account_balance
Investment manager · 13F filer · SEC CIK 1803557
Center for Financial Planning, Inc.
Reported value$1.08Bas of Sep 30, 2026
Positions835 207 new, 38 sold out
Top 10 weight77.3%VOO alone is 36%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
35.9%
AGGiShares Tr
9.9%Added +4%
SPDWSPDR Index SHS FDS
8.1%Added +4%
VBVanguard Index FDS
6.8%
VOVanguard Index FDS
5.1%Added +2%
IEFAiShares Tr
3.9%
VWOVanguard Intl Equity Index F
3.3%+2%
QUAL1.8%
MSFT1.3%VBR1.2%
VXUS1.0%
AAPL1.0%VOOVanguard Index FDS
35.9%
AGGiShares Tr
9.9%Added +4%
SPDWSPDR Index SHS FDS
8.1%Added +4%
VBVanguard Index FDS
6.8%
VOVanguard Index FDS
5.1%
IEFA3.9%
VWO3.3%
QUAL
VXUS
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 35.9% Held
AGG iShares Tr 9.9% Added +4%
SPDW SPDR Index SHS FDS 8.1% Added +4%
VB Vanguard Index FDS 6.8% Held
VO Vanguard Index FDS 5.1% Added +2%
IEFA iShares Tr 3.9% Held
VWO Vanguard Intl Equity Index F 3.3% Added +2%
QUAL iShares Tr 1.8% Held
MSFT Microsoft Corp 1.3% Added +2%VBR Vanguard Index FDS 1.2% Held
VXUS Vanguard Star FDS 1.0% Held
AAPL Apple Inc. 1.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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