Institutions / Planning Center, Inc.

Planning Center, Inc.

CIK 1910966 · Institution · as of Dec 31, 2025

Portfolio value

$979.26M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 76 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$173.06M	3,416,822	17.7%
Dimensional ETF Trust	—	$129.17M	2,693,940	13.2%
Dimensional ETF Trust	—	$85.38M	2,608,713	8.7%
Dimensional ETF Trust	—	$77.68M	1,475,798	7.9%
Dimensional ETF Trust	—	$76.08M	1,921,660	7.8%
Dimensional ETF Trust	—	$61.51M	1,617,442	6.3%
Dimensional ETF Trust	—	$58.77M	1,856,079	6.0%
Dimensional ETF Trust	—	$42.25M	1,016,625	4.3%
Dimensional ETF Trust	—	$37.27M	746,887	3.8%
Dimensional ETF Trust	—	$35.32M	758,134	3.6%
Dimensional ETF Trust	—	$27.83M	732,271	2.8%
Dimensional ETF Trust	—	$27.46M	461,138	2.8%
Dimensional ETF Trust	—	$21.82M	313,146	2.2%
Dimensional ETF Trust	—	$16.26M	491,490	1.7%
Dimensional ETF Trust	—	$14.51M	549,289	1.5%
Dimensional ETF Trust	—	$14.24M	432,360	1.5%
Dimensional ETF Trust	—	$9.54M	184,211	1.0%
Apple Inc.	—	$9.19M	33,798	0.9%
Dimensional ETF Trust	—	$8.16M	190,420	0.8%
Dimensional ETF Trust	—	$7.93M	182,662	0.8%
Deere & Co	—	$6.76M	14,512	0.7%
Warren E. Buffett	—	$3.36M	6,683	0.3%
Vanguard Instl Index Fd	—	$2.28M	30,241	0.2%
Vanguard Specialized Funds	—	$2.17M	9,855	0.2%
Microsoft Corp	—	$2.06M	4,258	0.2%

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.