CFC Planning Co LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $11.67M | 9.0% |
| CISCO SYSTEMS, INC. | $7.66M | 5.9% |
| AMERICAN EXPRESS CO | $6.47M | 5.0% |
| Walt Disney Co | $5.81M | 4.5% |
| SOUTHERN COPPER CORPSCCO | $4.78M | 3.7% |
| UNITEDHEALTH GROUP INC | $4.45M | 3.4% |
| Philip Morris International Inc. | $4.43M | 3.4% |
| VANGUARD INDEX FDS | $4.25M | 3.3% |
| JOHNSON & JOHNSON | $4.01M | 3.1% |
| CATERPILLAR INC | $3.76M | 2.9% |
| ALTRIA GROUP, INC. | $3.32M | 2.6% |
| COCA COLA CO | $3.26M | 2.5% |
| INTERNATIONAL BUSINESS MACHINES CORP | $2.98M | 2.3% |
| Salesforce Inc | $2.97M | 2.3% |
| SPDR S&P 500 ETF TR | $2.95M | 2.3% |
| TEXAS INSTRUMENTS INC | $2.95M | 2.3% |
| JPMORGAN CHASE & CO | $2.93M | 2.3% |
| Visa Inc | $2.88M | 2.2% |
| Merck & Co., Inc. | $2.78M | 2.1% |
| ConocoPhillips | $2.77M | 2.1% |
| NORTHERN LTS FD TR IV | $2.55M | 2.0% |
| SELECT SECTOR SPDR TR | $2.46M | 1.9% |
| SELECT SECTOR SPDR TR | $2.42M | 1.9% |
| SELECT SECTOR SPDR TR | $2.40M | 1.8% |
| SELECT SECTOR SPDR TR | $2.39M | 1.8% |
| SELECT SECTOR SPDR TR | $2.38M | 1.8% |
| EOG RESOURCES INC | $2.13M | 1.6% |
| United Parcel Service Inc | $1.83M | 1.4% |
| NVIDIA Corp | $1.53M | 1.2% |
| ELI LILLY & Co | $1.35M | 1.0% |
| VANGUARD WORLD FD | $1.09M | 0.8% |
| VANGUARD INDEX FDS | $1.08M | 0.8% |
| Meta Platforms Inc | $1.05M | 0.8% |
| Tesla Inc | $1.05M | 0.8% |
| Expedia Group Inc | $1.05M | 0.8% |
| Monster Beverage Corp | $983.5K | 0.8% |
| Fortinet Inc | $925.6K | 0.7% |
| IDEXX LABORATORIES INC /DE | $916.7K | 0.7% |
| Monolithic Power Systems Inc | $911.8K | 0.7% |
| First Trust Exchange-Traded Fund VIII | $891.9K | 0.7% |
| FIRST TR EXCHNG TRADED FD VI | $872.7K | 0.7% |
| First Trust Exchange-Traded Fund VIII | $869.2K | 0.7% |
| SCHWAB STRATEGIC TR | $859.4K | 0.7% |
| PROSHARES TR | $766.2K | 0.6% |
| GERMAN AMERICAN BANCORP, INC. | $741.7K | 0.6% |
| Super Micro Computer, Inc. | $610.7K | 0.5% |
| MICROSOFT CORP | $535.5K | 0.4% |
| VANGUARD STAR FDS | $417.0K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $351.4K | 0.3% |
| EPAM Systems, Inc. | $328.6K | 0.3% |