Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 19 | Q2 2024 | 38.0% |
ISHARES TR | 19 | Q2 2024 | 16.4% |
VANGUARD INDEX FDS | 19 | Q2 2024 | 13.3% |
ISHARES TR | 19 | Q2 2024 | 12.8% |
VANGUARD INDEX FDS | 19 | Q2 2024 | 5.7% |
ISHARES TR | 19 | Q2 2024 | 22.4% |
MICROSOFT CORP | 19 | Q2 2024 | 2.2% |
BERKSHIRE HATHAWAY INC DEL | 19 | Q2 2024 | 2.2% |
VANGUARD INTL EQUITY INDEX F | 19 | Q2 2024 | 4.4% |
VANGUARD STAR FDS | 19 | Q2 2024 | 2.2% |
View Center for Financial Planning, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-16 |
13F-HR | 2024-07-18 |
13F-HR | 2024-04-25 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-24 |
13F-HR | 2023-08-09 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-27 |
13F-HR | 2022-10-14 |
13F-HR | 2022-08-12 |
View Center for Financial Planning, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.