Planning Center, Inc. Reduced Holdings in Q3 2025

Planning Center, Inc.

  • $680 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
-57
- 0.39%
$457.26 - $524.37 $26.1K - $29.9K
14.7K $6.71M
ORCL
Oracle Corp

Technology
-3.46K
- 56.79%
$218.96 - $328.33 $758K - $1.14M
2.63K $740K
META
Meta Platforms, Inc.

Communication Services
-85
- 19.72%
$695.21 - $791.73 $59.1K - $67.3K
346 $254K
DHR
Danaher Corp

Healthcare
-316
- 22.32%
$181.46 - $212.2 $57.3K - $67.1K
1.1K $218K
IVW
Ishares S&P 500 Growth ETF

ETFs
-920
- 15.19%
$108.97 - $121.65 $100K - $112K
5.14K $620K
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.02%
$150.47 - $161.22 $150 - $161
6.24K $958K
VGSH
Vanguard

ETFs
-510
- 11.8%
$58.43 - $58.88 $29.8K - $30K
3.81K $224K
VUSB
Vanguard Bd Index Fds
-523
- 7.18%
N/A
6.76K $0
DFSI
Dimensional ETF Tr Dimen Intl
-1.42K
- 0.68%
N/A
208K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-946
- 2.25%
N/A
41.2K $0
VTI
Vanguard Total Stock Market Et

ETFs
-123
- 6.77%
$303.93 - $329.86 $37.4K - $40.6K
1.7K $556K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-480
- 3.88%
$23.82 - $25.84 $11.4K - $12.4K
11.9K $305K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 1.13%
$567.77 - $614.76 $2.84K - $3.07K
438 $268K
WEC
Wec Energy Group, Inc.

Utilities
-1
- 0.04%
$103.66 - $114.59 $104 - $115
2.38K $272K
UNH
Unitedhealth Group Inc

Healthcare
-4
- 0.36%
$237.77 - $353.61 $951 - $1.41K
1.1K $381K
SPY
Spdr S&P 500 ETF Trust

ETFs
-28
- 1.95%
$617.65 - $666.84 $17.3K - $18.7K
1.41K $939K
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.08%
$184.85 - $231.54 $185 - $232
1.29K $299K
GOOGL
Alphabet Inc.

Communication Services
-19
- 1.57%
$174.36 - $254.72 $3.31K - $4.84K
1.19K $289K
JNJ
Johnson & Johnson

Healthcare
-4
- 0.16%
$155.17 - $185.42 $621 - $742
2.57K $476K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-152
- 0.47%
$28.92 - $32.19 $4.4K - $4.89K
32.4K $1.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.15%
$459.11 - $506.91 $4.59K - $5.07K
6.79K $3.41M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-4.38K
- 0.93%
$29.65 - $31.77 $130K - $139K
465K $14.7M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.29K
- 0.42%
$29.55 - $32.52 $67.6K - $74.4K
537K $17.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-646
- 0.19%
$63.41 - $69.69 $41K - $45K
334K $22.8M
AAPL
Apple Inc.

Technology
-389
- 1.12%
$202.38 - $256.87 $78.7K - $99.9K
34.2K $8.72M
DISV
Dimensional ETF Tr Dimensional

ETFs
-17.8K
- 2.15%
$32.78 - $35.79 $585K - $638K
812K $29M
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.27K
- 0.66%
$53.36 - $59.69 $175K - $195K
495K $28.8M
DFIV
Dimensional ETF Tr

ETFs
-17.5K
- 2.08%
$42.66 - $46.53 $745K - $813K
821K $37.9M
DFAX
Dimensional ETF Tr
-44.5K
- 1.56%
$29.25 - $31.56 $1.3M - $1.4M
2.81M $88.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-24.6K
- 1.18%
$36.04 - $38.78 $888K - $956K
2.07M $79.8M
Activity Summary
Buys All Purchases 22 New Holdings 1 Increased Positions 21 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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