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CIK: 0001910966
Total reported value
$1.1B
$1.1B
74 檔
48.3%
At the close of Q3 2025, Planning Center, Inc. disclosed equity holdings valued at approximately $1.1B, spread across 74 reported holdings.
In Q3 2025, Planning Center, Inc. adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DUSB, DFSD, DFAX) accounted for 48.3% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 16.36% | -0.62% | +4.81% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 12.26% | -0.53% | +4.20% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 9.24% | -0.07% | -1.56% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 8.38% | +0.43% | -1.18% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 7.44% | -0.18% | +3.74% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.81% | +0.44% | +0.44% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 6.32% | +0.04% | +1.57% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.98% | -0.25% | +3.42% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.97% | -0.17% | -2.08% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.75% | +0.14% | +0.22% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 3.04% | -0.11% | -2.15% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 3.02% | +0.12% | -0.66% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.40% | +0.16% | -0.19% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.81% | +0.04% | -0.42% | |
| 15 | DFIS | Dimensional International Sm | ETF-Other | 1.54% | -0.03% | -0.93% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.54% | +0.04% | +2.98% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.91% | +0.03% | -1.12% | |
| 18 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.91% | +0.05% | -1.81% | |
| 19 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.89% | +0.01% | -0.68% | |
| 20 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.89% | -0.04% | +0.57% | |
| 21 | DE | Deere & Co | Stock-Industrials | 0.70% | +0.05% | -0.39% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | -0.15% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.01% | +0.05% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | — | +0.23% | |
| 25 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.18% | +0.01% | -2.25% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | — | — | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.02% | +0.97% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.01% | +0.11% | |
| 31 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.12% | -0.05% | +142.56% | |
| 32 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.11% | -0.01% | — | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.11% | +0.01% | -0.47% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.10% | -0.01% | -0.02% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | +0.01% | -1.95% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.08% | -0.01% | -56.79% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | — | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.07% | +0.05% | — | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | -0.01% | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.07% | +0.01% | -15.19% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.06% | +0.01% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.06% | — | -6.77% | |
| 43 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.06% | +0.22% | +4.04% | |
| 44 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.06% | -0.01% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | -0.01% | -0.16% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.05% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.05% | +0.02% | +0.05% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | — | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.04% | +0.01% | — | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 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 Q3 2025.
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Top New Position Initiated
VBIL
市值: $541.7K
Top Position Liquidated / Trimmed
IVE
前期市值: $240.3K
During Q3 2025, Planning Center, Inc.'s top holdings by market value included DUSB (16.4%)、DFSD (12.3%)、DFAX (9.2%). The largest single position, DUSB, represented 16.4% of total portfolio value.
In Q3 2025, Planning Center, Inc. made 62 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 37 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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