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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $555 Million
  • Prior Value $431 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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