Planning Center, Inc. has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $431 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $72M, Dimensional ETF Tr U S Core Eq with a value of $66.3M, Dimensional ETF Tr Dimensional with a value of $51.4M, Dimensional ETF Tr Dimensional with a value of $47.7M, and Dimensional ETF Tr with a value of $32M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $402M to 431M.

Below you can find more details about Planning Center, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $431 Million
ETFs: $327 Million
Technology: $9.92 Million
Industrials: $7.65 Million
Financial Services: $4.6 Million
Healthcare: $3.66 Million
Consumer Cyclical: $3.35 Million
Consumer Defensive: $2.01 Million
Communication Services: $1.01 Million
Other: $204,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 58
  • Current Value $431 Million
  • Prior Value $402 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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