Plancorp, LLC Portfolio Holdings
Plancorp, LLC
- $2.3 Billion
- Q1 2024
Plancorp, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.3 Billion distributed in 295 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $351M, Dimensional ETF Tr U S Equity with a value of $292M, Dimensional ETF Tr Us Marketwi with a value of $272M, Vanguard Total Stock Market Et with a value of $115M, and Dimensional ETF Tr with a value of $107M.
Examining the 13F form we can see an increase of $215M in the current position value, from $2.08B to 2.3B.
Below you can find more details about Plancorp, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.3 Billion
ETFs: $1.86 Billion
Industrials: $59.4 Million
Financial Services: $59.3 Million
Technology: $56.2 Million
Healthcare: $38.1 Million
Consumer Defensive: $25 Million
Basic Materials: $23.2 Million
Consumer Cyclical: $19.3 Million
Other: $44.8 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 295
- Current Value $2.3 Billion
- Prior Value $2.08 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 26 stocks
- Additional Purchases 180 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks