Plancorp, LLC Incresed Positions in Q3 2025

Plancorp, LLC

  • $3.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
123K
+ 15.09%
$303.93 - $329.86 $37.2M - $40.4M
934K $307M
AVUV
American Centy ETF Tr Avantis

ETFs
127K
+ 11.22%
$90.37 - $102.12 $11.5M - $13M
1.26M $125M
DFIC
Dimensional ETF Tr Dimensional

ETFs
582K
+ 35.95%
$30.76 - $33.01 $17.9M - $19.2M
2.2M $72.2M
DFIV
Dimensional ETF Tr

ETFs
162K
+ 5.05%
$42.66 - $46.53 $6.92M - $7.54M
3.37M $156M
LRGF
Ishares Tr

ETFs
64K
+ 3.67%
$64.13 - $69.24 $4.1M - $4.43M
1.81M $125M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
187K
+ 35.61%
$29.55 - $32.52 $5.52M - $6.07M
711K $22.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.49K
+ 2.26%
$567.77 - $614.76 $848K - $918K
67.7K $41.5M
CDE
Coeur Mining, Inc.

Basic Materials
10.1K
+ 2.75%
$8.68 - $18.76 $87.8K - $190K
379K $7.11M
VEA
Vanguard Ftse Developed Market

ETFs
12.7K
+ 3.59%
$56.02 - $60.3 $711K - $765K
366K $21.9M
AVDV
American Centy ETF Tr Avantis

ETFs
192
+ 0.11%
$79.24 - $89.03 $15.2K - $17.1K
176K $15.7M
GOOG
Alphabet Inc.

Communication Services
266
+ 1.65%
$175.16 - $255.24 $46.6K - $67.9K
16.4K $4M
DFAI
Dimensional ETF Tr

ETFs
1.11K
+ 0.19%
$34.05 - $36.55 $37.8K - $40.5K
600K $21.8M
EFV
Msci Eafe Value ETF

ETFs
38
+ 0.02%
$62.79 - $68.42 $2.39K - $2.6K
252K $17.1M
VXF
Vanguard Extended Market ETF

ETFs
1.78K
+ 4.19%
$193.58 - $213.07 $345K - $379K
44.3K $9.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.83K
+ 3.46%
$49.43 - $54.52 $239K - $263K
144K $7.83M
ACN
Accenture PLC

Technology
2.97K
+ 153.7%
$232.56 - $304.78 $692K - $906K
4.91K $1.21M
VLUE
Ishares Msci Usa Value Factor

ETFs
4.24K
+ 57.63%
$111.55 - $125.05 $473K - $530K
11.6K $1.45M
VNQ
Vanguard Specialized Funds Van

ETFs
1.08K
+ 0.86%
$88.47 - $93.24 $95.5K - $101K
126K $11.5M
DFAE
Dimensional ETF Tr

ETFs
50
+ 0.04%
$28.84 - $31.84 $1.44K - $1.59K
125K $3.96M
AVIG
American Centy ETF Tr Avantis

ETFs
6.11K
+ 4.29%
$41.02 - $42.32 $250K - $258K
149K $6.25M
EFSC
Enterprise Financial Services Corp

Financial Services
18
+ 0.02%
$53.81 - $61.68 $969 - $1.11K
96.5K $5.59M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.3K
+ 21.77%
$52.39 - $53.11 $225K - $228K
24K $1.27M
CVX
Chevron Corp

Energy
569
+ 4.98%
$145.57 - $161.83 $82.8K - $92.1K
12K $1.86M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.86K
+ 8.96%
$66.38 - $71.68 $124K - $133K
22.6K $1.62M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.32K
+ 1.41%
$47.18 - $48.17 $110K - $112K
167K $7.99M
AEE
Ameren Corp

Utilities
686
+ 4.77%
$95.0 - $104.38 $65.2K - $71.6K
15.1K $1.57M
AMD
Advanced Micro Devices Inc

Technology
577
+ 12.37%
$134.8 - $184.42 $77.8K - $106K
5.24K $848K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
715
+ 2.81%
$68.24 - $73.73 $48.8K - $52.7K
26.2K $1.92M
MU
Micron Technology Inc

Technology
373
+ 16.42%
$104.88 - $168.89 $39.1K - $63K
2.65K $442K
TMO
Thermo Fisher Scientific Inc.

Healthcare
140
+ 15.07%
$404.94 - $499.99 $56.7K - $70K
1.07K $518K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
13.9K
+ 139.0%
$9.44 - $10.39 $131K - $144K
23.9K $237K
RTX
Raytheon Technologies Corp

Industrials
164
+ 3.22%
$144.19 - $167.33 $23.6K - $27.4K
5.25K $878K
PFE
Pfizer Inc

Healthcare
365
+ 0.36%
$23.29 - $25.88 $8.5K - $9.45K
102K $2.59M
VO
Vanguard Mid Cap ETF

ETFs
128
+ 1.84%
$279.83 - $293.74 $35.8K - $37.6K
7.08K $2.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.04%
$224.68 - $282.71 $225 - $283
2.45K $685K
NEE
Nextera Energy Inc

Utilities
203
+ 1.26%
$69.77 - $77.54 $14.2K - $15.7K
16.3K $1.23M
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
7K
+ 41.65%
$14.44 - $15.44 $101K - $108K
23.8K $360K
SF
Stifel Financial Corp

Financial Services
13
+ 0.14%
$105.26 - $116.4 $1.37K - $1.51K
9.21K $1.04M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
95
+ 0.72%
$68.27 - $75.58 $6.49K - $7.18K
13.2K $982K
RF
Regions Financial Corp

Financial Services
128
+ 0.5%
$24.03 - $27.41 $3.08K - $3.51K
25.7K $676K
NSC
Norfolk Southern Corp

Industrials
12
+ 0.74%
$259.49 - $300.41 $3.11K - $3.6K
1.64K $493K
AMAT
Applied Materials Inc

Technology
34
+ 1.17%
$156.25 - $204.95 $5.31K - $6.97K
2.93K $600K
SRE
Sempra Energy

Utilities
62
+ 1.5%
$74.14 - $89.98 $4.6K - $5.58K
4.19K $376K
GLD
Spdr Gold Trust

ETFs
57
+ 6.71%
$300.96 - $355.47 $17.2K - $20.3K
907 $322K
MS
Morgan Stanley

Financial Services
56
+ 2.0%
$139.09 - $161.16 $7.79K - $9.02K
2.86K $454K
ETN
Eaton Corp PLC

Industrials
64
+ 3.77%
$342.99 - $392.76 $22K - $25.1K
1.76K $658K
PRF
Invesco Exchange Traded Fd Tr

ETFs
565
+ 6.57%
$42.04 - $45.23 $23.8K - $25.6K
9.17K $414K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
536
+ 5.23%
$30.13 - $33.37 $16.1K - $17.9K
10.8K $359K
NOC
Northrop Grumman Corp

Industrials
7
+ 1.66%
$498.9 - $609.32 $3.49K - $4.27K
429 $261K
Activity Summary
Buys All Purchases 115 New Holdings 28 Increased Positions 87 Sells All Sells 201 Reductions 201 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Plancorp, LLC Portfolio

Follow Plancorp, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email