Financial Planners of Cleveland, Inc. holdings history

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97 is the total number of securities Financial Planners of Cleveland, Inc. has owned. The longest Financial Planners of Cleveland, Inc. has owned a single stock is 2 quarters.

Financial Planners of Cleveland, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTV VANGUARD INDEX FDS2217.11%21.81%26.51%Q4 2021Q1 20222
AGG ISHARES TR2212.60%14.39%16.18%Q4 2021Q1 20222
SPLG SPDR SER TR226.46%7.97%9.49%Q4 2021Q1 20222
MUB ISHARES TR226.03%6.99%7.95%Q4 2021Q1 20222
VTI VANGUARD INDEX FDS222.25%5.75%9.26%Q4 2021Q1 20222
VONG VANGUARD SCOTTSDALE FDS225.06%5.69%6.32%Q4 2021Q1 20222
SHAG WISDOMTREE TR222.73%3.58%4.42%Q4 2021Q1 20222
IWM ISHARES TR221.79%3.15%4.51%Q4 2021Q1 20222
IXUS ISHARES TR221.09%2.99%4.89%Q4 2021Q1 20222
JPST J P MORGAN EXCHANGE-TR...220.66%2.58%4.51%Q4 2021Q1 20222
VTEB VANGUARD MUN BD FDS220.89%2.26%3.64%Q4 2021Q1 20222
FBND FIDELITY MERRIMACK STR TR220.25%2.24%4.22%Q4 2021Q1 20222
AAPL APPLE INC220.83%2.10%3.37%Q4 2021Q1 20222
FMB FIRST TR EXCH TRADED F...221.07%2.05%3.02%Q4 2021Q1 20222
SHW SHERWIN WILLIAMS CO221.44%1.69%1.93%Q4 2021Q1 20222
JMST J P MORGAN EXCHANGE-TR...220.12%1.18%2.24%Q4 2021Q1 20222
IWF ISHARES TR220.48%1.08%1.68%Q4 2021Q1 20222
ACWI ISHARES TR220.10%0.80%1.49%Q4 2021Q1 20222
IVV ISHARES TR220.66%0.73%0.81%Q4 2021Q1 20222
BRKA BERKSHIRE HATHAWAY INC...220.39%0.42%0.44%Q4 2021Q1 20222
AMZN AMAZON COM INC220.28%0.39%0.51%Q4 2021Q1 20222
MSFT MICROSOFT CORP220.26%0.33%0.41%Q4 2021Q1 20222
VONV VANGUARD SCOTTSDALE FDS220.14%0.33%0.53%Q4 2021Q1 20222
IWD ISHARES TR220.20%0.32%0.44%Q4 2021Q1 20222
QQQ INVESCO QQQ TR220.16%0.31%0.46%Q4 2021Q1 20222
SPY SPDR S&P 500 ETF TR220.12%0.30%0.47%Q4 2021Q1 20222
GOOGL ALPHABET INC220.24%0.26%0.28%Q4 2021Q1 20222
SEE SEALED AIR CORP NEW220.25%0.25%0.26%Q4 2021Q1 20222
CAT CATERPILLAR INC220.18%0.25%0.32%Q4 2021Q1 20222
BRKB BERKSHIRE HATHAWAY INC...220.22%0.24%0.25%Q4 2021Q1 20222
FNDF SCHWAB STRATEGIC TR220.13%0.24%0.34%Q4 2021Q1 20222
MGV VANGUARD WORLD FD220.22%0.23%0.24%Q4 2021Q1 20222
EFA ISHARES TR220.19%0.22%0.25%Q4 2021Q1 20222
CVX CHEVRON CORP NEW220.13%0.18%0.22%Q4 2021Q1 20222
V VISA INC220.16%0.18%0.19%Q4 2021Q1 20222
PGR PROGRESSIVE CORP220.16%0.16%0.16%Q4 2021Q1 20222
PEP PEPSICO INC220.10%0.16%0.21%Q4 2021Q1 20222
LECO LINCOLN ELEC HLDGS INC220.14%0.15%0.16%Q4 2021Q1 20222
SPYV SPDR SER TR220.12%0.14%0.17%Q4 2021Q1 20222
PG PROCTER AND GAMBLE CO220.09%0.13%0.18%Q4 2021Q1 20222
IVE ISHARES TR220.09%0.13%0.17%Q4 2021Q1 20222
JPM JPMORGAN CHASE & CO220.10%0.12%0.14%Q4 2021Q1 20222
GOOG ALPHABET INC220.11%0.12%0.13%Q4 2021Q1 20222
PAVE GLOBAL X FDS220.08%0.09%0.10%Q4 2021Q1 20222
TMO THERMO FISHER SCIENTIF...220.09%0.09%0.10%Q4 2021Q1 20222
ATHX ATHERSYS INC NEW220.02%0.02%0.03%Q4 2021Q1 20222
CSQ CALAMOS STRATEGIC TOTA...110.63%0.63%0.63%Q4 2021Q4 20211
GOVT ISHARES TR110.56%0.56%0.56%Q1 2022Q1 20221
SPGM SPDR INDEX SHS FDS110.52%0.52%0.52%Q1 2022Q1 20221
IEMG ISHARES INC110.48%0.48%0.48%Q1 2022Q1 20221
SCZ ISHARES TR110.44%0.44%0.44%Q1 2022Q1 20221
DTD WISDOMTREE TR110.42%0.42%0.42%Q4 2021Q4 20211
VCIT VANGUARD SCOTTSDALE FDS110.42%0.42%0.42%Q1 2022Q1 20221
VMBS VANGUARD SCOTTSDALE FDS110.41%0.41%0.41%Q1 2022Q1 20221
BKN BLACKROCK INVT QUALITY...110.40%0.40%0.40%Q4 2021Q4 20211
T AT&T INC110.36%0.36%0.36%Q4 2021Q4 20211
IEFA ISHARES TR110.33%0.33%0.33%Q1 2022Q1 20221
KHC KRAFT HEINZ CO110.30%0.30%0.30%Q4 2021Q4 20211
FUN CEDAR FAIR L P110.28%0.28%0.28%Q4 2021Q4 20211
IJH ISHARES TR110.24%0.24%0.24%Q1 2022Q1 20221
KRG KITE RLTY GROUP TR110.24%0.24%0.24%Q4 2021Q4 20211
XOM EXXON MOBIL CORP110.22%0.22%0.22%Q4 2021Q4 20211
VZ VERIZON COMMUNICATIONS...110.21%0.21%0.21%Q4 2021Q4 20211
HON HONEYWELL INTL INC110.18%0.18%0.18%Q4 2021Q4 20211
D DOMINION ENERGY INC110.18%0.18%0.18%Q4 2021Q4 20211
MCD MCDONALDS CORP110.16%0.16%0.16%Q4 2021Q4 20211
JNJ JOHNSON & JOHNSON110.16%0.16%0.16%Q4 2021Q4 20211
NEE NEXTERA ENERGY INC110.16%0.16%0.16%Q4 2021Q4 20211
BUD ANHEUSER BUSCH INBEV S...110.15%0.15%0.15%Q4 2021Q4 20211
PYPL PAYPAL HLDGS INC110.14%0.14%0.14%Q4 2021Q4 20211
NVDA NVIDIA CORPORATION110.14%0.14%0.14%Q4 2021Q4 20211
BNDX VANGUARD CHARLOTTE FDS110.14%0.14%0.14%Q1 2022Q1 20221
DIS DISNEY WALT CO110.14%0.14%0.14%Q4 2021Q4 20211
PFE PFIZER INC110.14%0.14%0.14%Q4 2021Q4 20211
ABBV ABBVIE INC110.14%0.14%0.14%Q4 2021Q4 20211
IUSG ISHARES TR110.13%0.13%0.13%Q4 2021Q4 20211
PH PARKER-HANNIFIN CORP110.13%0.13%0.13%Q4 2021Q4 20211
IWY ISHARES TR110.12%0.12%0.12%Q4 2021Q4 20211
HD HOME DEPOT INC110.12%0.12%0.12%Q4 2021Q4 20211
COST COSTCO WHSL CORP NEW110.12%0.12%0.12%Q4 2021Q4 20211
DVY ISHARES TR110.12%0.12%0.12%Q4 2021Q4 20211
MOTO GUINNESS ATKINSON FDS110.12%0.12%0.12%Q4 2021Q4 20211
ORCL ORACLE CORP110.11%0.11%0.11%Q4 2021Q4 20211
PLD PROLOGIS INC.110.11%0.11%0.11%Q4 2021Q4 20211
SNSR GLOBAL X FDS110.10%0.10%0.10%Q4 2021Q4 20211
DHS WISDOMTREE TR110.10%0.10%0.10%Q4 2021Q4 20211
IHI ISHARES TR110.10%0.10%0.10%Q4 2021Q4 20211
LOW LOWES COS INC110.10%0.10%0.10%Q4 2021Q4 20211
COP CONOCOPHILLIPS110.09%0.09%0.09%Q4 2021Q4 20211
SRVR PACER FDS TR110.09%0.09%0.09%Q4 2021Q4 20211
MRK MERCK & CO INC110.09%0.09%0.09%Q4 2021Q4 20211
PM PHILIP MORRIS INTL INC110.09%0.09%0.09%Q4 2021Q4 20211
VUG VANGUARD INDEX FDS110.08%0.08%0.08%Q4 2021Q4 20211
BSX BOSTON SCIENTIFIC CORP110.08%0.08%0.08%Q4 2021Q4 20211
INTC INTEL CORP110.08%0.08%0.08%Q4 2021Q4 20211
CODI COMPASS DIVERSIFIED110.03%0.03%0.03%Q4 2021Q4 20211
N/A110.00%0.00%0.00%Q2 2022Q2 20221
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The securities at the top of the list , including VANGUARD INDEX FDS, ISHARES TR, and SPDR SER TR, are the highest-conviction holdings of Financial Planners of Cleveland, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Financial Planners of Cleveland, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Financial Planners of Cleveland, Inc. owns currently or has owned in the past.