Planning Center, Inc. Top Holdings and 13F Report (2025) About Planning Center, Inc.Investment ActivityPlanning Center, Inc. has $844.89 million in total holdings as of March 31, 2025.Planning Center, Inc. owns shares of 72 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.98% of the portfolio was purchased this quarter.About 0.25% of the portfolio was sold this quarter.This quarter, Planning Center, Inc. has purchased 68 new stocks and bought additional shares in 35 stocks.Planning Center, Inc. sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings DIMENSIONAL ETF TRUST $142,117,000Dimensional Short-Duration Fixed Income ETF $107,644,823Dimensional World ex U.S. Core Equity 2 ETF $76,407,229Dimensional U.S. Core Equity 2 ETF $66,730,711DIMENSIONAL ETF TRUST $64,548,396 Largest New Holdings this Quarter 25434V674 - Dimensional Global Sustainability Fixed Income ETF $7,582,242 Holding922908769 - Vanguard Total Stock Market ETF $511,655 Holding46432F834 - iShares Core MSCI Total International Stock ETF $336,624 Holding75513E101 - RTX $245,978 Holding922040852 - VANGUARD INSTL INDEX FD $215,014 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 305,829 shares (about $15.51M)Dimensional Short-Duration Fixed Income ETF 217,856 shares (about $10.35M)Dimensional Global Sustainability Fixed Income ETF 147,228 shares (about $7.58M)Dimensional Inflation-Protected Securities ETF 95,866 shares (about $4.04M)DIMENSIONAL ETF TRUST 55,988 shares (about $2.93M) Largest Sales this Quarter Dimensional International Value ETF 22,993 shares (about $905.00K)Dimensional US Marketwide Value ETF 3,389 shares (about $139.66K)iShares Core S&P 500 ETF 216 shares (about $121.40K)Vanguard Value ETF 614 shares (about $106.05K)iShares S&P 500 Growth ETF 1,105 shares (about $102.58K) 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$142,117,000$15,514,705 ▲12.3%2,801,43916.8%ULTRASHORT FIXEDDFSDDimensional Short-Duration Fixed Income ETF$107,644,823$10,352,517 ▲10.6%2,265,25312.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$76,407,229$40,846 ▲0.1%2,916,3069.0%ETFDFACDimensional U.S. Core Equity 2 ETF$66,730,711$2,144 ▼0.0%2,022,7567.9%ETFDIMENSIONAL ETF TRUST$64,548,396$2,925,373 ▲4.7%1,235,3767.6%GLOBAL EX US CORDUHPDimensional US High Profitability ETF$54,952,516$1,631,051 ▲3.1%1,658,1936.5%ETFDIHPDimensional International High Profitability ETF$52,965,629$2,050,188 ▲4.0%1,966,0596.3%ETFDFIPDimensional Inflation-Protected Securities ETF$35,792,919$4,037,013 ▲12.7%849,9664.2%ETFDFIVDimensional International Value ETF$34,039,951$905,005 ▼-2.6%864,8364.0%ETFDFUVDimensional US Marketwide Value ETF$31,776,487$139,661 ▼-0.4%771,0873.8%ETFDISVDimensional International Small Cap Value ETF$25,124,299$1,153,618 ▲4.8%862,7853.0%ETFDFATDimensional U.S. Targeted Value ETF$23,499,925$518,092 ▲2.3%456,3982.8%ETFDFASDimensional U.S. Small Cap ETF$18,640,213$103,905 ▲0.6%311,9702.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$14,107,228$661,421 ▲4.9%533,1531.7%ETFDFGRDimensional Global Real Estate ETF$13,375,426$413,437 ▲3.2%509,3461.6%ETFDFISDimensional International Small Cap ETF$12,329,530$532,769 ▲4.5%477,1491.5%ETFAAPLApple$9,212,459$55,977 ▼-0.6%41,4731.1%Computer and TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$7,582,242$7,582,242 ▲New Holding147,2280.9%ETFDFSIDimensional International Sustainability Core 1 ETF$7,262,074$386,651 ▲5.6%208,1420.9%ETFDFSUDimensional US Sustainability Core 1 ETF$7,005,439$321,144 ▲4.8%195,6280.8%ETFDEDeere & Company$6,955,298$35,671 ▼-0.5%14,8190.8%IndustrialsBRK.BBerkshire Hathaway$3,636,989$22,368 ▲0.6%6,8290.4%FinanceAMZNAmazon.com$1,984,792$213,472 ▲12.1%10,4320.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$1,913,489$4,850 ▲0.3%9,8640.2%ETFMSFTMicrosoft$1,610,023$93,471 ▲6.2%4,2890.2%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,375,963$60,725 ▼-4.2%40,8540.2%ETFHDHome Depot$1,172,768$28,220 ▼-2.3%3,2000.1%Retail/WholesaleJPMJPMorgan Chase & Co.$1,133,242$2,698 ▼-0.2%4,6200.1%FinanceVTESVanguard Short-Term Tax-Exempt Bond ETF$1,087,4180.0%10,8190.1%ETFPGProcter & Gamble$1,063,859$170 ▲0.0%6,2430.1%Consumer StaplesIVViShares Core S&P 500 ETF$1,046,497$121,398 ▼-10.4%1,8620.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$881,377$250 ▲0.0%35,1990.1%ETFORCLOracle$849,926$280 ▼0.0%6,0790.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$788,742$50,345 ▲6.8%1,4100.1%FinanceNVDANVIDIA$730,180$31,973 ▲4.6%6,7370.1%Computer and TechnologyIVWiShares S&P 500 Growth ETF$655,961$102,581 ▼-13.5%7,0660.1%ETFVTVVanguard Value ETF$625,422$106,051 ▼-14.5%3,6210.1%ETFVVisa$610,5010.0%1,7420.1%Business ServicesISRGIntuitive Surgical$594,8190.0%1,2010.1%MedicalUNHUnitedHealth Group$592,4740.0%1,1310.1%MedicalIWFiShares Russell 1000 Growth ETF$540,668$279,544 ▲107.1%1,4970.1%ETFWMTWalmart$528,320$9,481 ▲1.8%6,0180.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$511,655$511,655 ▲New Holding1,8620.1%ETFKOCoca-Cola$469,688$12,820 ▲2.8%6,5580.1%Consumer StaplesUNPUnion Pacific$467,720$1,890 ▲0.4%1,9800.1%TransportationLLYEli Lilly and Company$462,5100.0%5600.1%MedicalCATCaterpillar$436,325$46,172 ▼-9.6%1,3230.1%IndustrialsJNJJohnson & Johnson$426,872$45,274 ▲11.9%2,5740.1%MedicalTMUST-Mobile US$422,2020.0%1,5830.0%Computer and TechnologySBUXStarbucks$417,097$785 ▲0.2%4,2520.0%Retail/WholesaleIBMInternational Business Machines$394,7130.0%1,5870.0%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$336,624$336,624 ▲New Holding4,8220.0%ManufacturingGOOGAlphabet$325,172$6,250 ▲2.0%2,0810.0%Computer and TechnologyUBFOUnited Security Bancshares$322,7840.0%36,0250.0%FinanceDHRDanaher$290,4850.0%1,4170.0%MedicalSCHBSchwab US Broad Market ETF$273,227$48,721 ▼-15.1%12,6910.0%ETFABBVAbbVie$270,9090.0%1,2930.0%MedicalXELXcel Energy$269,3560.0%3,8050.0%UtilitiesWECWEC Energy Group$259,5900.0%2,3820.0%UtilitiesVGSHVanguard Short-Term Treasury Index ETF$253,5990.0%4,3210.0%ETFMETAMeta Platforms$246,953$577 ▲0.2%4280.0%Computer and TechnologyGLDSPDR Gold Shares$246,9360.0%8570.0%FinanceDFCFDimensional Core Fixed Income ETF$246,219$1,346 ▼-0.5%5,8540.0%ETFRTXRTX$245,978$245,978 ▲New Holding1,8570.0%AerospaceVYMVanguard High Dividend Yield ETF$243,219$8,511 ▲3.6%1,8860.0%ETFIVEiShares S&P 500 Value ETF$240,321$8,576 ▲3.7%1,2610.0%ETFVOOVanguard S&P 500 ETF$233,361$3,084 ▲1.3%4540.0%ETFBABoeing$221,202$682 ▲0.3%1,2970.0%AerospaceREVGREV Group$221,2000.0%7,0000.0%TransportationVANGUARD INSTL INDEX FD$215,014$215,014 ▲New Holding2,8490.0%ULTRA-SHORT TREAGOOGLAlphabet$214,8420.0%1,3890.0%Computer and TechnologyAMGNAmgen$214,658$214,658 ▲New Holding6890.0%MedicalMRKMerck & Co., Inc.$0$215,143 ▼-100.0%00.0%MedicalDFUSDimensional U.S. Equity ETF$0$208,828 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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