Planning Center, Inc. Top Holdings and 13F Report (2025) About Planning Center, Inc.Investment ActivityPlanning Center, Inc. has $904.42 million in total holdings as of June 30, 2025.Planning Center, Inc. owns shares of 74 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.70% of the portfolio was purchased this quarter.About 0.97% of the portfolio was sold this quarter.This quarter, Planning Center, Inc. has purchased 72 new stocks and bought additional shares in 23 stocks.Planning Center, Inc. sold shares of 32 stocks and completely divested from 2 stocks this quarter.Largest Holdings DIMENSIONAL ETF TRUST $148,656,900Dimensional Short-Duration Fixed Income ETF $111,668,956Dimensional World ex U.S. Core Equity 2 ETF $83,720,423Dimensional U.S. Core Equity 2 ETF $75,075,848DIMENSIONAL ETF TRUST $67,590,899 Largest New Holdings this Quarter 922040845 - VANGUARD INSTL INDEX FD $520,237 Holding92203C303 - Vanguard Ultra-Short Bond ETF $363,117 Holding056525108 - Badger Meter $220,700 Holding25434V401 - Dimensional U.S. Equity ETF $213,150 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 127,761 shares (about $6.48M)Dimensional Short-Duration Fixed Income ETF 60,699 shares (about $2.91M)Dimensional U.S. Core Equity 2 ETF 71,994 shares (about $2.58M)Dimensional U.S. Targeted Value ETF 41,667 shares (about $2.25M)Dimensional US High Profitability ETF 52,530 shares (about $1.87M) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 65,764 shares (about $1.93M)Apple 6,857 shares (about $1.41M)Dimensional International Value ETF 26,649 shares (about $1.14M)Dimensional International Small Cap Value ETF 32,796 shares (about $1.08M)Amazon.com 2,740 shares (about $601.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlanning Center, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDIMENSIONAL ETF TRUST$148,656,900$6,483,871 ▲4.6%2,929,20016.4%ULTRASHORT FIXEDDFSDDimensional Short-Duration Fixed Income ETF$111,668,956$2,914,159 ▲2.7%2,325,95212.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$83,720,423$1,931,489 ▼-2.3%2,850,5429.3%ETFDFACDimensional U.S. Core Equity 2 ETF$75,075,848$2,580,265 ▲3.6%2,094,7508.3%ETFDIMENSIONAL ETF TRUST$67,590,899$1,671,235 ▲2.5%1,266,6967.5%GLOBAL EX US CORDUHPDimensional US High Profitability ETF$60,833,310$1,867,967 ▲3.2%1,710,7236.7%ETFDIHPDimensional International High Profitability ETF$57,539,590$439,489 ▼-0.8%1,951,1566.4%ETFDFIPDimensional Inflation-Protected Securities ETF$36,315,915$778,837 ▲2.2%868,5944.0%ETFDFIVDimensional International Value ETF$35,899,554$1,141,377 ▼-3.1%838,1874.0%ETFDFUVDimensional US Marketwide Value ETF$33,700,572$1,099,026 ▲3.4%797,0813.7%ETFDISVDimensional International Small Cap Value ETF$27,314,938$1,079,316 ▼-3.8%829,9893.0%ETFDFATDimensional U.S. Targeted Value ETF$26,875,566$2,248,350 ▲9.1%498,0653.0%ETFDFASDimensional U.S. Small Cap ETF$21,288,590$1,412,962 ▲7.1%334,1482.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$16,014,972$190,991 ▲1.2%539,5881.8%ETFDFGRDimensional Global Real Estate ETF$14,016,072$350,319 ▲2.6%522,4031.5%ETFDFISDimensional International Small Cap ETF$13,992,304$245,822 ▼-1.7%468,9111.5%ETFDFSBDimensional Global Sustainability Fixed Income ETF$8,319,488$600,324 ▲7.8%158,6780.9%ETFDFSIDimensional International Sustainability Core 1 ETF$8,250,641$47,765 ▲0.6%209,3540.9%ETFDFSUDimensional US Sustainability Core 1 ETF$8,139,901$461,502 ▲6.0%207,3860.9%ETFDEDeere & Company$7,495,651$39,662 ▼-0.5%14,7410.8%IndustrialsAAPLApple$7,102,142$1,406,846 ▼-16.5%34,6160.8%Computer and TechnologyBRK.BBerkshire Hathaway$3,300,807$16,516 ▼-0.5%6,7950.4%FinanceMSFTMicrosoft$2,121,333$11,937 ▼-0.6%4,2650.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,967,463$51,371 ▼-2.5%9,6130.2%ETFAMZNAmazon.com$1,687,548$601,129 ▼-26.3%7,6920.2%Retail/WholesaleDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,603,354$48,450 ▲3.1%42,1270.2%ETFORCLOracle$1,332,246$3,279 ▲0.2%6,0940.1%Computer and TechnologyHDHome Depot$1,173,2480.0%3,2000.1%Retail/WholesaleIVViShares Core S&P 500 ETF$1,109,825$46,579 ▼-4.0%1,7870.1%ETFVTESVanguard Short-Term Tax-Exempt Bond ETF$1,076,318$15,644 ▼-1.4%10,6640.1%ETFJPMJPMorgan Chase & Co.$1,065,111$274,250 ▼-20.5%3,6740.1%FinancePGProcter & Gamble$994,112$478 ▼0.0%6,2400.1%Consumer StaplesNVDANVIDIA$982,069$82,313 ▼-7.7%6,2160.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$950,490$77,669 ▼-7.6%32,5400.1%ETFSPYSPDR S&P 500 ETF Trust$888,471$17,300 ▲2.0%1,4380.1%FinanceIVWiShares S&P 500 Growth ETF$666,766$111,201 ▼-14.3%6,0560.1%ETFISRGIntuitive Surgical$652,6350.0%1,2010.1%MedicalVTVVanguard Value ETF$633,542$6,362 ▼-1.0%3,5850.1%ETFVVisa$633,409$14,912 ▲2.4%1,7840.1%Business ServicesWMTWalmart$588,4400.0%6,0180.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$552,437$13,370 ▼-2.4%1,8180.1%ETFCATCaterpillar$530,683$17,081 ▲3.3%1,3670.1%IndustrialsVANGUARD INSTL INDEX FD$520,237$520,237 ▲New Holding6,8860.1%0-3 MO TREAS BILIBMInternational Business Machines$467,9350.0%1,5870.1%Computer and TechnologyVANGUARD INSTL INDEX FD$464,932$249,761 ▲116.1%6,1560.1%ULTRA-SHORT TREALLYEli Lilly and Company$436,5370.0%5600.0%MedicalIWFiShares Russell 1000 Growth ETF$430,100$205,497 ▼-32.3%1,0130.0%ETFJNJJohnson & Johnson$393,1790.0%2,5740.0%MedicalKOCocaCola$381,390$82,560 ▼-17.8%5,3910.0%Consumer StaplesTMUST-Mobile US$377,1660.0%1,5830.0%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$372,7890.0%4,8220.0%ManufacturingVUSBVanguard Ultra-Short Bond ETF$363,117$363,117 ▲New Holding7,2820.0%ETFUNHUnitedHealth Group$345,663$7,175 ▼-2.0%1,1080.0%MedicalGOOGAlphabet$333,753$35,487 ▼-9.6%1,8810.0%Computer and TechnologyREVGREV Group$333,1300.0%7,0000.0%TransportationMETAMeta Platforms$317,900$2,213 ▲0.7%4310.0%Computer and TechnologyUBFOUnited Security Bancshares$311,6160.0%36,0250.0%FinanceSBUXStarbucks$309,892$79,718 ▼-20.5%3,3820.0%Retail/WholesaleSCHBSchwab US Broad Market ETF$294,516$7,912 ▼-2.6%12,3590.0%ETFDHRDanaher$279,717$198 ▼-0.1%1,4160.0%MedicalRTXRTX$271,1590.0%1,8570.0%AerospaceGLDSPDR Gold Shares$266,117$4,877 ▲1.9%8730.0%FinanceXELXcel Energy$259,1210.0%3,8050.0%UtilitiesVGSHVanguard Short-Term Treasury ETF$253,9880.0%4,3210.0%ETFVOOVanguard S&P 500 ETF$251,688$6,250 ▼-2.4%4430.0%ETFWECWEC Energy Group$248,309$104 ▲0.0%2,3830.0%UtilitiesDFCFDimensional Core Fixed Income ETF$247,3900.0%5,8540.0%ETFVYMVanguard High Dividend Yield ETF$242,624$8,798 ▼-3.5%1,8200.0%ETFABBVAbbVie$240,0070.0%1,2930.0%MedicalUNPUnion Pacific$228,207$227,287 ▼-49.9%9920.0%TransportationBMIBadger Meter$220,700$220,700 ▲New Holding9010.0%Computer and TechnologyDFUSDimensional U.S. Equity ETF$213,150$213,150 ▲New Holding3,1800.0%ETFGOOGLAlphabet$212,968$31,910 ▼-13.0%1,2080.0%Computer and TechnologyBABoeing$209,109$62,649 ▼-23.1%9980.0%AerospaceIVEiShares S&P 500 Value ETF$0$240,321 ▼-100.0%00.0%ETFAMGNAmgen$0$214,658 ▼-100.0%00.0%MedicalShowing 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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