Planning Center, Inc. Reduced Holdings in Q3 2024

Planning Center, Inc.

Stock	Shares change	Price Range	Shares Held
UNH Unitedhealth Group Inc Healthcare	-1.78K - 60.92%	$488.01 - $604.18 $870K - $1.08M	1.14K $668K
VIG Vanguard Dividend Appreciation ETFs	-68 - 0.64%	$182.15 - $182.15 $12.4K - $12.4K	10.6K $1.93M
DHR Danaher Corp Healthcare	-165 - 10.43%	$239.25 - $280.76 $39.5K - $46.3K	1.42K $393K
DFSU Dimensional ETF Tr Dimen Us Su	-1.66K - 0.82%	N/A	202K $0
Dimensional ETF Trust	-2.21K - 0.45%	N/A	490K $0
IVE Ishares S&P 500 Value ETF ETFs	-107 - 4.55%	$181.06 - $197.17 $19.4K - $21.1K	2.25K $442K
PG Procter & Gamble CO Consumer Defensive	-96 - 1.48%	$160.76 - $177.82 $15.4K - $17.1K	6.37K $1.1M
BRK-B Berkshire Hathaway Inc Class B Financial Services	-37 - 0.51%	$405.19 - $478.57 $15K - $17.7K	7.26K $3.34M
DE Deere & CO Industrials	-559 - 3.61%	$344.84 - $418.0 $193K - $234K	14.9K $6.24M
DUHP Dimensional ETF Tr Dimensional ETFs	-13.6K - 0.83%	$30.74 - $34.07 $419K - $465K	1.64M $55.8M
DFAC Dimensional ETF Tr U S Core Eq ETFs	-18.4K - 0.88%	$31.05 - $34.29 $573K - $632K	2.07M $71M

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