Planning Center, Inc. Portfolio Holdings
Planning Center, Inc.
- $572 Million
- Q4 2024
Planning Center, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $572 Million distributed in 68 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 $96M, Dimensional ETF Tr with a value of $72.5M, Dimensional ETF Tr U S Core Eq with a value of $70M, Dimensional ETF Tr Dimensional with a value of $54.4M, and Dimensional ETF Tr Dimensional with a value of $47.7M.
Examining the 13F form we can see an decrease of $20.4M in the current position value, from $592M to 572M.
Below you can find more details about Planning Center, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$572 Million
ETFs: $462 Million
Technology: $14.4 Million
Industrials: $7.74 Million
Financial Services: $5.1 Million
Consumer Cyclical: $3.7 Million
Healthcare: $2.73 Million
Consumer Defensive: $1.98 Million
Communication Services: $1.25 Million
Other: $480,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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