| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 16 | Q3 2023 | 34.4% |
| ISHARES TR | 16 | Q3 2023 | 16.4% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 13.3% |
| ISHARES TR | 16 | Q3 2023 | 12.8% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 5.7% |
| ISHARES TR | 16 | Q3 2023 | 22.4% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.2% |
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 2.2% |
| VANGUARD STAR FDS | 16 | Q3 2023 | 2.2% |
| VANGUARD INTL EQUITY INDEX F | 16 | Q3 2023 | 4.4% |
View Center for Financial Planning, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-08 |
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.