Planning Center, Inc. Reduced Holdings in Q4 2024

Planning Center, Inc.

  • $572 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
-30.2K
- 1.84%
$33.62 - $35.69 $1.01M - $1.08M
1.61M $54.4M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-9.71K
- 1.24%
$40.38 - $44.35 $392K - $431K
774K $31.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-47.1K
- 2.28%
$33.92 - $36.6 $1.6M - $1.72M
2.02M $70M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.54K
- 2.68%
$63.58 - $71.15 $543K - $608K
310K $20.2M
ORCL
Oracle Corp

Technology
-2.28K
- 27.28%
$165.41 - $192.43 $377K - $439K
6.08K $1.01M
DFAT
Dimensional ETF Tr U S Target

ETFs
-7.21K
- 1.59%
$54.54 - $61.04 $393K - $440K
446K $24.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-472
- 6.5%
$442.29 - $483.08 $209K - $228K
6.79K $3.08M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.03K
- 45.86%
$189.5 - $206.17 $195K - $212K
1.22K $232K
MSFT
Microsoft Corp

Technology
-364
- 8.27%
$406.35 - $454.46 $148K - $165K
4.04K $1.7M
VIG
Vanguard Dividend Appreciation

ETFs
-750
- 7.08%
N/A
9.84K $1.79M
SPY
Spdr S&P 500 ETF Trust

ETFs
-201
- 13.21%
$567.81 - $607.81 $114K - $122K
1.32K $773K
UNH
Unitedhealth Group Inc

Healthcare
-13
- 1.14%
$485.52 - $625.25 $6.31K - $8.13K
1.13K $572K
CAT
Caterpillar Inc

Industrials
-50
- 3.3%
$360.37 - $416.88 $18K - $20.8K
1.46K $530K
JNJ
Johnson & Johnson

Healthcare
-119
- 4.92%
$143.34 - $165.86 $17.1K - $19.7K
2.3K $332K
PG
Procter & Gamble CO

Consumer Defensive
-130
- 2.04%
$161.05 - $179.7 $20.9K - $23.4K
6.24K $1.05M
SBUX
Starbucks Corp

Consumer Cyclical
-249
- 5.54%
$87.44 - $102.5 $21.8K - $25.5K
4.24K $386K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-309
- 4.99%
$41.17 - $43.34 $12.7K - $13.4K
5.89K $243K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-100
- 12.15%
$370.24 - $418.94 $37K - $41.9K
723 $290K
IBM
International Business Machines Corp

Technology
-38
- 2.34%
$204.9 - $238.04 $7.79K - $9.05K
1.59K $348K
WEC
Wec Energy Group, Inc.

Utilities
-29
- 1.2%
$92.94 - $101.82 $2.7K - $2.95K
2.38K $224K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 2.82%
$521.84 - $558.82 $6.78K - $7.26K
448 $241K
DFSU
Dimensional ETF Tr Dimen Us Su
-15.7K
- 7.76%
N/A
187K $0
Vanguard Wellington Fd
-308
- 2.77%
N/A
10.8K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
-1.44K
- 3.25%
N/A
42.7K $0
DFSI
Dimensional ETF Tr Dimen Intl
-5.29K
- 2.61%
N/A
197K $0
ISRG
Intuitive Surgical Inc

Healthcare
-16
- 1.31%
$471.27 - $550.62 $7.54K - $8.81K
1.2K $626K
GOOG
Alphabet Inc.

Communication Services
-99
- 4.63%
$163.08 - $198.16 $16.1K - $19.6K
2.04K $388K
WMT
Walmart Inc.

Consumer Defensive
-78
- 1.3%
$79.1 - $95.7 $6.17K - $7.46K
5.91K $533K
NVDA
Nvidia Corp

Technology
-200
- 3.01%
$117.0 - $148.88 $23.4K - $29.8K
6.44K $865K
V
Visa Inc.

Financial Services
-13
- 0.74%
$273.87 - $320.91 $3.56K - $4.17K
1.74K $550K
DE
Deere & CO

Industrials
-50
- 0.33%
$389.45 - $466.0 $19.5K - $23.3K
14.9K $6.31M
JPM
Jpmorgan Chase & CO

Financial Services
-232
- 4.77%
$205.18 - $250.29 $47.6K - $58.1K
4.63K $1.11M
Activity Summary
Buys All Purchases 19 New Holdings 2 Increased Positions 17 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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