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CIK: 0001910966
Total reported value
$1.1B
$1.1B
76 檔
51.1%
In Q4 2025, Planning Center, Inc.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 76 disclosed stock positions.
In Q4 2025, Planning Center, Inc. adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DUSB, DFSD, DFAX) accounted for 51.1% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 17.67% | -0.62% | +11.30% | |
| 2 | DFSD | Dimensional Short Duration | ETF-Other | 13.19% | -0.53% | +11.16% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 8.72% | -0.07% | -7.03% | |
| 4 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 7.93% | -0.18% | +12.31% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.77% | +0.43% | -7.17% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 6.28% | +0.44% | -5.87% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 6.00% | +0.04% | -6.34% | |
| 8 | DFIP | Dimensional Inflation-protec | ETF-Other | 4.31% | -0.25% | +13.17% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 3.81% | -0.17% | -9.00% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.61% | +0.14% | -5.10% | |
| 11 | DISV | Dimensional International Sm | ETF-Other | 2.84% | -0.11% | -9.84% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.80% | +0.12% | -6.80% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.23% | +0.16% | -6.10% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.66% | +0.04% | -8.53% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.48% | +0.04% | +2.10% | |
| 16 | DFIS | Dimensional International Sm | ETF-Other | 1.45% | -0.03% | -6.93% | |
| 17 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.97% | -0.04% | +15.43% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.03% | -1.25% | |
| 19 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.83% | +0.01% | -8.42% | |
| 20 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.81% | +0.05% | -10.30% | |
| 21 | DE | Deere & Co | Stock-Industrials | 0.69% | +0.05% | -1.17% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | — | -1.50% | |
| 23 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.23% | -0.05% | +102.52% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | — | +2.28% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.01% | -0.21% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | — | +0.03% | |
| 27 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.16% | +0.01% | -8.63% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.02% | +22.29% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.13% | -0.01% | +142.16% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.01% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | +0.01% | +0.14% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | — | -0.16% | |
| 33 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.11% | -0.01% | — | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.11% | +0.01% | -0.85% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | +0.01% | +0.71% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | -0.01% | -4.70% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.08% | +0.05% | -3.22% | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.07% | -0.01% | — | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | -1.37% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | -0.01% | — | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.07% | — | +16.64% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.06% | +0.01% | — | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.06% | +0.01% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | +0.01% | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | +0.02% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | -0.01% | — | |
| 47 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.05% | +0.22% | -8.49% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.05% | — | — | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | — | — | |
| 50 | 1RG | Rev Group Inc | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DUSB | Dimension Ultrashort Fi ETF | +1.3% | +11.30% | Add |
| 2 | DFSD | Dimensional Short Duration | +0.9% | +11.16% | Add |
| 3 | DFGX | Dimsnl Intr Cf In Etf-usd In | +0.5% | +12.31% | Add |
| 4 | DFIP | Dimensional Inflation-protec | +0.3% | +13.17% | Add |
| 5 | VGUS | Vanguard Ultra Shrt Treasury | +0.1% | +102.52% | Add |
| 6 | DFSB | Dim Glb Sustain Fix Inc ETF | +0.1% | +15.43% | Add |
| 7 | ORCL | Oracle CORP | +0.1% | +142.16% | Add |
| 8 | AAPL | Apple Inc | 0% | -1.25% | Trim |
| 9 | NVDA | Nvidia CORP | 0% | +22.29% | Add |
| 10 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 11 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 12 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | +16.64% | Add |
| 14 | CAT | Caterpillar Inc | 0% | -3.22% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 16 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 17 | DHR | Danaher CORP | 0% | — | Unchanged |
| 18 | AMZN | Amazon.com Inc | — | +0.03% | Add |
| 19 | VIG | Vanguard Dividend Apprec ETF | — | +2.28% | Add |
| 20 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 21 | WMT | Walmart Inc | — | — | Unchanged |
| 22 | SBUX | Starbucks CORP | — | -10.40% | Trim |
| 23 | XEL | Xcel Energy Inc | — | -1.81% | Trim |
| 24 | RTX | Rtx CORP | — | — | Unchanged |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.71% | Add |
| 26 | 1RG | Rev Group Inc | — | — | Unchanged |
| 27 | UBFO | United Security Bancshare/ca | — | — | Unchanged |
| 28 | JPM | Jpmorgan Chase & Co | — | +0.14% | Add |
| 29 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 30 | WEC | Wec Energy Group Inc | — | — | Unchanged |
| 31 | UNH | Unitedhealth Group Inc | — | — | Unchanged |
| 32 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 33 | SCHG | Schwab US Large-cap Growth | — | -0.85% | Trim |
| 34 | KO | Coca-cola Co/the | — | -1.54% | Trim |
| 35 | AVGO | Broadcom Inc | — | — | Unchanged |
| 36 | IXUS | Ishares Core Intl Stock ETF | — | — | Unchanged |
| 37 | VOO | Vanguard S&p 500 ETF | — | +0.23% | Add |
| 38 | VTV | Vanguard Value ETF | — | -1.37% | Trim |
| 39 | SCHB | Schwab US Broad Market ETF | — | +0.04% | Add |
| 40 | DFUS | Dimensional US Eq Mkt ETF | — | +0.22% | Add |
| 41 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 42 | VYM | Vanguard High Dvd Yield ETF | — | — | Unchanged |
| 43 | UNP | Union Pacific CORP | — | +0.40% | Add |
| 44 | ABBV | Abbvie Inc | — | — | Unchanged |
| 45 | VTES | Vanguard Sh Term Tax-ex Bond | — | — | Unchanged |
| 46 | DFCF | Dimensional Core Fixed Inc | — | — | Unchanged |
| 47 | VGSH | Vanguard Short-term Treasury | — | — | Unchanged |
| 48 | PG | Procter & Gamble Co/the | 0% | -4.70% | Trim |
| 49 | TMUS | T-mobile US Inc | 0% | — | Unchanged |
| 50 | VBIL | Vanguard 0-3m T-bill ETF | 0% | -8.49% | Trim |
According to official SEC Form 13F filings, Planning Center, Inc. reported a total U.S. public equity portfolio value of $1.1B across 76 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
AMGN
市值: $225.5K
Top Position Liquidated / Trimmed
BA
前期市值: $215.4K
During Q4 2025, Planning Center, Inc.'s top holdings by market value included DUSB (17.7%)、DFSD (13.2%)、DFAX (8.7%). The largest single position, DUSB, represented 17.7% of total portfolio value.
In Q4 2025, Planning Center, Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 28 holdings, and fully liquidating 1 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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