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Holdings

Planning Center, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
VANGUARD INDEX FUNDS VTICommon4,4464,446979,365,000979,365,0000.25  Hist 06/30/2023
ORACLE CORP ORCLCommon6,4346,434766,225,000766,225,0000.190.00 Hist 06/30/2023
DANAHER CORP /DE/ DHRCommon1,7421,742418,080,000418,080,0000.110.00 Hist 06/30/2023
INTUITIVE SURGICAL INC ISRGCommon1,2071,207412,722,000412,722,0000.10  Hist 06/30/2023
iSHARES TRUST IJHCommon1,5731,573411,308,000411,308,0000.10  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK849849345,781,000345,781,0000.09  Hist 06/30/2023
VANGUARD BOND INDEX FUNDS BNDCommon4,1614,161302,463,000302,463,0000.08  Hist 06/30/2023
BOEING CO BACommon1,3721,372289,710,000289,710,0000.070.00 Hist 06/30/2023
iSHARES TRUST IEFACommon4,0054,005270,338,000270,338,0000.07  Hist 06/30/2023
Alphabet Inc. GOOGLCOM2,2212,221265,854,000265,854,0000.07  Hist 06/30/2023
ELI LILLY & Co LLYCommon562562263,567,000263,567,0000.070.00 Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VGSHCommon4,4234,423255,340,000255,340,0000.06  Hist 06/30/2023
Merck & Co., Inc. MRKCOM2,2042,204254,320,000254,320,0000.06  Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VGITCommon4,2384,238248,601,000248,601,0000.06  Hist 06/30/2023
iSHARES TRUST IJRS&P SMLCAP 6002,3242,324231,587,000231,587,0000.06  Hist 06/30/2023
T-Mobile US, Inc. TMUSCOM1,6201,620225,018,000225,018,0000.060.00 Hist 06/30/2023
VANGUARD MALVERN FUNDS VTIPCommon4,7334,733224,439,000224,439,0000.06  Hist 06/30/2023
STRYKER CORP SYKCommon694694211,717,000211,717,0000.05  Hist 06/30/2023
iSHARES TRUST IUSGCommon2,1622,162211,098,000211,098,0000.05  Hist 06/30/2023
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