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Planning Center, Inc.

All holdings · as of Dec 31, 2025

76 positions

CompanyClassValueShares% of portfolio
Amazon.com Inc$1.78M7,6940.2%
MICROSOFT CORP$2.06M4,2580.2%
VANGUARD SPECIALIZED FUNDS$2.17M9,8550.2%
VANGUARD INSTL INDEX FD$2.28M30,2410.2%
Warren E. Buffett$3.36M6,6830.3%
DEERE & CO$6.76M14,5120.7%
DIMENSIONAL ETF TRUST$7.93M182,6620.8%
DIMENSIONAL ETF TRUST$8.16M190,4200.8%
Apple Inc.$9.19M33,7980.9%
DIMENSIONAL ETF TRUST$9.54M184,2111.0%
DIMENSIONAL ETF TRUST$14.24M432,3601.5%
DIMENSIONAL ETF TRUST$14.51M549,2891.5%
DIMENSIONAL ETF TRUST$16.26M491,4901.7%
DIMENSIONAL ETF TRUST$21.82M313,1462.2%
DIMENSIONAL ETF TRUST$27.46M461,1382.8%
DIMENSIONAL ETF TRUST$27.83M732,2712.8%
DIMENSIONAL ETF TRUST$35.32M758,1343.6%
DIMENSIONAL ETF TRUST$37.27M746,8873.8%
DIMENSIONAL ETF TRUST$42.25M1,016,6254.3%
DIMENSIONAL ETF TRUST$58.77M1,856,0796.0%
DIMENSIONAL ETF TRUST$61.51M1,617,4426.3%
DIMENSIONAL ETF TRUST$76.08M1,921,6607.8%
DIMENSIONAL ETF TRUST$77.68M1,475,7987.9%
DIMENSIONAL ETF TRUST$85.38M2,608,7138.7%
DIMENSIONAL ETF TRUST$129.17M2,693,94013.2%
DIMENSIONAL ETF TRUST$173.06M3,416,82217.7%
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