Planning Center, Inc. Portfolio Holdings
Planning Center, Inc.
- $555 Million
- Q2 2024
Planning Center, Inc. has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $555 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Short Durat with a value of $92.7M, Dimensional ETF Tr with a value of $72.4M, Dimensional ETF Tr U S Core Eq with a value of $67.3M, Dimensional ETF Tr Dimensional with a value of $52.9M, and Dimensional ETF Tr Dimensional with a value of $47.7M.
Examining the 13F form we can see an increase of $124M in the current position value, from $431M to 555M.
Below you can find more details about Planning Center, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$555 Million
ETFs: $450 Million
Technology: $11.4 Million
Industrials: $6.96 Million
Financial Services: $4.63 Million
Healthcare: $3.77 Million
Consumer Cyclical: $3.28 Million
Consumer Defensive: $1.87 Million
Communication Services: $1.14 Million
Other: $203,000