Planning Center, Inc. Top Holdings and 13F Report (2025) About Planning Center, Inc.Investment ActivityPlanning Center, Inc. has $788.29 million in total holdings as of December 31, 2024.Planning Center, Inc. owns shares of 68 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.27% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Planning Center, Inc. has purchased 73 new stocks and bought additional shares in 17 stocks.Planning Center, Inc. sold shares of 33 stocks and completely divested from 7 stocks this quarter.Largest Holdings DIMENSIONAL ETF TRUST $126,252,910Dimensional Short-Duration Fixed Income ETF $95,981,971Dimensional World ex U.S. Core Equity 2 ETF $72,460,614Dimensional U.S. Core Equity 2 ETF $69,969,392DIMENSIONAL ETF TRUST $61,705,580 Largest New Holdings this Quarter Boeing $228,860 HoldingREV Group $223,090 Holding Largest Purchases this Quarter Dimensional Short-Duration Fixed Income ETF 35,053 shares (about $1.64M)Apple 5,916 shares (about $1.48M)DIMENSIONAL ETF TRUST 24,926 shares (about $1.26M)DIMENSIONAL ETF TRUST 23,327 shares (about $1.22M)Dimensional International High Profitability ETF 43,290 shares (about $1.09M) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 47,113 shares (about $1.63M)Dimensional US High Profitability ETF 30,157 shares (about $1.02M)Dimensional US Sustainability Core 1 ETF 15,706 shares (about $595.26K)Dimensional U.S. Small Cap ETF 8,539 shares (about $555.72K)Dimensional U.S. Targeted Value ETF 7,210 shares (about $401.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPlanning Center, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDIMENSIONAL ETF TRUST$126,252,910$1,261,006 ▲1.0%2,495,61016.0%ULTRASHORT FIXEDDFSDDimensional Short-Duration Fixed Income ETF$95,981,971$1,643,285 ▲1.7%2,047,39712.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$72,460,614$926,085 ▲1.3%2,914,7479.2%ETFDFACDimensional U.S. Core Equity 2 ETF$69,969,392$1,629,639 ▼-2.3%2,022,8218.9%ETFDIMENSIONAL ETF TRUST$61,705,580$1,220,469 ▲2.0%1,179,3887.8%GLOBAL EX US CORDUHPDimensional US High Profitability ETF$54,367,299$1,019,005 ▼-1.8%1,608,9766.9%ETFDIHPDimensional International High Profitability ETF$47,683,615$1,092,207 ▲2.3%1,889,9576.0%ETFDFUVDimensional US Marketwide Value ETF$31,691,556$397,251 ▼-1.2%774,4764.0%ETFDFIVDimensional International Value ETF$31,500,175$234,274 ▲0.7%887,8294.0%ETFDFIPDimensional Inflation-Protected Securities ETF$30,534,112$394,218 ▲1.3%754,1003.9%ETFDFATDimensional U.S. Targeted Value ETF$24,843,039$401,308 ▼-1.6%446,3363.2%ETFDISVDimensional International Small Cap Value ETF$21,871,600$147,676 ▲0.7%823,1692.8%ETFDFASDimensional U.S. Small Cap ETF$20,189,809$555,717 ▼-2.7%310,2312.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$13,308,606$65,292 ▲0.5%508,1561.7%ETFDFGRDimensional Global Real Estate ETF$12,606,595$104,203 ▲0.8%493,6021.6%ETFDFISDimensional International Small Cap ETF$11,210,125$50,829 ▲0.5%456,5311.4%ETFAAPLApple$10,448,786$1,481,486 ▲16.5%41,7251.3%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$7,074,414$595,257 ▼-7.8%186,6600.9%ETFDFSIDimensional International Sustainability Core 1 ETF$6,473,421$173,612 ▼-2.6%197,0600.8%ETFDEDeere & Company$6,311,012$21,185 ▼-0.3%14,8950.8%Industrial ProductsBRK.BBerkshire Hathaway$3,076,411$213,948 ▼-6.5%6,7870.4%FinanceAMZNAmazon.com$2,042,5210.0%9,3100.3%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$1,926,716$146,868 ▼-7.1%9,8390.2%ETFMSFTMicrosoft$1,702,741$153,415 ▼-8.3%4,0400.2%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,413,282$47,543 ▼-3.3%42,6570.2%ETFHDHome Depot$1,274,7200.0%3,2770.2%Retail/WholesaleIVViShares Core S&P 500 ETF$1,223,5160.0%2,0780.2%ETFJPMJPMorgan Chase & Co.$1,110,093$55,613 ▼-4.8%4,6310.1%FinanceVTESVanguard Short-Term Tax-Exempt Bond ETF$1,084,605$30,877 ▼-2.8%10,8190.1%ETFPGProcter & Gamble$1,046,544$21,796 ▼-2.0%6,2420.1%Consumer StaplesORCLOracle$1,013,299$380,091 ▼-27.3%6,0810.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$980,723$736,720 ▲301.9%35,1890.1%ETFNVDANVIDIA$865,125$26,859 ▼-3.0%6,4420.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$829,628$189,461 ▼-18.6%8,1710.1%ETFSPYSPDR S&P 500 ETF Trust$773,628$117,802 ▼-13.2%1,3200.1%FinanceVTVVanguard Value ETF$716,9180.0%4,2350.1%ETFISRGIntuitive Surgical$626,874$8,351 ▼-1.3%1,2010.1%MedicalUNHUnitedHealth Group$572,213$6,577 ▼-1.1%1,1310.1%MedicalVVisa$550,542$4,109 ▼-0.7%1,7420.1%Business ServicesWMTWalmart$533,969$7,047 ▼-1.3%5,9100.1%Retail/WholesaleCATCaterpillar$530,718$18,138 ▼-3.3%1,4630.1%Industrial ProductsUNPUnion Pacific$449,692$1,824 ▲0.4%1,9720.1%TransportationLLYEli Lilly and Company$432,3200.0%5600.1%MedicalKOCoca-Cola$397,160$2,055 ▲0.5%6,3790.1%Consumer StaplesGOOGAlphabet$388,740$18,856 ▼-4.6%2,0410.0%Computer and TechnologySBUXStarbucks$387,287$22,723 ▼-5.5%4,2440.0%Retail/WholesaleUBFOUnited Security Bancshares$363,8530.0%36,0250.0%FinanceTMUST-Mobile US$349,4160.0%1,5830.0%Computer and TechnologyIBMInternational Business Machines$348,939$8,355 ▼-2.3%1,5870.0%Computer and TechnologySCHBSchwab US Broad Market ETF$339,454$172,383 ▲103.2%14,9540.0%ETFJNJJohnson & Johnson$332,771$17,210 ▼-4.9%2,3010.0%MedicalDHRDanaher$325,2720.0%1,4170.0%Multi-Sector ConglomeratesIWFiShares Russell 1000 Growth ETF$290,342$40,158 ▼-12.2%7230.0%ETFGOOGLAlphabet$262,9310.0%1,3890.0%Computer and TechnologyXELXcel Energy$256,9140.0%3,8050.0%UtilitiesVGSHVanguard Short-Term Treasury Index ETF$251,3960.0%4,3210.0%ETFMETAMeta Platforms$250,1250.0%4270.0%Computer and TechnologyDFCFDimensional Core Fixed Income ETF$242,915$12,752 ▼-5.0%5,8860.0%ETFVOOVanguard S&P 500 ETF$241,281$7,001 ▼-2.8%4480.0%ETFVYMVanguard High Dividend Yield ETF$232,2140.0%1,8200.0%ETFIVEiShares S&P 500 Value ETF$232,110$196,606 ▼-45.9%1,2160.0%ETFABBVAbbVie$229,7660.0%1,2930.0%MedicalBABoeing$228,860$228,860 ▲New Holding1,2930.0%AerospaceWECWEC Energy Group$224,003$2,727 ▼-1.2%2,3820.0%UtilitiesREVGREV Group$223,090$223,090 ▲New Holding7,0000.0%TransportationMRKMerck & Co., Inc.$215,1430.0%2,1630.0%MedicalDFUSDimensional U.S. Equity ETF$208,828$765 ▲0.4%3,2760.0%ETFGLDSPDR Gold Shares$207,5050.0%8570.0%FinanceSCHXSchwab US Large-Cap ETF$0$349,555 ▼-100.0%00.0%ETFSCHFSchwab International Equity ETF$0$214,600 ▼-100.0%00.0%ETFIXUSiShares Core MSCI Total International Stock ETF$0$205,325 ▼-100.0%00.0%ManufacturingCOSTCostco Wholesale$0$204,786 ▼-100.0%00.0%Retail/WholesalePEPPepsiCo$0$204,292 ▼-100.0%00.0%Consumer StaplesMMM3M$0$203,683 ▼-100.0%00.0%Multi-Sector ConglomeratesRTXRTX$0$201,368 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. 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