Planning Center, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR DOW JONES INDL AVERAGE | $203.3K | 0.0% |
| VANGUARD SCOTTSDALE FDS | $223.8K | 0.0% |
| Merck & Co., Inc. | $224.4K | 0.0% |
| AMGEN INC | $225.5K | 0.0% |
| Meta Platforms Inc | $228.4K | 0.0% |
| Union Pacific Corp | $231.3K | 0.0% |
| DIMENSIONAL ETF TRUST | $237.0K | 0.0% |
| Broadcom Inc. | $237.8K | 0.0% |
| DIMENSIONAL ETF TRUST | $249.1K | 0.0% |
| WEC ENERGY GROUP, INC. | $251.2K | 0.0% |
| DANAHER CORP /DE | $251.8K | 0.0% |
| STARBUCKS CORP | $255.2K | 0.0% |
| VANGUARD WHITEHALL FDS | $261.2K | 0.0% |
| VANGUARD INDEX FDS | $275.4K | 0.0% |
| XCEL ENERGY INC | $275.9K | 0.0% |
| AbbVie Inc. | $295.2K | 0.0% |
| VANGUARD BD INDEX FDS | $299.5K | 0.0% |
| SCHWAB STRATEGIC TR | $311.7K | 0.0% |
| T-Mobile US, Inc.TMUS | $321.4K | 0.0% |
| RTX Corp | $340.6K | 0.0% |
| SPDR GOLD TR | $357.9K | 0.0% |
| UNITED SECURITY BANCSHARESUBFO | $362.8K | 0.0% |
| UNITEDHEALTH GROUP INC | $364.4K | 0.0% |
| COCA COLA CO | $371.6K | 0.0% |
| Alphabet Inc. | $372.0K | 0.0% |
| iShares MSCI UAE ETF | $408.1K | 0.0% |
| REV GROUP INC | $425.7K | 0.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $470.2K | 0.0% |
| ISHARES TR | $479.5K | 0.0% |
| VANGUARD INSTL INDEX FD | $494.5K | 0.1% |
| JOHNSON & JOHNSON | $531.9K | 0.1% |
| Alphabet Inc. | $590.4K | 0.1% |
| ELI LILLY & Co | $601.8K | 0.1% |
| Visa Inc | $625.7K | 0.1% |
| ISHARES TR | $633.1K | 0.1% |
| VANGUARD INDEX FDS | $662.8K | 0.1% |
| Walmart Inc. | $670.5K | 0.1% |
| VANGUARD INDEX FDS | $675.3K | 0.1% |
| Intuitive Surgical Inc | $680.2K | 0.1% |
| CATERPILLAR INC | $757.9K | 0.1% |
| PROCTER & GAMBLE Co | $852.1K | 0.1% |
| SPDR S&P 500 ETF TR | $968.3K | 0.1% |
| SCHWAB STRATEGIC TR | $1.05M | 0.1% |
| VANGUARD WELLINGTON FD | $1.08M | 0.1% |
| HOME DEPOT, INC. | $1.10M | 0.1% |
| JPMORGAN CHASE & CO | $1.19M | 0.1% |
| ISHARES TR | $1.22M | 0.1% |
| ORACLE CORP | $1.24M | 0.1% |
| NVIDIA Corp | $1.43M | 0.1% |
| DIMENSIONAL ETF TRUST | $1.56M | 0.2% |