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CIK: 0001910966
Total reported value
$1.1B
$1.1B
72 檔
43.2%
In Q1 2025, Planning Center, Inc.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 72 disclosed stock positions.
In Q1 2025, Planning Center, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 16.82% | -0.62% | +12.25% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 12.74% | -0.53% | +10.64% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 9.04% | -0.07% | +0.05% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.90% | +0.43% | -0.00% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 7.64% | -0.18% | +4.75% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.50% | +0.44% | +3.06% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 6.27% | +0.04% | +4.03% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.24% | -0.25% | +12.71% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 4.03% | -0.17% | -2.59% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.76% | +0.14% | -0.44% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 2.97% | -0.11% | +4.81% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.78% | +0.12% | +2.25% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.21% | +0.16% | +0.56% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.67% | +0.04% | +4.92% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.58% | +0.04% | +3.19% | |
| 16 | DFIS | Dimensional International Sm | ETF-Other | 1.46% | -0.03% | +4.52% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.03% | -0.60% | |
| 18 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.90% | -0.04% | — | |
| 19 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.86% | +0.01% | +5.62% | |
| 20 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.83% | +0.05% | +4.80% | |
| 21 | DE | Deere & Co | Stock-Industrials | 0.82% | +0.05% | -0.51% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | — | +0.62% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | — | +12.05% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | — | +0.25% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.01% | +6.16% | |
| 26 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.16% | +0.01% | -4.23% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | — | -2.35% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.01% | -0.24% | |
| 29 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.13% | -0.01% | — | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | -0.01% | +0.02% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | -10.39% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.10% | +0.01% | +0.03% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.10% | -0.01% | -0.03% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | +0.01% | +6.82% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.02% | +4.58% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.08% | +0.01% | -13.52% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | -14.50% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | +0.01% | — | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.07% | -0.01% | — | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.07% | +0.01% | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.06% | — | +107.05% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.06% | -0.01% | +1.83% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | — | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.06% | — | +2.81% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.06% | — | +0.41% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | +0.01% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.05% | +0.05% | -9.57% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | -0.01% | +11.86% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.05% | — | — | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.05% | — | +0.19% |
According to official SEC Form 13F filings, Planning Center, Inc. reported a total U.S. public equity portfolio value of $1.1B across 72 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DUSB, DFSD, DFAX) accounted for 43.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
DFSB
市值: $7.6M
Top Position Liquidated / Trimmed
MRK
前期市值: $215.1K
During Q1 2025, Planning Center, Inc.'s top holdings by market value included DUSB (16.8%)、DFSD (12.7%)、DFAX (9.0%). The largest single position, DUSB, represented 16.8% of total portfolio value.
In Q1 2025, Planning Center, Inc. made 58 total portfolio adjustments, initiating 6 new buys, adding to 35 positions, trimming 15 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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