Filed: 4/22/2025ACC: 0001803557-25-000002
📋 What this filing means
CENTER FOR FINANCIAL PLANNING, INC. filed this quarterly 13F‑HR report disclosing 700 equity positions with a total reported market value of $782.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
700
Positions
$782.59M
Total AUM (reported)
5.61M
Total Shares
Allocation by class
S&P 500 ETF SHS$272.74M34.9%
COM$106.56M13.6%
CORE US AGGBD ET$94.38M12.1%
CORE MSCI EAFE$82.59M10.6%
SM CP VAL ETF$45.52M5.8%
SMALL CP ETF$34.41M4.4%
FTSE EMR MKT ETF$25.40M3.2%
Portfolio Concentration
Top 3$449.71M57.5%
4–10$154.37M19.7%
11–25$56.27M7.2%
Rest$122.24M15.6%
Top 3 weight
57.5%
Top 10 weight
77.2%
Voting Authority Distribution
Total shares with voting rights: 5.61M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.61M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole700
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings700
Rows:
VANGUARD INDEX FDS
SOLEShares530.71K
TypeSH
Market value$272.74M
34.85%
Sole
0.00
Shared
0.00
None
530.71K
ISHARES TR
SOLEShares954.08K
TypeSH
Market value$94.38M
12.06%
Sole
0.00
Shared
0.00
None
954.08K
ISHARES TR
SOLEShares1.09M
TypeSH
Market value$82.59M
10.55%
Sole
0.00
Shared
0.00
None
1.09M
VANGUARD INDEX FDS
SOLEShares244.34K
TypeSH
Market value$45.52M
5.82%
Sole
0.00
Shared
0.00
None
244.34K
VANGUARD INDEX FDS
SOLEShares155.17K
TypeSH
Market value$34.41M
4.40%
Sole
0.00
Shared
0.00
None
155.17K
VANGUARD INTL EQUITY INDEX F
SOLEShares561.27K
TypeSH
Market value$25.40M
3.25%
Sole
0.00
Shared
0.00
None
561.27K
ISHARES TR
SOLEShares95.74K
TypeSH
Market value$16.36M
2.09%
Sole
0.00
Shared
0.00
None
95.74K
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.00
TypeSH
Market value$15.17M
1.94%
Sole
0.00
Shared
0.00
None
19.00
MICROSOFT CORP
SOLEShares23.73K
TypeSH
Market value$8.91M
1.14%
Sole
0.00
Shared
0.00
None
23.73K
VANGUARD STAR FDS
SOLEShares138.54K
TypeSH
Market value$8.60M
1.10%
Sole
0.00
Shared
0.00
None
138.54K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.97K
TypeSH
Market value$7.44M
0.95%
Sole
0.00
Shared
0.00
None
13.97K
APPLE INC
SOLEShares27.66K
TypeSH
Market value$6.14M
0.78%
Sole
0.00
Shared
0.00
None
27.66K
AMAZON COM INC
SOLEShares24.24K
TypeSH
Market value$4.61M
0.59%
Sole
0.00
Shared
0.00
None
24.24K
JPMORGAN CHASE & CO.
SOLEShares17.25K
TypeSH
Market value$4.23M
0.54%
Sole
0.00
Shared
0.00
None
17.25K
FIRST TR EXCHANGE-TRADED FD
SOLEShares85.36K
TypeSH
Market value$4.20M
0.54%
Sole
0.00
Shared
0.00
None
85.36K
VANGUARD INDEX FDS
SOLEShares8.85K
TypeSH
Market value$3.28M
0.42%
Sole
0.00
Shared
0.00
None
8.85K
VANGUARD INDEX FDS
SOLEShares12.92K
TypeSH
Market value$3.25M
0.42%
Sole
0.00
Shared
0.00
None
12.92K
PROCTER AND GAMBLE CO
SOLEShares18.78K
TypeSH
Market value$3.20M
0.41%
Sole
0.00
Shared
0.00
None
18.78K
ABBVIE INC
SOLEShares14.74K
TypeSH
Market value$3.09M
0.39%
Sole
0.00
Shared
0.00
None
14.74K
ALPHABET INC
SOLEShares19.22K
TypeSH
Market value$3.00M
0.38%
Sole
0.00
Shared
0.00
None
19.22K
VANGUARD INDEX FDS
SOLEShares11.21K
TypeSH
Market value$2.90M
0.37%
Sole
0.00
Shared
0.00
None
11.21K
ISHARES TR
SOLEShares49.40K
TypeSH
Market value$2.88M
0.37%
Sole
0.00
Shared
0.00
None
49.40K
SPDR S&P 500 ETF TR
SOLEShares4.95K
TypeSH
Market value$2.77M
0.35%
Sole
0.00
Shared
0.00
None
4.95K
RAYMOND JAMES FINL INC
SOLEShares19.53K
TypeSH
Market value$2.71M
0.35%
Sole
0.00
Shared
0.00
None
19.53K
FIRST TR EXCHANGE-TRADED FD
SOLEShares135.03K
TypeSH
Market value$2.56M
0.33%
Sole
0.00
Shared
0.00
None
135.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 530.71K | SH | $272.74M 34.85% | 0.00 | 0.00 | 530.71K |
ISHARES TRSOLE | CORE US AGGBD ET | 954.08K | SH | $94.38M 12.06% | 0.00 | 0.00 | 954.08K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.09M | SH | $82.59M 10.55% | 0.00 | 0.00 | 1.09M |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 244.34K | SH | $45.52M 5.82% | 0.00 | 0.00 | 244.34K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 155.17K | SH | $34.41M 4.40% | 0.00 | 0.00 | 155.17K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 561.27K | SH | $25.40M 3.25% | 0.00 | 0.00 | 561.27K |
ISHARES TRSOLE | MSCI USA QLT FCT | 95.74K | SH | $16.36M 2.09% | 0.00 | 0.00 | 95.74K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 19.00 | SH | $15.17M 1.94% | 0.00 | 0.00 | 19.00 |
MICROSOFT CORPSOLE | COM | 23.73K | SH | $8.91M 1.14% | 0.00 | 0.00 | 23.73K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 138.54K | SH | $8.60M 1.10% | 0.00 | 0.00 | 138.54K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.97K | SH | $7.44M 0.95% | 0.00 | 0.00 | 13.97K |
APPLE INCSOLE | COM | 27.66K | SH | $6.14M 0.78% | 0.00 | 0.00 | 27.66K |
AMAZON COM INCSOLE | COM | 24.24K | SH | $4.61M 0.59% | 0.00 | 0.00 | 24.24K |
JPMORGAN CHASE & CO.SOLE | COM | 17.25K | SH | $4.23M 0.54% | 0.00 | 0.00 | 17.25K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 85.36K | SH | $4.20M 0.54% | 0.00 | 0.00 | 85.36K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.85K | SH | $3.28M 0.42% | 0.00 | 0.00 | 8.85K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 12.92K | SH | $3.25M 0.42% | 0.00 | 0.00 | 12.92K |
PROCTER AND GAMBLE COSOLE | COM | 18.78K | SH | $3.20M 0.41% | 0.00 | 0.00 | 18.78K |
ABBVIE INCSOLE | COM | 14.74K | SH | $3.09M 0.39% | 0.00 | 0.00 | 14.74K |
ALPHABET INCSOLE | CAP STK CL C | 19.22K | SH | $3.00M 0.38% | 0.00 | 0.00 | 19.22K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 11.21K | SH | $2.90M 0.37% | 0.00 | 0.00 | 11.21K |
ISHARES TRSOLE | CORE S&P MCP ETF | 49.40K | SH | $2.88M 0.37% | 0.00 | 0.00 | 49.40K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.95K | SH | $2.77M 0.35% | 0.00 | 0.00 | 4.95K |
RAYMOND JAMES FINL INCSOLE | COM | 19.53K | SH | $2.71M 0.35% | 0.00 | 0.00 | 19.53K |
FIRST TR EXCHANGE-TRADED FDSOLE | LIMITED DURATION | 135.03K | SH | $2.56M 0.33% | 0.00 | 0.00 | 135.03K |
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