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CIK: 0001910966
Total reported value
$1.1B
$1.1B
74 檔
45.9%
During the Q2 2025 filing period, Planning Center, Inc. (CIK: 0001910966) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 74 reported positions.
Planning Center, Inc. executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 2 holdings and trimming 32 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 16.44% | -0.62% | +4.56% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 12.35% | -0.53% | +2.68% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 9.26% | -0.07% | -2.25% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.30% | +0.43% | +3.56% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 7.47% | -0.18% | +2.54% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.73% | +0.44% | +3.17% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 6.36% | +0.04% | -0.76% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.02% | -0.25% | +2.19% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.97% | -0.17% | -3.08% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.73% | +0.14% | +3.37% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 3.02% | -0.11% | -3.80% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.97% | +0.12% | +9.13% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.35% | +0.16% | +7.11% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.77% | +0.04% | +1.21% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.55% | +0.04% | +2.56% | |
| 16 | DFIS | Dimensional International Sm | ETF-Other | 1.55% | -0.03% | -1.73% | |
| 17 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.92% | -0.04% | +7.78% | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.91% | +0.01% | +0.58% | |
| 19 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.90% | +0.05% | +6.01% | |
| 20 | DE | Deere & Co | Stock-Industrials | 0.83% | +0.05% | -0.53% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.79% | +0.03% | -16.53% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | -0.50% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.01% | -0.56% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | — | -2.54% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | — | -26.27% | |
| 26 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.18% | +0.01% | +3.12% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.15% | -0.01% | +0.25% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | — | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | +0.01% | -4.03% | |
| 30 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.12% | -0.01% | -1.43% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.01% | -20.48% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | -0.01% | -0.05% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | +0.02% | -7.73% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.11% | +0.01% | -7.55% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | +0.01% | +1.99% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.07% | +0.01% | -14.29% | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.07% | -0.01% | — | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | -0.99% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | +0.01% | +2.41% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | -0.01% | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | — | -2.36% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.06% | +0.05% | +3.33% | |
| 43 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.06% | +0.22% | — | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | — | — | |
| 45 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.05% | -0.05% | +116.08% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | +0.01% | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.05% | — | -32.33% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.04% | -0.01% | — | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.04% | — | -17.80% | |
| 50 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.04% | — | — |
According to official SEC Form 13F filings, Planning Center, Inc. reported a total U.S. public equity portfolio value of $1.1B across 74 disclosed positions in Q2 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 45.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
VBIL
市值: $520.2K
Top Position Liquidated / Trimmed
IVE
前期市值: $240.3K
During Q2 2025, Planning Center, Inc.'s top holdings by market value included DUSB (16.4%)、DFSD (12.3%)、DFAX (9.3%). The largest single position, DUSB, represented 16.4% of total portfolio value.
In Q2 2025, Planning Center, Inc. made 61 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 32 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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