Planning Center, Inc. Portfolio Holdings
Planning Center, Inc.
- $592 Million
- Q3 2024
Planning Center, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $592 Million distributed in 73 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 $96.1M, Dimensional ETF Tr with a value of $77.7M, Dimensional ETF Tr U S Core Eq with a value of $71M, Dimensional ETF Tr Dimensional with a value of $55.8M, and Dimensional ETF Tr Dimensional with a value of $51.2M.
Examining the 13F form we can see an increase of $36.5M in the current position value, from $555M to 592M.
Below you can find more details about Planning Center, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$592 Million
ETFs: $478 Million
Technology: $12.8 Million
Industrials: $7.71 Million
Financial Services: $5.16 Million
Consumer Cyclical: $3.5 Million
Healthcare: $3.05 Million
Consumer Defensive: $2.45 Million
Communication Services: $1.16 Million
Other: $479,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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