Planning-Center

AI_NATIVE detailed information: This accession holds the following tickers:[
  "REVG",
  "ABBV",
  "GOOGL",
  null,
  null,
  "CAT",
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "ISRG",
  "META",
  "IVW",
  "UBFO",
  null,
  null,
  null,
  "MSFT",
  "TMUS",
  "ORCL",
  null,
  null,
  "IWF",
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "AMGN",
  "RTX",
  "GLD",
  "IBM",
  "SBUX",
  null,
  null,
  null,
  null,
  "VIG",
  "VYM",
  "WEC",
  "AMZN",
  "SCHB",
  "IVE",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "XEL",
  null,
  "SCHG",
  "IXUS",
  "BRK-B",
  "BA",
  "KO",
  "DHR",
  "DE",
  null,
  null,
  "DFAX",
  "DFAC",
  "GOOG",
  "JNJ",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 72
Total Value: 844893655
Accession Number: 0001910966-25-000003
Form Type: 13F-HR
CIK: planning-center
Manager Name: Planning-Center

Data Enrichment

71% identified

51 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

72 positions • $844.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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DEERE & CO

DE|244199105

Shares:14.8K

Value:$7.0M

% of Portfolio:0.8% ($7.0M/$844.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.8K

Value:$3.6M

% of Portfolio:0.4% ($3.6M/$844.9M)

AMAZON COM INC

AMZN|023135106

Shares:10.4K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$844.9M)

921908844

VIG|921908844

Shares:9.9K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$844.9M)

MICROSOFT CORP

MSFT|594918104

Shares:4.3K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$844.9M)

25434V682

Shares:40.9K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$844.9M)

HOME DEPOT, INC.

HD|437076102

Shares:3.2K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$844.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.6K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$844.9M)

921935870

Shares:10.8K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$844.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:6.2K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$844.9M)

464287200

IVV|464287200

Shares:1.9K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$844.9M)

808524300

SCHG|808524300

Shares:35.2K

Value:$881.4K

% of Portfolio:0.1% ($881.4K/$844.9M)

ORACLE CORP

ORCL|68389X105

Shares:6.1K

Value:$849.9K

% of Portfolio:0.1% ($849.9K/$844.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.4K

Value:$788.7K

% of Portfolio:0.1% ($788.7K/$844.9M)

NVIDIA CORP

NVDA|67066G104

Shares:6.7K

Value:$730.2K

% of Portfolio:0.1% ($730.2K/$844.9M)

464287309

IVW|464287309

Shares:7.1K

Value:$656.0K

% of Portfolio:0.1% ($656.0K/$844.9M)

922908744

VTV|922908744

Shares:3.6K

Value:$625.4K

% of Portfolio:0.1% ($625.4K/$844.9M)

VISA INC.

V|92826C839

Shares:1.7K

Value:$610.5K

% of Portfolio:0.1% ($610.5K/$844.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.2K

Value:$594.8K

% of Portfolio:0.1% ($594.8K/$844.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$592.5K

% of Portfolio:0.1% ($592.5K/$844.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DEERE & CO(DEcusip244199105)	14.8K	QoQ -0.51% (-76) YoY -4.47% (-695)	All Managers (Combined)	$7.0M	0.8% ($7.0M/$844.9M)	QoQ +10.20% (-$644.3K) YoY +9.15% (-$583.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.8K	QoQ +0.61% (+42) YoY -2.07% (-145)	All Managers (Combined)	$3.6M	0.4% ($3.6M/$844.9M)	QoQ +18.22% (+$560.6K) YoY +24.01% (-$704.3K)
AMAZON COM INC(AMZNcusip023135106)	10.4K	QoQ +12.05% (-1.1K) YoY +12.05% (+1.1K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$844.9M)	QoQ -2.82% (-$57.7K) YoY +18.18% (+$305.5K)
(VIGcusip921908844)	9.9K	QoQ +0.25% (-25) YoY -9.75% (-1.1K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$844.9M)	QoQ -0.68% (-$13.2K) YoY -4.13% (-$82.5K)
MICROSOFT CORP(MSFTcusip594918104)	4.3K	QoQ +6.16% (-249) YoY -4.28% (-192)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$844.9M)	QoQ -5.44% (-$92.7K) YoY -14.60% (-$275.3K)
(cusip25434V682)✕	40.9K	QoQ -4.22% (-1.8K) YoY -6.03% (-2.6K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$844.9M)	QoQ -2.64% (-$37.3K) YoY -1.72% (-$24.1K)
HOME DEPOT, INC.(HDcusip437076102)	3.2K	QoQ -2.34% (-77) YoY -2.34% (-77)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$844.9M)	QoQ -7.99% (-$102.0K) YoY -6.70% (-$84.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.6K	QoQ -0.23% (-11) YoY -0.47% (-22)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$844.9M)	QoQ +2.08% (-$23.1K) YoY +21.87% (-$203.4K)
(cusip921935870)✕	10.8K	QoQ 0.00% (+0) YoY -2.76% (-308)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$844.9M)	QoQ +0.25% (+$2.8K) YoY -2.95% (-$33.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	6.2K	QoQ +0.01% (+1) YoY -3.53% (-229)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$844.9M)	QoQ +1.65% (+$17.3K) YoY +1.31% (-$13.8K)
(IVVcusip464287200)	1.9K	QoQ -10.39% (-216) YoY -13.79% (-298)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$844.9M)	QoQ -14.46% (-$177.0K) YoY -7.85% (-$89.3K)
(SCHGcusip808524300)	35.2K	QoQ +0.02% (-10) YoY NEW(+35.2K)	All Managers (Combined)	$881.4K	0.1% ($881.4K/$844.9M)	QoQ -10.12% (-$99.3K) YoY NEW(+$881.4K)
ORACLE CORP(ORCLcusip68389X105)	6.1K	QoQ -0.03% (-2) YoY +4.03% (+236)	All Managers (Combined)	$849.9K	0.1% ($849.9K/$844.9M)	QoQ -16.12% (-$163.4K) YoY +15.80% (+$116.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.4K	QoQ +6.81% (+90) YoY -6.62% (-100)	All Managers (Combined)	$788.7K	0.1% ($788.7K/$844.9M)	QoQ +1.95% (+$15.1K) YoY -0.13% (-$1.1K)
NVIDIA CORP(NVDAcusip67066G104)	6.7K	QoQ +4.57% (-295) YoY +898.07% (+6.1K)	All Managers (Combined)	$730.2K	0.1% ($730.2K/$844.9M)	QoQ -15.59% (-$134.9K) YoY +19.70% (+$120.2K)
(IVWcusip464287309)	7.1K	QoQ -13.52% (-1.1K) YoY -29.60% (-3.0K)	All Managers (Combined)	$656.0K	0.1% ($656.0K/$844.9M)	QoQ -20.93% (-$173.7K) YoY -22.60% (-$191.6K)
(VTVcusip922908744)	3.6K	QoQ -14.49% (-614) YoY NEW(+3.6K)	All Managers (Combined)	$625.4K	0.1% ($625.4K/$844.9M)	QoQ -12.76% (-$91.5K) YoY NEW(+$625.4K)
VISA INC.(Vcusip92826C839)	1.7K	QoQ 0.00% (+0) YoY +4.24% (+71)	All Managers (Combined)	$610.5K	0.1% ($610.5K/$844.9M)	QoQ +10.89% (+$60.0K) YoY +30.91% (+$144.2K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$594.8K	0.1% ($594.8K/$844.9M)	QoQ -5.11% (-$32.1K) YoY +24.09% (+$115.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ 0.00% (+0) YoY -61.35% (-1.8K)	All Managers (Combined)	$592.5K	0.1% ($592.5K/$844.9M)	QoQ +3.54% (+$20.3K) YoY -59.08% (-$855.5K)