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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464287291
Shares:17
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$782.6M)
Ferrari N.V.
Shares:3
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$782.6M)
CURTISS WRIGHT CORP
Shares:4
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$782.6M)
WILLIAMS SONOMA INC
Shares:8
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$782.6M)
Zoom Communications, Inc.
Shares:17
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$782.6M)
Liberty Media Corp
Shares:18
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$782.6M)
PENTAIR plc
Shares:14
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$782.6M)
Medpace Holdings, Inc.
Shares:4
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$782.6M)
808524706
Shares:44
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$782.6M)
Installed Building Products, Inc.
Shares:7
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$782.6M)
SoFi Technologies, Inc.
Shares:100
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$782.6M)
Axos Financial, Inc.
Shares:18
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$782.6M)
CAL-MAINE FOODS INC
Shares:12
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$782.6M)
Frontdoor, Inc.
Shares:28
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$782.6M)
HAWKINS INC
Shares:10
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$782.6M)
46434V407
Shares:24
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$782.6M)
AAON, INC.
Shares:13
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$782.6M)
WK Kellogg Co
Shares:50
Value:$997
% of Portfolio:0.0% ($997/$782.6M)
PIPER SANDLER COMPANIES
Shares:4
Value:$991
% of Portfolio:0.0% ($991/$782.6M)
Fabrinet
Shares:5
Value:$988
% of Portfolio:0.0% ($988/$782.6M)