The Analysis of Planning Center, Inc.'s Holdings


Currently, Planning Center, Inc. holds 74 types of securities in its portfolio with a total value $952.7M. In the most recent quarter, they have increased their positions in DUSB (+140.8K shares, valued at $7.1M), DFSD (+97.6K shares, valued at $4.7M), DFGX (+47.4K shares, valued at $2.6M); decreased their positions in DFAX (-44.5K shares, valued at $1.4M), ORCL (-3.5K shares, valued at $973.3K), DFAC (-24.6K shares, valued at $950.5K); initiated new positions in AVGO (+687 shares, valued at $226.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DUSB DIMENSIONAL ETF TRUST3.1M shares4.81%2025-09-302025-10-30history
DFSD DIMENSIONAL ETF TRUST2.4M shares4.20%2025-09-302025-10-30history
DFAX DIMENSIONAL ETF TRUST2.8M shares-1.56%2025-09-302025-10-30history
DFAC DIMENSIONAL ETF TRUST2.1M shares-1.18%2025-09-302025-10-30history
DFGX DIMENSIONAL ETF TRUST1.3M shares3.74%2025-09-302025-10-30history
DUHP DIMENSIONAL ETF TRUST1.7M shares0.44%2025-09-302025-10-30history
DIHP DIMENSIONAL ETF TRUST2.0M shares1.57%2025-09-302025-10-30history
DFIP DIMENSIONAL ETF TRUST898.3K shares3.42%2025-09-302025-10-30history
Sponsored
DFIV DIMENSIONAL ETF TRUST820.7K shares-2.08%2025-09-302025-10-30history
DFUV DIMENSIONAL ETF TRUST798.9K shares0.22%2025-09-302025-10-30history
DISV DIMENSIONAL ETF TRUST812.2K shares-2.15%2025-09-302025-10-30history
DFAT DIMENSIONAL ETF TRUST494.8K shares-0.66%2025-09-302025-10-30history
DFAS DIMENSIONAL ETF TRUST333.5K shares-0.19%2025-09-302025-10-30history
DFEM DIMENSIONAL ETF TRUST537.3K shares-0.42%2025-09-302025-10-30history
DFIS DIMENSIONAL ETF TRUST464.5K shares-0.93%2025-09-302025-10-30history
DFGR DIMENSIONAL ETF TRUST538.0K shares2.98%2025-09-302025-10-30history
Sponsored
AAPL APPLE INC34.2K shares-1.12%2025-09-302025-10-30history
DFSU DIMENSIONAL ETF TRUST203.6K shares-1.81%2025-09-302025-10-30history
DFSI DIMENSIONAL ETF TRUST207.9K shares-0.68%2025-09-302025-10-30history
DFSB DIMENSIONAL ETF TRUST159.6K shares0.57%2025-09-302025-10-30history
DE DEERE & CO14.7K shares-0.39%2025-09-302025-10-30history
BRK.B BERKSHIRE HATHAWAY INC DEL6.8K shares-0.15%2025-09-302025-10-30history
MSFT MICROSOFT CORP4.3K shares0.05%2025-09-302025-10-30history
VIG VANGUARD SPECIALIZED FUNDS9.6K shares0.23%2025-09-302025-10-30history
Sponsored
DFSE DIMENSIONAL ETF TRUST41.2K shares-2.25%2025-09-302025-10-30history
AMZN AMAZON COM INC7.7K shares0.00%2025-09-302025-10-30history
HD HOME DEPOT INC3.2K shares0.00%2025-09-302025-10-30history
IVV ISHARES TR1.8K shares0.00%2025-09-302025-10-30history
NVDA NVIDIA CORPORATION6.3K shares0.97%2025-09-302025-10-30history
JPM JPMORGAN CHASE & CO.3.7K shares0.11%2025-09-302025-10-30history
VGUS VANGUARD INSTL INDEX FD14.9K shares142.56%2025-09-302025-10-30history
VTES VANGUARD WELLINGTON FD10.7K shares0.00%2025-09-302025-10-30history
Sponsored
SCHG SCHWAB STRATEGIC TR32.4K shares-0.47%2025-09-302025-10-30history
PG PROCTER AND GAMBLE CO6.2K shares-0.02%2025-09-302025-10-30history
SPY SPDR S&P 500 ETF TR1.4K shares-1.95%2025-09-302025-10-30history
ORCL ORACLE CORP2.6K shares-56.79%2025-09-302025-10-30history
VTV VANGUARD INDEX FDS3.6K shares0.00%2025-09-302025-10-30history
CAT CATERPILLAR INC1.4K shares0.00%2025-09-302025-10-30history
WMT WALMART INC6.0K shares0.00%2025-09-302025-10-30history
IVW ISHARES TR5.1K shares-15.19%2025-09-302025-10-30history
Sponsored
V VISA INC1.8K shares0.00%2025-09-302025-10-30history
VTI VANGUARD INDEX FDS1.7K shares-6.77%2025-09-302025-10-30history
VBIL VANGUARD INSTL INDEX FD7.2K shares4.04%2025-09-302025-10-30history
ISRG INTUITIVE SURGICAL INC1.2K shares0.00%2025-09-302025-10-30history
JNJ JOHNSON & JOHNSON2.6K shares-0.16%2025-09-302025-10-30history
IWF ISHARES TR1.0K shares0.00%2025-09-302025-10-30history
GOOG ALPHABET INC1.9K shares0.05%2025-09-302025-10-30history
IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2025-09-302025-10-30history
Sponsored
LLY ELI LILLY & CO560 shares0.00%2025-09-302025-10-30history
IXUS ISHARES TR4.8K shares0.00%2025-09-302025-10-30history
REVG REV GROUP INC7.0K shares0.00%2025-09-302025-10-30history
UNH UNITEDHEALTH GROUP INC1.1K shares-0.36%2025-09-302025-10-30history
TMUS T-MOBILE US INC1.6K shares0.00%2025-09-302025-10-30history
KO COCA COLA CO5.4K shares0.15%2025-09-302025-10-30history
VUSB VANGUARD BD INDEX FDS6.8K shares-7.18%2025-09-302025-10-30history
UBFO UNITED SEC BANCSHARES CALIF36.0K shares0.00%2025-09-302025-10-30history
Sponsored
GLD SPDR GOLD TR903 shares3.44%2025-09-302025-10-30history
RTX RTX CORPORATION1.9K shares0.00%2025-09-302025-10-30history
XEL XCEL ENERGY INC3.8K shares0.00%2025-09-302025-10-30history
SCHB SCHWAB STRATEGIC TR11.9K shares-3.88%2025-09-302025-10-30history
ABBV ABBVIE INC1.3K shares-0.08%2025-09-302025-10-30history
GOOGL ALPHABET INC1.2K shares-1.57%2025-09-302025-10-30history
SBUX STARBUCKS CORP3.4K shares0.03%2025-09-302025-10-30history
WEC WEC ENERGY GROUP INC2.4K shares-0.04%2025-09-302025-10-30history
Sponsored
VOO VANGUARD INDEX FDS438 shares-1.13%2025-09-302025-10-30history
VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2025-09-302025-10-30history
META META PLATFORMS INC346 shares-19.72%2025-09-302025-10-30history
DFCF DIMENSIONAL ETF TRUST5.9K shares0.00%2025-09-302025-10-30history
UNP UNION PAC CORP996 shares0.40%2025-09-302025-10-30history
DFUS DIMENSIONAL ETF TRUST3.2K shares0.25%2025-09-302025-10-30history
AVGO BROADCOM INC687 sharesnew addition2025-09-302025-10-30history
VGSH VANGUARD SCOTTSDALE FDS3.8K shares-11.80%2025-09-302025-10-30history
Sponsored
DHR DANAHER CORPORATION1.1K shares-22.32%2025-09-302025-10-30history
BA BOEING CO998 shares0.00%2025-09-302025-10-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available