Center For Financial Planning, Inc. Top Holdings and 13F Report (2025) About Center For Financial Planning, Inc.Investment ActivityCenter For Financial Planning, Inc. has $749.28 million in total holdings as of December 31, 2024.Center For Financial Planning, Inc. owns shares of 675 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 3.26% of the portfolio was purchased this quarter.About 0.60% of the portfolio was sold this quarter.This quarter, Center For Financial Planning, Inc. has purchased 580 new stocks and bought additional shares in 99 stocks.Center For Financial Planning, Inc. sold shares of 70 stocks and completely divested from 28 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $283,463,115iShares Core MSCI EAFE ETF $74,957,746iShares Core U.S. Aggregate Bond ETF $58,761,199Vanguard Small-Cap Value ETF $49,028,456Vanguard Small-Cap ETF $36,506,171 Largest New Holdings this Quarter First Trust Low Duration Opportunities ETF $3,759,436 HoldingFirst Trust Limited Duration Investment Grade Corporate ETF $2,548,017 HoldingARISTA NETWORKS INC $353,696 HoldingSPDR Gold Shares $157,869 HoldingiShares Core S&P Total U.S. Stock Market ETF $149,200 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 72,055 shares (about $6.98M)First Trust Low Duration Opportunities ETF 77,243 shares (about $3.76M)First Trust Limited Duration Investment Grade Corporate ETF 135,030 shares (about $2.55M)iShares Core MSCI EAFE ETF 29,207 shares (about $2.05M)Vanguard Small-Cap ETF 3,442 shares (about $827.04K) Largest Sales this Quarter Roblox 13,495 shares (about $780.82K)iShares MSCI USA Quality Factor ETF 1,370 shares (about $243.97K)Devon Energy 6,730 shares (about $220.28K)Raymond James 1,240 shares (about $192.61K)Thermo Fisher Scientific 336 shares (about $174.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCenter For Financial Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$283,463,115$104,529 ▼0.0%526,09137.8%ETFIEFAiShares Core MSCI EAFE ETF$74,957,746$2,052,667 ▲2.8%1,066,55910.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$58,761,199$6,982,126 ▲13.5%606,4117.8%FinanceVBRVanguard Small-Cap Value ETF$49,028,456$114,350 ▼-0.2%247,3946.5%ETFVBVanguard Small-Cap ETF$36,506,171$827,043 ▲2.3%151,9324.9%ETFVWOVanguard FTSE Emerging Markets ETF$24,410,636$672,755 ▲2.8%554,2833.3%ETFQUALiShares MSCI USA Quality Factor ETF$17,265,136$243,969 ▼-1.4%96,9522.3%ETFBRK.ABerkshire Hathaway$12,937,4800.0%191.7%FinanceMSFTMicrosoft$12,612,977$95,681 ▲0.8%29,9241.7%Computer and TechnologyVXUSVanguard Total International Stock ETF$8,216,284$9,665 ▼-0.1%139,4241.1%ETFAAPLApple$7,263,573$16,778 ▼-0.2%29,0061.0%Computer and TechnologyBRK.BBerkshire Hathaway$6,474,199$478,210 ▲8.0%14,2830.9%FinanceAMZNAmazon.com$5,185,503$13,163 ▲0.3%23,6360.7%Retail/WholesaleJPMJPMorgan Chase & Co.$4,045,175$128,487 ▼-3.1%16,8750.5%FinanceGOOGAlphabet$3,857,744$30,280 ▼-0.8%20,2570.5%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$3,759,436$3,759,436 ▲New Holding77,2430.5%ManufacturingVBKVanguard Small-Cap Growth ETF$3,705,622$25,205 ▼-0.7%13,2320.5%ETFRJFRaymond James$3,433,713$192,609 ▼-5.3%22,1060.5%FinanceVUGVanguard Growth ETF$3,421,839$6,567 ▲0.2%8,3370.5%ETFPGProcter & Gamble$3,148,266$116,516 ▼-3.6%18,7790.4%Consumer StaplesSPYSPDR S&P 500 ETF Trust$2,960,615$586 ▼0.0%5,0520.4%FinanceABBVAbbVie$2,619,6540.0%14,7420.3%MedicalFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$2,548,017$2,548,017 ▲New Holding135,0300.3%ETFIJHiShares Core S&P Mid-Cap ETF$2,533,650$10,967 ▲0.4%40,6620.3%ETFVGTVanguard Information Technology ETF$2,465,437$7,462 ▼-0.3%3,9650.3%ETFCRMSalesforce$2,457,3890.0%7,3500.3%Computer and TechnologyNEENextEra Energy$2,446,422$6,380 ▼-0.3%34,1250.3%UtilitiesMSIMotorola Solutions$2,336,573$11,556 ▲0.5%5,0550.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,148,362$228,660 ▲11.9%7,4130.3%ETFJNJJohnson & Johnson$2,111,926$66,526 ▼-3.1%14,6030.3%MedicalEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,063,229$87,771 ▲4.4%44,4280.3%ETFAXPAmerican Express$2,006,3010.0%6,7600.3%FinanceAVGOBroadcom$1,989,883$19,475 ▲1.0%8,5830.3%Computer and TechnologyCLColgate-Palmolive$1,964,747$9,091 ▲0.5%21,6120.3%Consumer StaplesABTAbbott Laboratories$1,924,3410.0%17,0130.3%MedicalPEPPepsiCo$1,893,833$30,563 ▼-1.6%12,4550.3%Consumer StaplesTMOThermo Fisher Scientific$1,888,956$174,797 ▼-8.5%3,6310.3%MedicalCVXChevron$1,876,3040.0%12,9540.3%Oils/EnergyMCKMcKesson$1,851,0680.0%3,2480.2%MedicalHDHome Depot$1,809,823$9,335 ▲0.5%4,6530.2%Retail/WholesaleSYKStryker$1,795,570$21,963 ▼-1.2%4,9870.2%MedicalVTVVanguard Value ETF$1,678,7790.0%9,9160.2%ETFXOMExxon Mobil$1,574,633$26,463 ▼-1.7%14,6380.2%Oils/EnergyVVVanguard Large-Cap ETF$1,547,620$1,349 ▲0.1%5,7380.2%ETFMCDMcDonald's$1,497,057$16,524 ▼-1.1%5,1640.2%Retail/WholesaleGOOGLAlphabet$1,495,934$30,479 ▲2.1%7,9020.2%Computer and TechnologyMRKMerck & Co., Inc.$1,472,802$12,435 ▲0.9%14,8050.2%MedicalETNEaton$1,434,818$3,319 ▲0.2%4,3230.2%Industrial ProductsKOCoca-Cola$1,424,945$19,301 ▼-1.3%22,8870.2%Consumer StaplesVOVanguard Mid-Cap ETF$1,399,889$53,883 ▲4.0%5,3000.2%ETFIJRiShares Core S&P Small-Cap ETF$1,352,568$107,155 ▲8.6%11,7390.2%ETFTSLATesla$1,222,828$146,998 ▼-10.7%3,0280.2%Auto/Tires/TrucksSPGIS&P Global$1,214,198$164,350 ▲15.7%2,4380.2%Business ServicesVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,148,975$36,864 ▼-3.1%10,0360.2%ETFITWIllinois Tool Works$1,101,9720.0%4,3460.1%Industrial ProductsUNPUnion Pacific$1,067,948$7,754 ▼-0.7%4,6830.1%TransportationMMM3M$963,2700.0%7,4620.1%Multi-Sector ConglomeratesWMTWalmart$913,800$1,807 ▼-0.2%10,1140.1%Retail/WholesaleNVDANVIDIA$912,232$129,724 ▲16.6%6,7930.1%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$859,572$10,377 ▼-1.2%17,9750.1%ETFEMREmerson Electric$838,1390.0%6,7630.1%Industrial ProductsPRFInvesco FTSE RAFI US 1000 ETF$830,029$8,955 ▼-1.1%20,5760.1%ETFAMTAmerican Tower$791,2310.0%4,3140.1%FinanceIWRiShares Russell Mid-Cap ETF$786,266$57,463 ▲7.9%8,8940.1%ETFTTTrane Technologies$783,193$12,561 ▲1.6%2,1200.1%ConstructionIWNiShares Russell 2000 Value ETF$781,4500.0%4,7600.1%ETFDFUSDimensional U.S. Equity ETF$776,6670.0%12,1830.1%ETFOMCOmnicom Group$771,865$21,424 ▼-2.7%8,9710.1%Business ServicesPGRProgressive$759,8040.0%3,1710.1%FinanceDHRDanaher$731,576$97,329 ▲15.3%3,1870.1%Multi-Sector ConglomeratesADCAgree Realty$721,1970.0%10,2370.1%FinanceFFord Motor$714,003$16,028 ▼-2.2%72,1210.1%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$713,7010.0%3,2300.1%FinanceGISGeneral Mills$712,3110.0%11,1700.1%Consumer StaplesIJSiShares S&P Small-Cap 600 Value ETF$677,944$35,841 ▼-5.0%6,2420.1%ETFIBMInternational Business Machines$672,9960.0%3,0610.1%Computer and TechnologyCSCOCisco Systems$667,595$11,781 ▼-1.7%11,2770.1%Computer and TechnologyVDEVanguard Energy ETF$666,478$46,947 ▲7.6%5,4940.1%ETFPMPhilip Morris International$665,2950.0%5,5280.1%Consumer StaplesVVisa$642,600$164,680 ▲34.5%2,0330.1%Business ServicesMETAMeta Platforms$637,671$29,863 ▲4.9%1,0890.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$630,573$545,779 ▲643.6%3,2200.1%ETFLLYEli Lilly and Company$628,408$32,424 ▲5.4%8140.1%MedicalQQQInvesco QQQ$602,741$90,488 ▲17.7%1,1790.1%FinanceDTEDTE Energy$593,537$49,995 ▼-7.8%4,9150.1%UtilitiesDOVDover$576,6830.0%3,0740.1%Industrial ProductsUNHUnitedHealth Group$572,247$9,107 ▲1.6%1,1310.1%MedicalNFLXNetflix$570,445$213,917 ▲60.0%6400.1%Consumer DiscretionaryMPCMarathon Petroleum$567,5510.0%4,0680.1%Oils/EnergyDFUVDimensional US Marketwide Value ETF$540,7990.0%13,2160.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$509,226$339,484 ▲200.0%19,5330.1%ETFIVViShares Core S&P 500 ETF$506,265$3,532 ▼-0.7%8600.1%ETFAPDAir Products and Chemicals$504,380$870 ▲0.2%1,7390.1%Basic MaterialsVTEBVanguard Tax-Exempt Bond ETF$503,7070.0%10,0480.1%ETFCBChubb$501,509$21,276 ▲4.4%1,8150.1%FinanceFIFiserv$471,8500.0%2,2970.1%Business ServicesIWFiShares Russell 1000 Growth ETF$440,9350.0%1,0980.1%ETFUSBU.S. Bancorp$431,8710.0%9,0290.1%FinanceCMECME Group$425,241$29,031 ▼-6.4%1,8310.1%FinanceDALDelta Air Lines$424,529$416,240 ▲5,021.9%7,0170.1%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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