$311 Billion is the total value of Center for Financial Planning, Inc.'s 457 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EW | New | EDWARDS LIFESCIENCES CORP | $84,000 | – | 1,055 | +100.0% | 0.03% | – |
| DPHC | New | DIAMONDPEAK HLDGS COR | $26,000 | – | 1,000 | +100.0% | 0.01% | – |
| FND | New | FLOOR & DECOR HLDGS INCcl a | $19,000 | – | 250 | +100.0% | 0.01% | – |
| UAA | New | UNDER ARMOUR INCcl a | $11,000 | – | 1,000 | +100.0% | 0.00% | – |
| BEEM | New | BEAM GLOBAL | $12,000 | – | 1,000 | +100.0% | 0.00% | – |
| WRK | New | WESTROCK CO | $12,000 | – | 345 | +100.0% | 0.00% | – |
| WMB | New | WILLIAMS COS INC | $10,000 | – | 520 | +100.0% | 0.00% | – |
| STWD | New | STARWOOD PPTY TR INC | $9,000 | – | 620 | +100.0% | 0.00% | – |
| LULU | New | LULULEMON ATHLETICA INC | $10,000 | – | 30 | +100.0% | 0.00% | – |
| SONY | New | SONY CORPsponsored adr | $7,000 | – | 85 | +100.0% | 0.00% | – |
| HXL | New | HEXCEL CORP NEW | $5,000 | – | 160 | +100.0% | 0.00% | – |
| GNRC | New | GENERAC HLDGS INC | $4,000 | – | 20 | +100.0% | 0.00% | – |
| TWNK | New | HOSTESS BRANDS INCcl a | $4,000 | – | 305 | +100.0% | 0.00% | – |
| TSCO | New | TRACTOR SUPPLY CO | $3,000 | – | 20 | +100.0% | 0.00% | – |
| SOLO | New | ELECTRAMECCANICA VEHS CORP | $0 | – | 100 | +100.0% | 0.00% | – |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 57 | +100.0% | 0.00% | – |
| KODK | New | EASTMAN KODAK CO | $1,000 | – | 150 | +100.0% | 0.00% | – |
| APPN | New | APPIAN CORPcl a | $1,000 | – | 8 | +100.0% | 0.00% | – |
| FVRR | New | FIVERR INTL LTD | $1,000 | – | 7 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
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.