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

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922908553

VNQ|922908553

Shares:2.7K

Value:$241.8K

% of Portfolio:0.0% ($241.8K/$782.6M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.2K

Value:$235.0K

% of Portfolio:0.0% ($235.0K/$782.6M)

AMGEN INC

AMGN|031162100

Shares:750

Value:$233.7K

% of Portfolio:0.0% ($233.7K/$782.6M)

HENRY SCHEIN INC

HSIC|806407102

Shares:3.4K

Value:$233.3K

% of Portfolio:0.0% ($233.3K/$782.6M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:1.4K

Value:$231.7K

% of Portfolio:0.0% ($231.7K/$782.6M)

921946406

VYM|921946406

Shares:1.8K

Value:$228.4K

% of Portfolio:0.0% ($228.4K/$782.6M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:458

Value:$226.8K

% of Portfolio:0.0% ($226.8K/$782.6M)

Arista Networks, Inc.

ANET|040413205

Shares:2.9K

Value:$224.7K

% of Portfolio:0.0% ($224.7K/$782.6M)

STERIS plc

STE|G8473T100

Shares:987

Value:$223.7K

% of Portfolio:0.0% ($223.7K/$782.6M)

92204A504

VHT|92204A504

Shares:836

Value:$221.3K

% of Portfolio:0.0% ($221.3K/$782.6M)

464287739

IYR|464287739

Shares:2.3K

Value:$218.9K

% of Portfolio:0.0% ($218.9K/$782.6M)

78464A763

SDY|78464A763

Shares:1.6K

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$782.6M)

78464A300

Shares:2.7K

Value:$209.9K

% of Portfolio:0.0% ($209.9K/$782.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:4.8K

Value:$201.9K

% of Portfolio:0.0% ($201.9K/$782.6M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:767

Value:$198.2K

% of Portfolio:0.0% ($198.2K/$782.6M)

464289867

Shares:3.4K

Value:$194.0K

% of Portfolio:0.0% ($194.0K/$782.6M)

Public Storage

PSA|74460D109

Shares:636

Value:$190.3K

% of Portfolio:0.0% ($190.3K/$782.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:652

Value:$187.9K

% of Portfolio:0.0% ($187.9K/$782.6M)

LCNB CORP

LCNB|50181P100

Shares:12.7K

Value:$187.3K

% of Portfolio:0.0% ($187.3K/$782.6M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:535

Value:$184.7K

% of Portfolio:0.0% ($184.7K/$782.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VNQcusip922908553)	2.7K	QoQ 0.00% (+0) YoY -1.18% (-32)	All Managers (Combined)	$241.8K	0.0% ($241.8K/$782.6M)	QoQ +1.63% (+$3.9K) YoY +3.45% (-$8.1K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$235.0K	0.0% ($235.0K/$782.6M)	QoQ +20.00% (+$39.2K) YoY +14.02% (+$28.9K)
AMGEN INC(AMGNcusip031162100)	750	QoQ 0.00% (+0) YoY -11.86% (-101)	All Managers (Combined)	$233.7K	0.0% ($233.7K/$782.6M)	QoQ +19.53% (+$38.2K) YoY -3.42% (-$8.3K)
HENRY SCHEIN INC(HSICcusip806407102)	3.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$233.3K	0.0% ($233.3K/$782.6M)	QoQ -1.02% (-$2.4K) YoY -9.30% (-$23.9K)
Diamondback Energy, Inc.(FANGcusip25278X109)	1.4K	QoQ +6.38% (+87) YoY +5.76% (-79)	All Managers (Combined)	$231.7K	0.0% ($231.7K/$782.6M)	QoQ +3.83% (+$8.6K) YoY -14.66% (-$39.8K)
(VYMcusip921946406)	1.8K	QoQ 0.00% (+0) YoY -3.27% (-60)	All Managers (Combined)	$228.4K	0.0% ($228.4K/$782.6M)	QoQ +1.07% (+$2.4K) YoY +3.09% (-$6.9K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	458	QoQ 0.00% (-0) YoY +77.51% (+200)	All Managers (Combined)	$226.8K	0.0% ($226.8K/$782.6M)	QoQ -5.11% (-$12.2K) YoY +120.29% (+$123.9K)
Arista Networks, Inc.(ANETcusip040413205)	2.9K	QoQ -9.37% (-300) YoY NEW(+2.9K)	All Managers (Combined)	$224.7K	0.0% ($224.7K/$782.6M)	QoQ -36.47% (-$129.0K) YoY NEW(+$224.7K)
STERIS plc(STEcusipG8473T100)	987	QoQ +2.06% (+20) YoY +3.02% (+29)	All Managers (Combined)	$223.7K	0.0% ($223.7K/$782.6M)	QoQ +12.54% (+$24.9K) YoY +3.86% (+$8.3K)
(VHTcusip92204A504)	836	QoQ +237.09% (+588) YoY +347.05% (+649)	All Managers (Combined)	$221.3K	0.0% ($221.3K/$782.6M)	QoQ +251.76% (+$158.4K) YoY +337.48% (+$170.7K)
(IYRcusip464287739)	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$218.9K	0.0% ($218.9K/$782.6M)	QoQ +2.89% (+$6.1K) YoY +6.50% (+$13.4K)
(SDYcusip78464A763)	1.6K	QoQ -1.46% (-24) YoY -4.62% (-78)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$782.6M)	QoQ +1.20% (-$2.6K) YoY -1.39% (-$3.1K)
(cusip78464A300)✕	2.7K	QoQ 0.00% (-0) YoY +0.37% (-10)	All Managers (Combined)	$209.9K	0.0% ($209.9K/$782.6M)	QoQ -10.14% (-$23.7K) YoY -5.15% (-$11.4K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	4.8K	QoQ -3.52% (-177) YoY -1.66% (-82)	All Managers (Combined)	$201.9K	0.0% ($201.9K/$782.6M)	QoQ -8.40% (-$18.5K) YoY +8.21% (-$15.3K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	767	QoQ -11.53% (-100) YoY -24.20% (-245)	All Managers (Combined)	$198.2K	0.0% ($198.2K/$782.6M)	QoQ -20.01% (-$49.6K) YoY -32.78% (-$96.6K)
(cusip464289867)✕	3.4K	QoQ 0.00% (+0) YoY NEW(+3.4K)	All Managers (Combined)	$194.0K	0.0% ($194.0K/$782.6M)	QoQ +0.43% (+$843) YoY NEW(+$194.0K)
Public Storage(PSAcusip74460D109)	636	QoQ -13.58% (-100) YoY 0.00% (+0)	All Managers (Combined)	$190.3K	0.0% ($190.3K/$782.6M)	QoQ -13.63% (-$30.0K) YoY +3.18% (+$5.9K)
SPDR GOLD TRUST(GLDcusip78463V107)	652	QoQ 0.00% (+0) YoY NEW(+652)	All Managers (Combined)	$187.9K	0.0% ($187.9K/$782.6M)	QoQ +19.00% (+$30.0K) YoY NEW(+$187.9K)
LCNB CORP(LCNBcusip50181P100)	12.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$187.3K	0.0% ($187.3K/$782.6M)	QoQ -2.24% (-$4.3K) YoY -7.21% (-$14.6K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	535	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$184.7K	0.0% ($184.7K/$782.6M)	QoQ +21.62% (+$32.8K) YoY +38.07% (+$50.9K)