Center-For-Financial-Planning

Filing Details

13F-HR2025-03-31
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
Manager Name
Center-For-Financial-Planning
Data Enrichment
84% identified
587 identified113 unidentified

Holdings

700 positions • $782.6M total value
Manager:
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Matson, Inc.
Shares:13
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$782.6M)
FIRST SOLAR, INC.
Shares:13
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$782.6M)
COMFORT SYSTEMS USA INC
Shares:5
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$782.6M)
APPLIED INDUSTRIAL TECHNOLOGIES INC
Shares:7
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$782.6M)
SCHWAB CHARLES CORP
Shares:20
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$782.6M)
SPX Technologies, Inc.
Shares:12
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$782.6M)
TEVA PHARMACEUTICAL INDUSTRIES LTD
Shares:100
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$782.6M)
GROUP 1 AUTOMOTIVE INC
Shares:4
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$782.6M)
WEYERHAEUSER CO
Shares:52
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$782.6M)
Curbline Properties Corp.
Shares:62
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$782.6M)
EMCOR Group, Inc.
Shares:4
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$782.6M)
Snowflake Inc.
Shares:10
Value:$1.5K
% of Portfolio:0.0% ($1.5K/$782.6M)
TERADATA CORP /DE/
Shares:64
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$782.6M)
Macy's, Inc.
Shares:111
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$782.6M)
MOOG INC.
Shares:8
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$782.6M)
601137102
Shares:52
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$782.6M)
MERIT MEDICAL SYSTEMS INC
Shares:13
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$782.6M)
RingCentral, Inc.
Shares:55
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$782.6M)
BADGER METER INC
Shares:7
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$782.6M)
Sohu.com Ltd
Shares:100
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$782.6M)