Center For Financial Planning, Inc. has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $691 Million distributed in 585 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $263M, Ishares Tr with a value of $74.4M, Ishares Core U.S. Aggregate Bo with a value of $48M, Vanguard Small Cap Value ETF with a value of $44.9M, and Vanguard Small Cap ETF with a value of $31.8M.
Examining the 13F form we can see an increase of $22.6M in the current position value, from $669M to 691M.
Center For Financial Planning, Inc. is based out at Southfied, MI
Below you can find more details about Center For Financial Planning, Inc. portfolio as well as his latest detailed transactions.
