account_balance

Investment manager · 13F filer · SEC CIK 1910966

Planning Center, Inc.

Reported value$1.07Bas of Sep 30, 2026
Positions85 6 new, 5 sold out
Top 10 weight78.8%DUSB alone is 18%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes 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
DUSB Dimensional ETF Trust 17.8% Added +3%
DFSD Dimensional ETF Trust 13.1% Added +4%
DFAX Dimensional ETF Trust 8.4% Added +2%
DFGX Dimensional ETF Trust 7.9% Added +4%
DFAC Dimensional ETF Trust 7.7% Held
DUHP Dfa Invt Dimensions Group In 6.6% Held
DIHP Dimensional ETF Trust 6.0% Added +2%
DFIP Dimensional ETF Trust 4.2% Added +5%
DFIV Dimensional ETF Trust 3.5% Held
DFUV Dimensional ETF Trust 3.5% Held
DFAT Dimensional ETF Trust 2.9% Held
DISV Dimensional ETF Trust 2.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Jul 30, 2026 filing
add_circleNew
arrow_upwardAdded
  • DFIP +5%
  • MSFT +5%
  • DFSB +5%
  • DFSD +4%
arrow_downwardTrimmed
remove_circleSold out
  • HWM $232K
  • BA $218K
  • IJR $215K
  • VGSH $204K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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