Planning Center, Inc. Portfolio Holdings
Planning Center, Inc.
- $600 Million
- Q1 2025
Planning Center, Inc. has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $600 Million distributed in 72 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 $108M, Dimensional ETF Tr with a value of $76.4M, Dimensional ETF Tr U S Core Eq with a value of $66.7M, Dimensional ETF Tr Dimensional with a value of $55M, and Dimensional ETF Tr Dimensional with a value of $53M.
Examining the 13F form we can see an increase of $28.6M in the current position value, from $572M to 600M.
Below you can find more details about Planning Center, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$600 Million
ETFs: $486 Million
Technology: $12.8 Million
Industrials: $8.55 Million
Financial Services: $5.7 Million
Consumer Cyclical: $3.57 Million
Healthcare: $2.85 Million
Consumer Defensive: $2.06 Million
Communication Services: $1.21 Million
Other: $528,000