	QoQ +10.50% (+8.1K) YoY NEW(+85.4K)	All Managers (Combined)	$4.2M	0.5% ($4.2M/$782.6M)	QoQ +11.61% (+$436.8K) YoY NEW(+$4.2M)
(VUGcusip922908736)	8.8K	QoQ +6.15% (-513) YoY +6.35% (+529)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$782.6M)	QoQ -4.09% (-$140.1K) YoY +14.58% (+$417.7K)
(VBKcusip922908595)	12.9K	QoQ -2.35% (-312) YoY -7.29% (-1.0K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$782.6M)	QoQ -12.22% (-$452.9K) YoY -10.47% (-$380.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	18.8K	QoQ 0.00% (+0) YoY -4.99% (-987)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$782.6M)	QoQ +1.65% (+$52.0K) YoY -0.20% (-$6.7K)
AbbVie Inc.(ABBVcusip00287Y109)	14.7K	QoQ 0.00% (+0) YoY -1.31% (-196)	All Managers (Combined)	$3.1M	0.4% ($3.1M/$782.6M)	QoQ +17.90% (+$469.1K) YoY +13.54% (-$368.5K)
Alphabet Inc.(GOOGcusip02079K107)	19.2K	QoQ -5.13% (-1.0K) YoY -12.77% (-2.8K)	All Managers (Combined)	$3.0M	0.4% ($3.0M/$782.6M)	QoQ -22.17% (-$855.5K) YoY -10.50% (-$352.3K)