Planning Center, Inc. Reduced Holdings in Q2 2025

Planning Center, Inc.

  • $645 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.86K
- 16.53%
$172.42 - $223.89 $1.18M - $1.54M
34.6K $7.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-34
- 0.5%
$483.48 - $539.8 $16.4K - $18.4K
6.8K $3.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.74K
- 26.27%
$167.32 - $223.3 $458K - $612K
7.69K $1.69M
UNH
Unitedhealth Group Inc

Healthcare
-23
- 2.03%
$274.35 - $599.47 $6.31K - $13.8K
1.11K $345K
UNP
Union Pacific Corp

Industrials
-988
- 49.9%
$208.27 - $238.46 $206K - $236K
992 $228K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-484
- 32.33%
$320.42 - $424.58 $155K - $205K
1.01K $430K
SBUX
Starbucks Corp

Consumer Cyclical
-870
- 20.46%
$79.69 - $99.41 $69.3K - $86.5K
3.38K $309K
KO
Coca Cola CO

Consumer Defensive
-1.17K
- 17.8%
$68.37 - $73.9 $79.8K - $86.2K
5.39K $381K
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.05%
$157.66 - $172.39 $473 - $517
6.24K $994K
JPM
Jpmorgan Chase & CO

Financial Services
-946
- 20.48%
$210.28 - $289.91 $199K - $274K
3.67K $1.07M
BA
Boeing CO

Industrials
-299
- 23.05%
$136.59 - $217.51 $40.8K - $65K
998 $209K
DHR
Danaher Corp

Healthcare
-1
- 0.07%
$174.64 - $205.16 $175 - $205
1.42K $279K
GOOGL
Alphabet Inc.

Communication Services
-181
- 13.03%
$144.7 - $178.6 $26.2K - $32.3K
1.21K $212K
Vanguard Wellington Fd
-155
- 1.43%
N/A
10.7K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-66
- 3.5%
$114.78 - $133.31 $7.58K - $8.8K
1.82K $242K
GOOG
Alphabet Inc.

Communication Services
-200
- 9.61%
$146.58 - $180.01 $29.3K - $36K
1.88K $333K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.01K
- 14.29%
$82.96 - $110.1 $83.8K - $111K
6.06K $666K
VTV
Vanguard Value ETF

ETFs
-36
- 0.99%
$153.67 - $176.74 $5.53K - $6.36K
3.59K $633K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-11
- 2.42%
$456.74 - $568.03 $5.02K - $6.25K
443 $251K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-332
- 2.62%
$19.1 - $23.83 $6.34K - $7.91K
12.4K $294K
VTI
Vanguard Total Stock Market Et

ETFs
-44
- 2.36%
$243.75 - $303.93 $10.7K - $13.4K
1.82K $552K
IVV
Ishares Core S&P 500 ETF

ETFs
-75
- 4.03%
$498.8 - $620.9 $37.4K - $46.6K
1.79K $1.11M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.66K
- 7.55%
$22.27 - $29.21 $59.2K - $77.7K
32.5K $950K
NVDA
Nvidia Corp

Technology
-521
- 7.73%
$94.31 - $157.99 $49.1K - $82.3K
6.22K $982K
MSFT
Microsoft Corp

Technology
-24
- 0.56%
$354.56 - $497.45 $8.51K - $11.9K
4.27K $2.12M
DE
Deere & CO

Industrials
-78
- 0.53%
$412.99 - $531.48 $32.2K - $41.5K
14.7K $7.5M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-8.24K
- 1.73%
$23.2 - $29.84 $191K - $246K
469K $14M
DFIV
Dimensional ETF Tr

ETFs
-26.6K
- 3.08%
$34.67 - $43.21 $924K - $1.15M
838K $35.9M
DISV
Dimensional ETF Tr Dimensional

ETFs
-32.8K
- 3.8%
$25.93 - $32.91 $850K - $1.08M
830K $27.3M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-14.9K
- 0.76%
$24.32 - $29.74 $362K - $443K
1.95M $57.5M
DFAX
Dimensional ETF Tr
-65.8K
- 2.26%
$23.37 - $29.39 $1.54M - $1.93M
2.85M $83.7M
Activity Summary
Buys All Purchases 27 New Holdings 4 Increased Positions 23 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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