Filed: 8/4/2025ACC: 0001803557-25-000003
📋 What this filing means
CENTER FOR FINANCIAL PLANNING, INC. filed this quarterly 13F‑HR report disclosing 647 equity positions with a total reported market value of $871.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
647
Positions
$871.89M
Total AUM (reported)
5.73M
Total Shares
Allocation by class
S&P 500 ETF SHS$303.62M34.8%
COM$114.16M13.1%
CORE US AGGBD ET$95.67M11.0%
CORE MSCI EAFE$91.76M10.5%
SMALL CP ETF$62.20M7.1%
MID CAP ETF$39.80M4.6%
FTSE EMR MKT ETF$27.93M3.2%
Portfolio Concentration
Top 3$491.05M56.3%
4–10$184.44M21.2%
11–25$64.34M7.4%
Rest$132.05M15.1%
Top 3 weight
56.3%
Top 10 weight
77.5%
Voting Authority Distribution
Total shares with voting rights: 5.73M
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
5.73M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole647
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings647
Rows:
VANGUARD INDEX FDS
SOLEShares534.51K
TypeSH
Market value$303.62M
34.82%
Sole
0.00
Shared
0.00
None
534.51K
ISHARES TR
SOLEShares964.45K
TypeSH
Market value$95.67M
10.97%
Sole
0.00
Shared
0.00
None
964.45K
ISHARES TR
SOLEShares1.10M
TypeSH
Market value$91.76M
10.52%
Sole
0.00
Shared
0.00
None
1.10M
VANGUARD INDEX FDS
SOLEShares262.48K
TypeSH
Market value$62.20M
7.13%
Sole
0.00
Shared
0.00
None
262.48K
VANGUARD INDEX FDS
SOLEShares142.23K
TypeSH
Market value$39.80M
4.56%
Sole
0.00
Shared
0.00
None
142.23K
VANGUARD INTL EQUITY INDEX F
SOLEShares564.72K
TypeSH
Market value$27.93M
3.20%
Sole
0.00
Shared
0.00
None
564.72K
ISHARES TR
SOLEShares95.08K
TypeSH
Market value$17.38M
1.99%
Sole
0.00
Shared
0.00
None
95.08K
BERKSHIRE HATHAWAY INC DEL
SOLEShares19.00
TypeSH
Market value$13.85M
1.59%
Sole
0.00
Shared
0.00
None
19.00
MICROSOFT CORP
SOLEShares23.85K
TypeSH
Market value$11.86M
1.36%
Sole
0.00
Shared
0.00
None
23.85K
VANGUARD INDEX FDS
SOLEShares58.54K
TypeSH
Market value$11.42M
1.31%
Sole
0.00
Shared
0.00
None
58.54K
VANGUARD STAR FDS
SOLEShares136.57K
TypeSH
Market value$9.44M
1.08%
Sole
0.00
Shared
0.00
None
136.57K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.04K
TypeSH
Market value$6.82M
0.78%
Sole
0.00
Shared
0.00
None
14.04K
APPLE INC
SOLEShares28.07K
TypeSH
Market value$5.76M
0.66%
Sole
0.00
Shared
0.00
None
28.07K
AMAZON COM INC
SOLEShares24.39K
TypeSH
Market value$5.35M
0.61%
Sole
0.00
Shared
0.00
None
24.39K
JPMORGAN CHASE & CO.
SOLEShares17.01K
TypeSH
Market value$4.93M
0.57%
Sole
0.00
Shared
0.00
None
17.01K
VANGUARD INDEX FDS
SOLEShares8.85K
TypeSH
Market value$3.88M
0.44%
Sole
0.00
Shared
0.00
None
8.85K
ALPHABET INC
SOLEShares19.59K
TypeSH
Market value$3.48M
0.40%
Sole
0.00
Shared
0.00
None
19.59K
VANGUARD INDEX FDS
SOLEShares11.73K
TypeSH
Market value$3.25M
0.37%
Sole
0.00
Shared
0.00
None
11.73K
FIRST TR EXCHANGE-TRADED FD
SOLEShares65K
TypeSH
Market value$3.20M
0.37%
Sole
0.00
Shared
0.00
None
65K
ABBVIE INC
SOLEShares17.02K
TypeSH
Market value$3.16M
0.36%
Sole
0.00
Shared
0.00
None
17.02K
ISHARES TR
SOLEShares50.37K
TypeSH
Market value$3.12M
0.36%
Sole
0.00
Shared
0.00
None
50.37K
SPDR S&P 500 ETF TR
SOLEShares4.98K
TypeSH
Market value$3.08M
0.35%
Sole
0.00
Shared
0.00
None
4.98K
RAYMOND JAMES FINL INC
SOLEShares19.53K
TypeSH
Market value$3.00M
0.34%
Sole
0.00
Shared
0.00
None
19.53K
PROCTER AND GAMBLE CO
SOLEShares18.69K
TypeSH
Market value$2.98M
0.34%
Sole
0.00
Shared
0.00
None
18.69K
FIRST TR EXCHANGE-TRADED FD
SOLEShares151.85K
TypeSH
Market value$2.90M
0.33%
Sole
0.00
Shared
0.00
None
151.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 534.51K | SH | $303.62M 34.82% | 0.00 | 0.00 | 534.51K |
ISHARES TRSOLE | CORE US AGGBD ET | 964.45K | SH | $95.67M 10.97% | 0.00 | 0.00 | 964.45K |
ISHARES TRSOLE | CORE MSCI EAFE | 1.10M | SH | $91.76M 10.52% | 0.00 | 0.00 | 1.10M |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 262.48K | SH | $62.20M 7.13% | 0.00 | 0.00 | 262.48K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 142.23K | SH | $39.80M 4.56% | 0.00 | 0.00 | 142.23K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 564.72K | SH | $27.93M 3.20% | 0.00 | 0.00 | 564.72K |
ISHARES TRSOLE | MSCI USA QLT FCT | 95.08K | SH | $17.38M 1.99% | 0.00 | 0.00 | 95.08K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 19.00 | SH | $13.85M 1.59% | 0.00 | 0.00 | 19.00 |
MICROSOFT CORPSOLE | COM | 23.85K | SH | $11.86M 1.36% | 0.00 | 0.00 | 23.85K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 58.54K | SH | $11.42M 1.31% | 0.00 | 0.00 | 58.54K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 136.57K | SH | $9.44M 1.08% | 0.00 | 0.00 | 136.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.04K | SH | $6.82M 0.78% | 0.00 | 0.00 | 14.04K |
APPLE INCSOLE | COM | 28.07K | SH | $5.76M 0.66% | 0.00 | 0.00 | 28.07K |
AMAZON COM INCSOLE | COM | 24.39K | SH | $5.35M 0.61% | 0.00 | 0.00 | 24.39K |
JPMORGAN CHASE & CO.SOLE | COM | 17.01K | SH | $4.93M 0.57% | 0.00 | 0.00 | 17.01K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 8.85K | SH | $3.88M 0.44% | 0.00 | 0.00 | 8.85K |
ALPHABET INCSOLE | CAP STK CL C | 19.59K | SH | $3.48M 0.40% | 0.00 | 0.00 | 19.59K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 11.73K | SH | $3.25M 0.37% | 0.00 | 0.00 | 11.73K |
FIRST TR EXCHANGE-TRADED FDSOLE | FST LOW OPPT EFT | 65K | SH | $3.20M 0.37% | 0.00 | 0.00 | 65K |
ABBVIE INCSOLE | COM | 17.02K | SH | $3.16M 0.36% | 0.00 | 0.00 | 17.02K |
ISHARES TRSOLE | CORE S&P MCP ETF | 50.37K | SH | $3.12M 0.36% | 0.00 | 0.00 | 50.37K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.98K | SH | $3.08M 0.35% | 0.00 | 0.00 | 4.98K |
RAYMOND JAMES FINL INCSOLE | COM | 19.53K | SH | $3.00M 0.34% | 0.00 | 0.00 | 19.53K |
PROCTER AND GAMBLE COSOLE | COM | 18.69K | SH | $2.98M 0.34% | 0.00 | 0.00 | 18.69K |
FIRST TR EXCHANGE-TRADED FDSOLE | LIMITED DURATION | 151.85K | SH | $2.90M 0.33% | 0.00 | 0.00 | 151.85K |
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