Center For Financial Planning, Inc. ETFs

Center For Financial Planning, Inc.

$781 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$170,000 0.02% of portfolio	406	Q1 2025 Reduced 25.09%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$164,000 0.02% of portfolio	4,340	Q3 2024 Reduced 1.59%
IEF Ishares Barclays	$0	$142,000 0.02% of portfolio	1,490	Q1 2025 New
IWY Ishares Tr Russell 200 Growth	$0	$132,000 0.02% of portfolio	626	Q1 2025 Added 2.79%
BSV Vanguard Bd Index Fd Inc Short	$0	$122,000 0.02% of portfolio	1,563	Q1 2025 Added 37.11%
IVW Ishares S&P 500 Growth ETF	$0	$122,000 0.02% of portfolio	1,318	Q4 2024 Added 61.92%
VFQY Vanguard Wellington Fd U S Qua	$0	$120,000 0.02% of portfolio	900	Q3 2020 Reduced 16.43%
VOE Vanguard Mid Cap Value Index F	$0	$118,000 0.02% of portfolio	736	Q3 2024 Reduced 0.14%
HYD Vaneck High Yield Muni ETF	$0	$117,000 0.01% of portfolio	2,296	Q1 2025 New
MGK Vanguard Mega Cap Growth ETF	$0	$114,000 0.01% of portfolio	370	Q1 2025 New
SCHG Schwab Strategic Tr Us Large C	$0	$114,000 0.01% of portfolio	4,569	Q1 2025 New
IEMG Ishares Inc	$0	$104,000 0.01% of portfolio	1,956	Q1 2025 Added 97.58%
ITOT Ishares Core S&P Total U.S. St	$0	$102,000 0.01% of portfolio	840	Q1 2025 Reduced 27.59%
IWB Ishares Tr Russell 1000 ETF	$0	$101,000 0.01% of portfolio	332	Q1 2024 New
VT Vanguard Total World Stk Index	$0	$94,000 0.01% of portfolio	813	Q1 2025 Reduced 29.0%
DFAS Dimensional ETF Tr U S Small C	$0	$90,000 0.01% of portfolio	1,518	Q1 2024 Reduced 5.13%
SCHX Schwab Strategic Tr Us Large C	$0	$81,000 0.01% of portfolio	3,688	Q1 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$79,000 0.01% of portfolio	660	Q2 2021 Reduced 2.37%
DTD Wisdomtree Tr U.S Total Divide	$0	$75,000 0.01% of portfolio	982	Q2 2023 New
IWD Ishares Russell 1000 Val ETF	$0	$73,000 0.01% of portfolio	390	Q1 2024 Added 121.59%
SCHD Schwab Strategic Tr Us Dividen	$0	$72,000 0.01% of portfolio	2,598	Q1 2025 Reduced 7.28%
ESGU Ishares Trust Ishares Esg Awar	$0	$71,000 0.01% of portfolio	588	Q4 2021 Reduced 19.56%
BNDX Vanguard Total International B	$0	$71,000 0.01% of portfolio	1,468	Q1 2025 Added 140.66%
USRT Ishares Core U.S. Reit ETF	$0	$69,000 0.01% of portfolio	1,214	Q3 2024 Reduced 25.93%
JMEE J P Morgan Exchange Traded Fd	$0	$68,000 0.01% of portfolio	1,223	Q2 2022 New
DFAT Dimensional ETF Tr U S Target	$0	$66,000 0.01% of portfolio	1,300	Q1 2025 Reduced 51.26%
VPU Vanguard Utilities ETF	$0	$64,000 0.01% of portfolio	375	Q4 2020 New
FVD First Tr Value Line Divid Inde	$0	$63,000 0.01% of portfolio	1,418	Q4 2024 Added 0.64%
SGOL Abrdn Gold ETF Trust	$4.75B	$62,000 0.01% of portfolio	2,100	Q2 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$57,000 0.01% of portfolio	941	Q1 2020 Reduced 42.16%
IAU Ishares Gold Trust	$54.9B	$50,000 0.01% of portfolio	850	Q4 2023 Reduced 7.51%
FXC Invesco Currency Shares Canadian Dollar Trust	$93.4M	$49,000 0.01% of portfolio	735	Q1 2025 New
JPRE J P Morgan Exchange Traded Fd	$0	$47,000 0.01% of portfolio	981	Q2 2022 New
BND Vanguard Bd Index Fd Inc Total	$0	$46,000 0.01% of portfolio	631	Q4 2023 Reduced 63.76%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$45,000 0.01% of portfolio	908	Q1 2025 New
VCR Vanguard Consumer Discretionar	$0	$44,000 0.01% of portfolio	136	Q2 2022 New
ESGD Ishares Trust Ishares Esg Awar	$0	$44,000 0.01% of portfolio	549	Q1 2025 Added 0.73%
USMV Ishares Msci Usa Min Vol Facto	$0	$40,000 0.01% of portfolio	431	Q1 2025 Added 762.0%
SPHQ Invesco Exchange Traded Fd Tr	$0	$39,000 0.0% of portfolio	597	Q1 2021 New
MGC Vanguard Mega Cap ETF	$0	$39,000 0.0% of portfolio	195	Q2 2023 New
XLF Financial Sector Spdr	$0	$38,000 0.0% of portfolio	763	Q4 2024 Added 5.24%
IOO Ishares Tr Global 100 ETF	$0	$38,000 0.0% of portfolio	404	Q2 2023 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$38,000 0.0% of portfolio	1,635	Q1 2025 New
SCHP Schwab Strategic Us Tips ETF	$0	$37,000 0.0% of portfolio	1,397	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$35,000 0.0% of portfolio	1,497	Q1 2025 New
SUB Ishares Short Term National Mu	$0	$34,000 0.0% of portfolio	328	Q1 2025 New
IYF Ishares Tr	$0	$34,000 0.0% of portfolio	310	Q4 2020 Added 100.0%
IRBO Ishares Robotics & Artificial	$0	$33,000 0.0% of portfolio	1,054	Q1 2025 Added 2.43%
FXU First Tr Exchange Traded Fd Ut	$0	$33,000 0.0% of portfolio	825	Q3 2023 New
BCI Abrdn Etfs Abrdn Bloomberg All	$0	$31,000 0.0% of portfolio	1,473	Q1 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.