Sponsored

The Analysis of Planning Center, Inc.'s Holdings & P&L

Currently, Planning Center, Inc. holds 78 types of securities in its portfolio with a total value $987.1M. In the most recent quarter, they have increased their positions in DUSB (+135.8K shares, valued at $6.9M), DFSD (+114.3K shares, valued at $5.5M), DFGX (+76.8K shares, valued at $4.0M); decreased their positions in DFAX (-174.7K shares, valued at $5.9M), DFIV (-73.0K shares, valued at $3.9M), DFUV (-46.8K shares, valued at $2.3M); initiated new positions in TEX (+6.9K shares, valued at $406.0K), DFSV (+6.0K shares, valued at $212.0K), GILD (+1.4K shares, valued at $200.3K).

1M P&L

+13.6M+1.34%

3M P&L

+5.5M+0.54%

HY P&L

+67.4M+7.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A947.8M

96.5%

2Farm & Heavy Construction Machinery9.5M

1.0%

3Consumer Electronics8.1M

0.8%

Top Industries by Stock Count

1N/A40 stocks

56.3%

2Drug Manufacturers - General5 stocks

7.0%

3Farm & Heavy Construction Machinery3 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DUSB DIMENSIONAL ETF TRUST3.6M shares3.97%2026-03-312026-04-28

DFSD DIMENSIONAL ETF TRUST2.8M shares4.24%2026-03-312026-04-28

DFAX DIMENSIONAL ETF TRUST2.4M shares-6.70%2026-03-312026-04-28

DFGX DIMENSIONAL ETF TRUST1.6M shares5.20%2026-03-312026-04-28

DFAC DIMENSIONAL ETF TRUST1.9M shares-2.27%2026-03-312026-04-28

DUHP DIMENSIONAL ETF TRUST1.7M shares2.15%2026-03-312026-04-28

DIHP DIMENSIONAL ETF TRUST1.8M shares-1.55%2026-03-312026-04-28

DFIP DIMENSIONAL ETF TRUST1.1M shares4.15%2026-03-312026-04-28

Sponsored

DFIV DIMENSIONAL ETF TRUST673.9K shares-9.77%2026-03-312026-04-28

DFUV DIMENSIONAL ETF TRUST711.3K shares-6.17%2026-03-312026-04-28

DFAT DIMENSIONAL ETF TRUST467.6K shares1.40%2026-03-312026-04-28

DISV DIMENSIONAL ETF TRUST688.5K shares-5.98%2026-03-312026-04-28

DFAS DIMENSIONAL ETF TRUST300.5K shares-4.05%2026-03-312026-04-28

DFEM DIMENSIONAL ETF TRUST481.7K shares-1.98%2026-03-312026-04-28

DFGR DIMENSIONAL ETF TRUST547.1K shares-0.40%2026-03-312026-04-28

DFIS DIMENSIONAL ETF TRUST411.6K shares-4.79%2026-03-312026-04-28

Sponsored

DFSB DIMENSIONAL ETF TRUST189.0K shares2.58%2026-03-312026-04-28

AAPL APPLE INC31.9K shares-5.63%2026-03-312026-04-28

DE DEERE & CO14.1K shares-3.09%2026-03-312026-04-28

DFSI DIMENSIONAL ETF TRUST181.8K shares-4.53%2026-03-312026-04-28

DFSU DIMENSIONAL ETF TRUST184.7K shares1.14%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.6K shares-0.87%2026-03-312026-04-28

VGUS VANGUARD INSTL INDEX FD24.2K shares-19.90%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS8.4K shares-14.68%2026-03-312026-04-28

Sponsored

MSFT MICROSOFT CORP4.8K shares12.94%2026-03-312026-04-28

NVDA NVIDIA CORPORATION9.2K shares19.57%2026-03-312026-04-28

DFSE DIMENSIONAL ETF TRUST36.4K shares-3.33%2026-03-312026-04-28

AMZN AMAZON COM INC6.9K shares-10.61%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO4.1K shares11.08%2026-03-312026-04-28

CAT CATERPILLAR INC1.6K shares22.30%2026-03-312026-04-28

VTES VANGUARD WELLINGTON FD10.7K shares0.00%2026-03-312026-04-28

HD HOME DEPOT INC3.2K shares1.66%2026-03-312026-04-28

Sponsored

IVV ISHARES TR1.5K shares-16.00%2026-03-312026-04-28

ORCL ORACLE CORP6.4K shares0.00%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T1.4K shares0.00%2026-03-312026-04-28

SCHG SCHWAB STRATEGIC TR31.3K shares-2.54%2026-03-312026-04-28

PG PROCTER & GAMBLE CO6.1K shares1.97%2026-03-312026-04-28

WMT WALMART INC6.2K shares2.21%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON3.1K shares19.81%2026-03-312026-04-28

VTV VANGUARD INDEX FDS3.5K shares-0.37%2026-03-312026-04-28

Sponsored

VTI VANGUARD INDEX FDS2.0K shares3.24%2026-03-312026-04-28

IVW ISHARES TR5.1K shares0.00%2026-03-312026-04-28

ISRG INTUITIVE SURGICAL INC1.2K shares0.00%2026-03-312026-04-28

V VISA INC1.8K shares0.00%2026-03-312026-04-28

ALPHABET INC ALPHABET INC1.9K shares-0.43%2026-03-312026-04-28

LLY ELI LILLY & CO560 shares0.00%2026-03-312026-04-28

VBIL VANGUARD INSTL INDEX FD6.4K shares-2.62%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS2.0K shares24.20%2026-03-312026-04-28

Sponsored

ALPHABET INC ALPHABET INC1.6K shares33.47%2026-03-312026-04-28

RTX RTX CORPORATION2.3K shares25.26%2026-03-312026-04-28

IXUS ISHARES TR4.8K shares0.00%2026-03-312026-04-28

TEX TEREX CORP NEW6.9K sharesnew addition2026-03-312026-04-28

KO COCA COLA CO5.3K shares0.04%2026-03-312026-04-28

IWF ISHARES TR927 shares-8.49%2026-03-312026-04-28

GLD SPDR GOLD TR903 shares0.00%2026-03-312026-04-28

UBFO UNITED SEC BANCSHARES CALIF36.0K shares0.00%2026-03-312026-04-28

Sponsored

TMUS T-MOBILE US INC1.6K shares3.22%2026-03-312026-04-28

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.6K shares9.61%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC1.1K shares0.72%2026-03-312026-04-28

XEL XCEL ENERGY INC3.7K shares0.11%2026-03-312026-04-28

ABBV ABBVIE INC1.3K shares3.95%2026-03-312026-04-28

SBUX STARBUCKS CORP3.1K shares2.51%2026-03-312026-04-28

VUSB VANGUARD BD INDEX FDS5.5K shares-8.50%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2026-03-312026-04-28

Sponsored

MERCK & CO INC MERCK & CO INC2.2K shares3.24%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS439 shares0.00%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR10.4K shares-12.23%2026-03-312026-04-28

DFCF DIMENSIONAL ETF TRUST5.9K shares0.00%2026-03-312026-04-28

AMGN AMGEN INC689 shares0.00%2026-03-312026-04-28

DFUS DIMENSIONAL ETF TRUST3.2K shares0.25%2026-03-312026-04-28

UNP UNION PAC CORP928 shares-7.20%2026-03-312026-04-28

BROADCOM INC BROADCOM INC690 shares0.44%2026-03-312026-04-28

Sponsored

DFSV DIMENSIONAL ETF TRUST6.0K sharesnew addition2026-03-312026-04-28

DHR DANAHER CORP DEL1.1K shares0.45%2026-03-312026-04-28

VGSH VANGUARD SCOTTSDALE FDS3.5K shares-8.06%2026-03-312026-04-28

META META PLATFORMS INC351 shares1.45%2026-03-312026-04-28

GILD GILEAD SCIENCES INC1.4K sharesnew addition2026-03-312026-04-28

BA BOEING CO1.0K sharesnew addition2026-03-312026-04-28

DUSB

DIMENSIONAL ETF TRUST

3.97%

Shares3.6M

Event2026-03-31

Filed2026-04-28

DFSD

DIMENSIONAL ETF TRUST

4.24%

Shares2.8M

Event2026-03-31

Filed2026-04-28

DFAX

DIMENSIONAL ETF TRUST

-6.70%

Shares2.4M

Event2026-03-31

Filed2026-04-28

DFGX

DIMENSIONAL ETF TRUST

5.20%

Shares1.6M

Event2026-03-31

Filed2026-04-28

DFAC

DIMENSIONAL ETF TRUST

-2.27%

Shares1.9M

Event2026-03-31

Filed2026-04-28

DUHP

DIMENSIONAL ETF TRUST

2.15%

Shares1.7M

Event2026-03-31

Filed2026-04-28

DIHP

DIMENSIONAL ETF TRUST

-1.55%

Shares1.8M

Event2026-03-31

Filed2026-04-28

DFIP

DIMENSIONAL ETF TRUST

4.15%

Shares1.1M

Event2026-03-31

Filed2026-04-28

DFIV

DIMENSIONAL ETF TRUST

-9.77%

Shares673.9K

Event2026-03-31

Filed2026-04-28

DFUV

DIMENSIONAL ETF TRUST

-6.17%

Shares711.3K

Event2026-03-31

Filed2026-04-28

DFAT

DIMENSIONAL ETF TRUST

1.40%

Shares467.6K

Event2026-03-31

Filed2026-04-28

DISV

DIMENSIONAL ETF TRUST

-5.98%

Shares688.5K

Event2026-03-31

Filed2026-04-28

DFAS

DIMENSIONAL ETF TRUST

-4.05%

Shares300.5K

Event2026-03-31

Filed2026-04-28

DFEM

DIMENSIONAL ETF TRUST

-1.98%

Shares481.7K

Event2026-03-31

Filed2026-04-28

DFGR

DIMENSIONAL ETF TRUST

-0.40%

Shares547.1K

Event2026-03-31

Filed2026-04-28

DFIS

DIMENSIONAL ETF TRUST

-4.79%

Shares411.6K

Event2026-03-31

Filed2026-04-28

DFSB

DIMENSIONAL ETF TRUST

2.58%

Shares189.0K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-5.63%

Shares31.9K

Event2026-03-31

Filed2026-04-28

DEERE & CO

-3.09%

Shares14.1K

Event2026-03-31

Filed2026-04-28

DFSI

DIMENSIONAL ETF TRUST

-4.53%

Shares181.8K

Event2026-03-31

Filed2026-04-28

DFSU

DIMENSIONAL ETF TRUST

1.14%

Shares184.7K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-0.87%

Shares6.6K

Event2026-03-31

Filed2026-04-28

VGUS

VANGUARD INSTL INDEX FD

-19.90%

Shares24.2K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

-14.68%

Shares8.4K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

12.94%

Shares4.8K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

19.57%

Shares9.2K

Event2026-03-31

Filed2026-04-28

DFSE

DIMENSIONAL ETF TRUST

-3.33%

Shares36.4K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

-10.61%

Shares6.9K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

11.08%

Shares4.1K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

22.30%

Shares1.6K

Event2026-03-31

Filed2026-04-28

VTES

VANGUARD WELLINGTON FD

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

1.66%

Shares3.2K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-16.00%

Shares1.5K

Event2026-03-31

Filed2026-04-28

ORCL

ORACLE CORP

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-28

SCHG

SCHWAB STRATEGIC TR

-2.54%

Shares31.3K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

1.97%

Shares6.1K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

2.21%

Shares6.2K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

19.81%

Shares3.1K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

-0.37%

Shares3.5K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

3.24%

Shares2.0K

Event2026-03-31

Filed2026-04-28

IVW

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-28

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-28

VISA INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-0.43%

Shares1.9K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

0.00%

Shares560

Event2026-03-31

Filed2026-04-28

VBIL

VANGUARD INSTL INDEX FD

-2.62%

Shares6.4K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

24.20%

Shares2.0K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

33.47%

Shares1.6K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

25.26%

Shares2.3K

Event2026-03-31

Filed2026-04-28

IXUS

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-28

TEX

TEREX CORP NEW

New

Shares6.9K

Event2026-03-31

Filed2026-04-28

COCA COLA CO

0.04%

Shares5.3K

Event2026-03-31

Filed2026-04-28

IWF

ISHARES TR

-8.49%

Shares927

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

0.00%

Shares903

Event2026-03-31

Filed2026-04-28

UBFO

UNITED SEC BANCSHARES CALIF

0.00%

Shares36.0K

Event2026-03-31

Filed2026-04-28

TMUS

T-MOBILE US INC

3.22%

Shares1.6K

Event2026-03-31

Filed2026-04-28

WEC ENERGY GROUP INC

9.61%

Shares2.6K

Event2026-03-31

Filed2026-04-28

UNH

UNITEDHEALTH GROUP INC

0.72%

Shares1.1K

Event2026-03-31

Filed2026-04-28

XEL

XCEL ENERGY INC

0.11%

Shares3.7K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

3.95%

Shares1.3K

Event2026-03-31

Filed2026-04-28

SBUX

STARBUCKS CORP

2.51%

Shares3.1K

Event2026-03-31

Filed2026-04-28

VUSB

VANGUARD BD INDEX FDS

-8.50%

Shares5.5K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

3.24%

Shares2.2K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.00%

Shares439

Event2026-03-31

Filed2026-04-28

SCHB

SCHWAB STRATEGIC TR

-12.23%

Shares10.4K

Event2026-03-31

Filed2026-04-28

DFCF

DIMENSIONAL ETF TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC

0.00%

Shares689

Event2026-03-31

Filed2026-04-28

DFUS

DIMENSIONAL ETF TRUST

0.25%

Shares3.2K

Event2026-03-31

Filed2026-04-28

UNP

UNION PAC CORP

-7.20%

Shares928

Event2026-03-31

Filed2026-04-28

BROADCOM INC

0.44%

Shares690

Event2026-03-31

Filed2026-04-28

DFSV

DIMENSIONAL ETF TRUST

New

Shares6.0K

Event2026-03-31

Filed2026-04-28

DHR

DANAHER CORP DEL

0.45%

Shares1.1K

Event2026-03-31

Filed2026-04-28

VGSH

VANGUARD SCOTTSDALE FDS

-8.06%

Shares3.5K

Event2026-03-31

Filed2026-04-28