Center For Financial Planning, Inc. Top Holdings and 13F Report (2025) About Center For Financial Planning, Inc.Investment ActivityCenter For Financial Planning, Inc. has $871.89 million in total holdings as of June 30, 2025.Center For Financial Planning, Inc. owns shares of 647 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 8.45% of the portfolio was purchased this quarter.About 4.70% of the portfolio was sold this quarter.This quarter, Center For Financial Planning, Inc. has purchased 700 new stocks and bought additional shares in 111 stocks.Center For Financial Planning, Inc. sold shares of 88 stocks and completely divested from 77 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $303,616,549iShares Core U.S. Aggregate Bond ETF $95,673,232iShares Core MSCI EAFE ETF $91,759,250Vanguard Small-Cap ETF $62,202,039Vanguard Mid-Cap ETF $39,800,781 Largest New Holdings this Quarter 61774R825 - MORGAN STANLEY ETF TRUST $501,586 Holding97717Y527 - WisdomTree Floating Rate Treasury Fund $164,313 Holding14020W106 - Capital Group Dividend Value ETF $101,529 Holding69608A108 - PALANTIR TECHNOLOGIES INC $64,071 HoldingG6683N103 - NU $51,958 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 131,020 shares (about $36.66M)Vanguard Small-Cap ETF 107,311 shares (about $25.43M)Vanguard S&P 500 ETF 3,801 shares (about $2.16M)iShares Core U.S. Aggregate Bond ETF 10,369 shares (about $1.03M)Vanguard Tax-Exempt Bond ETF 15,524 shares (about $761.14K) Largest Sales this Quarter Vanguard Small-Cap Value ETF 185,799 shares (about $36.23M)First Trust Low Duration Opportunities ETF 20,359 shares (about $1.00M)Vanguard Small-Cap Growth ETF 1,185 shares (about $328.16K)Merck & Co., Inc. 3,779 shares (about $299.15K)L3Harris Technologies 875 shares (about $219.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCenter For Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$303,616,549$2,159,082 ▲0.7%534,50834.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$95,673,232$1,028,605 ▲1.1%964,44811.0%FinanceIEFAiShares Core MSCI EAFE ETF$91,759,250$616,083 ▲0.7%1,099,17610.5%ETFVBVanguard Small-Cap ETF$62,202,039$25,430,562 ▲69.2%262,4787.1%ETFVOVanguard Mid-Cap ETF$39,800,781$36,663,327 ▲1,168.6%142,2324.6%ETFVWOVanguard FTSE Emerging Markets ETF$27,930,983$170,390 ▲0.6%564,7193.2%ETFQUALiShares MSCI USA Quality Factor ETF$17,382,705$120,296 ▼-0.7%95,0812.0%ETFBRK.ABerkshire Hathaway$13,847,2000.0%191.6%FinanceMSFTMicrosoft$11,864,087$60,186 ▲0.5%23,8521.4%Computer and TechnologyVBRVanguard Small-Cap Value ETF$11,416,641$36,232,585 ▼-76.0%58,5441.3%ETFVXUSVanguard Total International Stock ETF$9,435,897$136,107 ▼-1.4%136,5741.1%ETFBRK.BBerkshire Hathaway$6,820,697$32,061 ▲0.5%14,0410.8%FinanceAAPLApple$5,759,040$84,939 ▲1.5%28,0700.7%Computer and TechnologyAMZNAmazon.com$5,350,703$33,567 ▲0.6%24,3890.6%Retail/WholesaleJPMJPMorgan Chase & Co.$4,931,556$70,447 ▼-1.4%17,0110.6%FinanceVUGVanguard Growth ETF$3,879,8400.0%8,8500.4%ETFGOOGAlphabet$3,475,425$66,521 ▲2.0%19,5920.4%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$3,249,782$328,163 ▼-9.2%11,7350.4%ETFLMBSFirst Trust Low Duration Opportunities ETF$3,201,880$1,002,878 ▼-23.9%65,0000.4%ManufacturingABBVAbbVie$3,160,181$423,771 ▲15.5%17,0250.4%MedicalIJHiShares Core S&P Mid-Cap ETF$3,123,824$59,911 ▲2.0%50,3680.4%ETFSPYSPDR S&P 500 ETF Trust$3,076,714$20,388 ▲0.7%4,9800.4%FinanceRJFRaymond James Financial$2,995,4570.0%19,5310.3%FinancePGProcter & Gamble$2,978,296$13,542 ▼-0.5%18,6940.3%Consumer StaplesFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$2,903,372$321,598 ▲12.5%151,8500.3%ETFAVGOBroadcom$2,635,766$131,485 ▲5.3%9,5620.3%Computer and TechnologyVGTVanguard Information Technology ETF$2,592,7620.0%3,9090.3%ETFNEENextEra Energy$2,424,702$4,651 ▼-0.2%34,9280.3%UtilitiesMCKMcKesson$2,401,321$21,251 ▲0.9%3,2770.3%MedicalABTAbbott Laboratories$2,313,9390.0%17,0130.3%MedicalBUFRFT Vest Laddered Buffer ETF$2,312,878$27,094 ▲1.2%72,7320.3%ETFVTIVanguard Total Stock Market ETF$2,304,398$11,245 ▼-0.5%7,5820.3%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,253,361$39,031 ▲1.8%47,3990.3%ETFJNJJohnson & Johnson$2,245,772$1,222 ▼-0.1%14,7020.3%MedicalMSIMotorola Solutions$2,185,131$17,239 ▲0.8%5,1970.3%Computer and TechnologyAXPAmerican Express$2,125,6830.0%6,6640.2%FinanceVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,015,716$548,043 ▲37.3%14,9990.2%ETFCRMSalesforce$2,007,6330.0%7,3620.2%Computer and TechnologySYKStryker$1,997,9320.0%5,0500.2%MedicalVTVVanguard Value ETF$1,980,726$1,414 ▼-0.1%11,2070.2%ETFCLColgate-Palmolive$1,964,5310.0%21,6120.2%Consumer StaplesCVXChevron$1,810,254$30,357 ▼-1.6%12,6420.2%EnergyHDHome Depot$1,779,967$8,432 ▲0.5%4,8550.2%Retail/WholesaleVVVanguard Large-Cap ETF$1,637,9290.0%5,7410.2%ETFKOCocaCola$1,612,181$7,075 ▲0.4%22,7870.2%Consumer StaplesPEPPepsiCo$1,611,2200.0%12,2030.2%Consumer StaplesTMOThermo Fisher Scientific$1,608,460$5,676 ▼-0.4%3,9670.2%MedicalXOMExxon Mobil$1,556,440$21,560 ▼-1.4%14,4380.2%EnergyIJRiShares Core S&P Small-Cap ETF$1,509,951$46,339 ▼-3.0%13,8160.2%ETFETNEaton$1,469,169$35,703 ▲2.5%4,1150.2%IndustrialsMCDMcDonald's$1,451,567$36,231 ▼-2.4%4,9680.2%Retail/WholesaleIVViShares Core S&P 500 ETF$1,358,530$11,797 ▼-0.9%2,1880.2%ETFNVDANVIDIA$1,331,698$57,982 ▲4.6%8,4290.2%Computer and TechnologySPGIS&P Global$1,285,0060.0%2,4370.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,187,311$761,142 ▲178.6%24,2160.1%ETFMMM3M$1,131,4480.0%7,4320.1%Multi-Sector ConglomeratesUNPUnion Pacific$1,129,499$4,602 ▲0.4%4,9090.1%TransportationGOOGLAlphabet$1,118,109$65,906 ▲6.3%6,3450.1%Computer and TechnologyWMTWalmart$1,103,546$39,210 ▲3.7%11,2860.1%Retail/WholesalePMPhilip Morris International$1,082,763$42,072 ▲4.0%5,9450.1%Consumer StaplesITWIllinois Tool Works$1,072,571$1,978 ▼-0.2%4,3380.1%IndustrialsTSLATesla$1,043,196$66,709 ▲6.8%3,2840.1%Auto/Tires/TrucksVEAVanguard FTSE Developed Markets ETF$1,028,905$141,326 ▼-12.1%18,0480.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,014,1100.0%20,8450.1%ManufacturingAMTAmerican Tower$1,009,841$56,360 ▲5.9%4,5690.1%FinanceTTTrane Technologies$934,571$20,117 ▼-2.1%2,1370.1%ConstructionMRKMerck & Co., Inc.$923,719$299,146 ▼-24.5%11,6690.1%MedicalMETAMeta Platforms$922,676$113,674 ▲14.1%1,2500.1%Computer and TechnologyEMREmerson Electric$901,7110.0%6,7630.1%IndustrialsIBMInternational Business Machines$888,596$28,008 ▲3.3%3,0140.1%Computer and TechnologyPRFInvesco RAFI US 1000 ETF$864,079$127 ▲0.0%20,4420.1%ETFQQQInvesco QQQ$860,559$23,721 ▲2.8%1,5600.1%FinancePGRProgressive$846,2140.0%3,1710.1%FinanceQMARFT Vest Nasdaq-100 Buffer ETF - March$845,904$307,886 ▲57.2%27,2960.1%ETFIWRiShares Russell Mid-Cap ETF$827,884$9,197 ▲1.1%9,0020.1%ETFVIGVanguard Dividend Appreciation ETF$826,867$20,058 ▲2.5%4,0400.1%ETFDFUSDimensional U.S. Equity ETF$816,5050.0%12,1830.1%ETFIWNiShares Russell 2000 Value ETF$750,938$1,735 ▼-0.2%4,7600.1%ETFADCAgree Realty$747,9160.0%10,2370.1%FinanceCSCOCisco Systems$741,881$971 ▼-0.1%10,6930.1%Computer and TechnologyNFLXNetflix$727,1480.0%5430.1%Consumer DiscretionaryVVisa$721,942$7,102 ▼-1.0%2,0330.1%Business ServicesOMCOmnicom Group$706,307$46,761 ▲7.1%9,8180.1%Business ServicesIWMiShares Russell 2000 ETF$691,6070.0%3,2050.1%FinanceMPCMarathon Petroleum$683,454$22,427 ▲3.4%4,1140.1%EnergyVDEVanguard Energy ETF$654,4460.0%5,4940.1%ETFDTEDTE Energy$626,175$14,174 ▼-2.2%4,7270.1%UtilitiesIJSiShares S&P Small-Cap 600 Value ETF$621,0170.0%6,2420.1%ETFLLYEli Lilly and Company$612,711$21,047 ▲3.6%7860.1%MedicalDALDelta Air Lines$604,521$63,934 ▲11.8%12,2920.1%TransportationDHRDanaher$603,880$68,941 ▼-10.2%3,0570.1%MedicalFFord Motor$595,085$18,348 ▼-3.0%54,8460.1%Auto/Tires/TrucksGISGeneral Mills$578,7180.0%11,1700.1%Consumer StaplesCBChubb$573,961$9,271 ▲1.6%1,9810.1%FinanceAMDAdvanced Micro Devices$568,452$124,730 ▲28.1%4,0060.1%Computer and TechnologyDOVDover$563,2500.0%3,0740.1%IndustrialsDFUVDimensional US Marketwide Value ETF$558,7730.0%13,2160.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$540,4790.0%19,5330.1%ETFAPDAir Products and Chemicals$536,479$9,026 ▲1.7%1,9020.1%Basic MaterialsCMECME Group$533,082$11,301 ▼-2.1%1,9340.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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