Center For Financial Planning, Inc. Top Holdings and 13F Report (2025) About Center For Financial Planning, Inc.Investment ActivityCenter For Financial Planning, Inc. has $782.59 million in total holdings as of March 31, 2025.Center For Financial Planning, Inc. owns shares of 700 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 6.92% of the portfolio was purchased this quarter.About 0.90% of the portfolio was sold this quarter.This quarter, Center For Financial Planning, Inc. has purchased 675 new stocks and bought additional shares in 116 stocks.Center For Financial Planning, Inc. sold shares of 74 stocks and completely divested from 54 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $272,735,607iShares Core U.S. Aggregate Bond ETF $94,377,473iShares Core MSCI EAFE ETF $82,594,345Vanguard Small-Cap Value ETF $45,518,732Vanguard Small-Cap ETF $34,408,197 Largest New Holdings this Quarter 33740F755 - FT Vest Laddered Buffer ETF $2,134,118 Holding46432F859 - iShares Core 1-5 Year USD Bond ETF $1,007,856 Holding464288414 - iShares National Muni Bond ETF $518,871 Holding33740F581 - FT Vest Nasdaq-100 Buffer ETF - March $491,143 Holding464287176 - iShares TIPS Bond ETF $286,613 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 347,668 shares (about $34.39M)Vanguard S&P 500 ETF 4,616 shares (about $2.37M)FT Vest Laddered Buffer ETF 71,880 shares (about $2.13M)iShares Core MSCI EAFE ETF 25,237 shares (about $1.91M)Vanguard Mid-Cap ETF 5,912 shares (about $1.53M) Largest Sales this Quarter Microsoft 6,193 shares (about $2.32M)Vanguard Small-Cap Value ETF 3,051 shares (about $568.37K)Intercontinental Exchange 2,447 shares (about $421.72K)Raymond James 2,575 shares (about $357.69K)Apple 1,350 shares (about $299.87K) 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$272,735,607$2,372,208 ▲0.9%530,70734.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$94,377,473$34,391,311 ▲57.3%954,07912.1%FinanceIEFAiShares Core MSCI EAFE ETF$82,594,345$1,909,179 ▲2.4%1,091,79610.6%ETFVBRVanguard Small-Cap Value ETF$45,518,732$568,372 ▼-1.2%244,3435.8%ETFVBVanguard Small-Cap ETF$34,408,197$717,359 ▲2.1%155,1674.4%ETFVWOVanguard FTSE Emerging Markets ETF$25,403,251$316,413 ▲1.3%561,2743.2%ETFQUALiShares MSCI USA Quality Factor ETF$16,360,895$207,290 ▼-1.3%95,7392.1%ETFBRK.ABerkshire Hathaway$15,170,3910.0%191.9%FinanceMSFTMicrosoft$8,908,535$2,324,831 ▼-20.7%23,7311.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$8,603,553$54,648 ▼-0.6%138,5441.1%ETFBRK.BBerkshire Hathaway$7,442,806$164,035 ▼-2.2%13,9751.0%FinanceAAPLApple$6,143,134$299,871 ▼-4.7%27,6560.8%Computer and TechnologyAMZNAmazon.com$4,611,142$114,156 ▲2.5%24,2360.6%Retail/WholesaleJPMJPMorgan Chase & Co.$4,232,516$92,971 ▲2.2%17,2540.5%FinanceLMBSFirst Trust Low Duration Opportunities ETF$4,196,228$398,981 ▲10.5%85,3590.5%ManufacturingVUGVanguard Growth ETF$3,281,757$190,231 ▲6.2%8,8500.4%ETFVBKVanguard Small-Cap Growth ETF$3,252,769$78,550 ▼-2.4%12,9200.4%ETFPGProcter & Gamble$3,200,2830.0%18,7790.4%Consumer StaplesABBVAbbVie$3,088,7440.0%14,7420.4%MedicalGOOGAlphabet$3,002,272$162,479 ▼-5.1%19,2170.4%Computer and TechnologyVOVanguard Mid-Cap ETF$2,899,648$1,528,962 ▲111.5%11,2120.4%ETFIJHiShares Core S&P Mid-Cap ETF$2,882,607$509,979 ▲21.5%49,4020.4%ETFSPYSPDR S&P 500 ETF Trust$2,767,098$58,732 ▼-2.1%4,9470.4%FinanceRJFRaymond James$2,713,040$357,692 ▼-11.6%19,5310.3%FinanceFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$2,557,4690.0%135,0300.3%ETFNEENextEra Energy$2,480,796$61,674 ▲2.5%34,9950.3%UtilitiesJNJJohnson & Johnson$2,439,552$17,745 ▲0.7%14,7100.3%MedicalMSIMotorola Solutions$2,257,349$44,219 ▲2.0%5,1560.3%Computer and TechnologyABTAbbott Laboratories$2,256,7750.0%17,0130.3%MedicalEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,211,537$102,083 ▲4.8%46,5780.3%ETFMCKMcKesson$2,185,8720.0%3,2480.3%MedicalCVXChevron$2,150,399$16,729 ▼-0.8%12,8540.3%EnergyBUFRFT Vest Laddered Buffer ETF$2,134,118$2,134,118 ▲New Holding71,8800.3%ETFVGTVanguard Information Technology ETF$2,120,164$30,373 ▼-1.4%3,9090.3%ETFVTIVanguard Total Stock Market ETF$2,094,006$56,617 ▲2.8%7,6190.3%ETFCLColgate-Palmolive$2,025,0450.0%21,6120.3%Consumer StaplesTMOThermo Fisher Scientific$1,980,946$174,160 ▲9.6%3,9810.3%MedicalCRMSalesforce$1,975,743$3,220 ▲0.2%7,3620.3%Computer and TechnologyVTVVanguard Value ETF$1,937,280$224,389 ▲13.1%11,2150.2%ETFSYKStryker$1,879,863$23,452 ▲1.3%5,0500.2%MedicalPEPPepsiCo$1,829,645$37,783 ▼-2.0%12,2030.2%Consumer StaplesAXPAmerican Express$1,792,950$25,829 ▼-1.4%6,6640.2%FinanceHDHome Depot$1,770,775$65,598 ▲3.8%4,8320.2%Retail/WholesaleXOMExxon Mobil$1,740,9230.0%14,6380.2%EnergyKOCoca-Cola$1,624,843$14,324 ▼-0.9%22,6870.2%Consumer StaplesMCDMcDonald's$1,590,659$22,492 ▼-1.4%5,0920.2%Retail/WholesaleAVGOBroadcom$1,521,102$84,050 ▲5.8%9,0850.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,489,077$261,530 ▲21.3%14,2400.2%ETFVVVanguard Large-Cap ETF$1,475,629$771 ▲0.1%5,7410.2%ETFMRKMerck & Co., Inc.$1,386,613$57,716 ▲4.3%15,4480.2%MedicalVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,262,522$102,310 ▲8.8%10,9210.2%ETFIVViShares Core S&P 500 ETF$1,240,114$756,880 ▲156.6%2,2070.2%ETFSPGIS&P Global$1,238,240$508 ▼0.0%2,4370.2%Business ServicesUNPUnion Pacific$1,155,015$48,667 ▲4.4%4,8890.1%TransportationETNEaton$1,091,516$83,733 ▼-7.1%4,0150.1%IndustrialsMMM3M$1,091,464$4,406 ▼-0.4%7,4320.1%Multi-Sector ConglomeratesITWIllinois Tool Works$1,077,8520.0%4,3460.1%IndustrialsVEAVanguard FTSE Developed Markets ETF$1,043,393$129,719 ▲14.2%20,5270.1%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,007,856$1,007,856 ▲New Holding20,8450.1%ManufacturingWMTWalmart$955,595$67,686 ▲7.6%10,8850.1%Retail/WholesaleAMTAmerican Tower$938,7270.0%4,3140.1%FinanceGOOGLAlphabet$923,282$298,586 ▼-24.4%5,9710.1%Computer and TechnologyPMPhilip Morris International$906,984$29,524 ▲3.4%5,7140.1%Consumer StaplesPGRProgressive$897,4250.0%3,1710.1%FinanceNVDANVIDIA$873,760$137,534 ▲18.7%8,0620.1%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$825,941$5,536 ▼-0.7%20,4390.1%ETFTSLATesla$796,658$11,921 ▲1.5%3,0740.1%Auto/Tires/TrucksADCAgree Realty$790,1950.0%10,2370.1%FinanceVIGVanguard Dividend Appreciation ETF$764,709$140,061 ▲22.4%3,9420.1%ETFOMCOmnicom Group$760,119$16,333 ▲2.2%9,1680.1%Business ServicesIWRiShares Russell Mid-Cap ETF$757,306$681 ▲0.1%8,9020.1%ETFEMREmerson Electric$741,4960.0%6,7630.1%IndustrialsDFUSDimensional U.S. Equity ETF$736,8280.0%12,1830.1%ETFTTTrane Technologies$735,337$21,221 ▲3.0%2,1830.1%ConstructionIBMInternational Business Machines$725,948$35,315 ▼-4.6%2,9190.1%Computer and TechnologyIWNiShares Russell 2000 Value ETF$720,326$1,661 ▲0.2%4,7710.1%ETFVVisa$719,606$7,010 ▲1.0%2,0530.1%Business ServicesVDEVanguard Energy ETF$712,6270.0%5,4940.1%ETFQQQInvesco QQQ$711,352$158,495 ▲28.7%1,5170.1%FinanceDHRDanaher$698,230$44,895 ▲6.9%3,4060.1%MedicalUNHUnitedHealth Group$672,117$79,627 ▲13.4%1,2830.1%MedicalDTEDTE Energy$668,436$11,201 ▼-1.6%4,8340.1%UtilitiesGISGeneral Mills$667,8550.0%11,1700.1%Consumer StaplesCSCOCisco Systems$660,729$35,175 ▼-5.1%10,7070.1%Computer and TechnologyIWMiShares Russell 2000 ETF$639,366$4,987 ▼-0.8%3,2050.1%FinanceMETAMeta Platforms$631,740$4,035 ▲0.6%1,0960.1%Computer and TechnologyLLYEli Lilly and Company$626,866$45,425 ▼-6.8%7590.1%MedicalIJSiShares S&P Small-Cap 600 Value ETF$608,4710.0%6,2420.1%ETFCBChubb$588,606$40,469 ▲7.4%1,9490.1%FinanceMPCMarathon Petroleum$579,769$12,968 ▼-2.2%3,9790.1%EnergyFFord Motor$567,070$156,309 ▼-21.6%56,5370.1%Auto/Tires/TrucksAPDAir Products and Chemicals$551,501$38,635 ▲7.5%1,8700.1%Basic MaterialsDFUVDimensional US Marketwide Value ETF$544,6320.0%13,2160.1%ETFDOVDover$540,0410.0%3,0740.1%IndustrialsCMECME Group$523,979$38,204 ▲7.9%1,9750.1%FinanceSCHVSchwab U.S. Large-Cap Value ETF$519,1880.0%19,5330.1%ETFMUBiShares National Muni Bond ETF$518,871$518,871 ▲New Holding4,9210.1%ETFFIFiserv$511,222$3,975 ▲0.8%2,3150.1%Business ServicesNFLXNetflix$506,364$90,455 ▼-15.2%5430.1%Consumer DiscretionaryQMARFT Vest Nasdaq-100 Buffer ETF - March$491,143$491,143 ▲New Holding17,3610.1%ETFShowing 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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