Planning Center, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $173.06M | 17.7% |
| DIMENSIONAL ETF TRUST | $129.17M | 13.2% |
| DIMENSIONAL ETF TRUST | $85.38M | 8.7% |
| DIMENSIONAL ETF TRUST | $77.68M | 7.9% |
| DIMENSIONAL ETF TRUST | $76.08M | 7.8% |
| DIMENSIONAL ETF TRUST | $61.51M | 6.3% |
| DIMENSIONAL ETF TRUST | $58.77M | 6.0% |
| DIMENSIONAL ETF TRUST | $42.25M | 4.3% |
| DIMENSIONAL ETF TRUST | $37.27M | 3.8% |
| DIMENSIONAL ETF TRUST | $35.32M | 3.6% |
| DIMENSIONAL ETF TRUST | $27.83M | 2.8% |
| DIMENSIONAL ETF TRUST | $27.46M | 2.8% |
| DIMENSIONAL ETF TRUST | $21.82M | 2.2% |
| DIMENSIONAL ETF TRUST | $16.26M | 1.7% |
| DIMENSIONAL ETF TRUST | $14.51M | 1.5% |
| DIMENSIONAL ETF TRUST | $14.24M | 1.5% |
| DIMENSIONAL ETF TRUST | $9.54M | 1.0% |
| Apple Inc. | $9.19M | 0.9% |
| DIMENSIONAL ETF TRUST | $8.16M | 0.8% |
| DIMENSIONAL ETF TRUST | $7.93M | 0.8% |
| DEERE & CO | $6.76M | 0.7% |
| Warren E. Buffett | $3.36M | 0.3% |
| VANGUARD INSTL INDEX FD | $2.28M | 0.2% |
| VANGUARD SPECIALIZED FUNDS | $2.17M | 0.2% |
| MICROSOFT CORP | $2.06M | 0.2% |
| Amazon.com Inc | $1.78M | 0.2% |
| DIMENSIONAL ETF TRUST | $1.56M | 0.2% |
| NVIDIA Corp | $1.43M | 0.1% |
| ORACLE CORP | $1.24M | 0.1% |
| ISHARES TR | $1.22M | 0.1% |
| JPMORGAN CHASE & CO | $1.19M | 0.1% |
| HOME DEPOT, INC. | $1.10M | 0.1% |
| VANGUARD WELLINGTON FD | $1.08M | 0.1% |
| SCHWAB STRATEGIC TR | $1.05M | 0.1% |
| SPDR S&P 500 ETF TR | $968.3K | 0.1% |
| PROCTER & GAMBLE Co | $852.1K | 0.1% |
| CATERPILLAR INC | $757.9K | 0.1% |
| Intuitive Surgical Inc | $680.2K | 0.1% |
| VANGUARD INDEX FDS | $675.3K | 0.1% |
| Walmart Inc. | $670.5K | 0.1% |
| VANGUARD INDEX FDS | $662.8K | 0.1% |
| ISHARES TR | $633.1K | 0.1% |
| Visa Inc | $625.7K | 0.1% |
| ELI LILLY & Co | $601.8K | 0.1% |
| Alphabet Inc. | $590.4K | 0.1% |
| JOHNSON & JOHNSON | $531.9K | 0.1% |
| VANGUARD INSTL INDEX FD | $494.5K | 0.1% |
| ISHARES TR | $479.5K | 0.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $470.2K | 0.0% |
| REV GROUP INC | $425.7K | 0.0% |