Institutions / Plancorp, LLC

Plancorp, LLC

CIK 1599579 · Institution · as of Dec 31, 2025

Portfolio value

$3.31B

Positions

365

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 365 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$412.86M	10,428,380	12.5%
Vanguard Index Fds	—	$345.15M	1,029,480	10.4%
Dimensional ETF Trust	—	$334.10M	4,504,583	10.1%
Dimensional ETF Trust	—	$266.52M	5,720,442	8.1%
Dimensional ETF Trust	—	$178.20M	3,571,120	5.4%
American Centy ETF Tr	—	$138.71M	1,360,184	4.2%
Dimensional ETF Trust	—	$130.79M	3,996,011	4.0%
iShares Tr	—	$129.49M	1,865,077	3.9%
Dimensional ETF Trust	—	$106.60M	3,093,543	3.2%
Dimensional ETF Trust	—	$91.02M	1,306,504	2.8%
Dimensional ETF Trust	—	$85.70M	1,439,385	2.6%
American Centy ETF Tr	—	$71.33M	866,461	2.2%
American Centy ETF Tr	—	$58.35M	521,963	1.8%
Vanguard Index Fds	—	$40.62M	64,767	1.2%
Emerson Electric Co	—	$38.91M	293,204	1.2%
Ea Series Trust	—	$38.17M	692,729	1.2%
Dimensional ETF Trust	—	$36.96M	789,709	1.1%
iShares Tr	—	$32.16M	414,803	1.0%
Dimensional ETF Trust	—	$31.91M	964,736	1.0%
Apple Inc.	—	$31.63M	116,364	1.0%
Dimensional ETF Trust	—	$22.92M	601,293	0.7%
Vanguard Tax-Managed Fds	—	$22.36M	357,900	0.7%
iShares MSCI UAE ETF	—	$20.42M	137,315	0.6%
iShares Tr	—	$18.14M	254,002	0.5%
Microsoft Corp	—	$16.94M	35,030	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.