News + Filings Holdings
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Planning Center, Inc.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
VANGUARD INDEX FUNDS
| VTI | Common | 4,446 | 4,446 | 979,365,000 | 979,365,000 | 0.25 | |
Hist
| 06/30/2023 |
ORACLE CORP
| ORCL | Common | 6,434 | 6,434 | 766,225,000 | 766,225,000 | 0.19 | 0.00 |
Hist
| 06/30/2023 |
DANAHER CORP /DE/
| DHR | Common | 1,742 | 1,742 | 418,080,000 | 418,080,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
INTUITIVE SURGICAL INC
| ISRG | Common | 1,207 | 1,207 | 412,722,000 | 412,722,000 | 0.10 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJH | Common | 1,573 | 1,573 | 411,308,000 | 411,308,000 | 0.10 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 849 | 849 | 345,781,000 | 345,781,000 | 0.09 | |
Hist
| 06/30/2023 |
VANGUARD BOND INDEX FUNDS
| BND | Common | 4,161 | 4,161 | 302,463,000 | 302,463,000 | 0.08 | |
Hist
| 06/30/2023 |
BOEING CO
| BA | Common | 1,372 | 1,372 | 289,710,000 | 289,710,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IEFA | Common | 4,005 | 4,005 | 270,338,000 | 270,338,000 | 0.07 | |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOGL | COM | 2,221 | 2,221 | 265,854,000 | 265,854,000 | 0.07 | |
Hist
| 06/30/2023 |
ELI LILLY & Co
| LLY | Common | 562 | 562 | 263,567,000 | 263,567,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 4,423 | 4,423 | 255,340,000 | 255,340,000 | 0.06 | |
Hist
| 06/30/2023 |
Merck & Co., Inc.
| MRK | COM | 2,204 | 2,204 | 254,320,000 | 254,320,000 | 0.06 | |
Hist
| 06/30/2023 |
VANGUARD SCOTTSDALE FUNDS
| VGIT | Common | 4,238 | 4,238 | 248,601,000 | 248,601,000 | 0.06 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 2,324 | 2,324 | 231,587,000 | 231,587,000 | 0.06 | |
Hist
| 06/30/2023 |
T-Mobile US, Inc.
| TMUS | COM | 1,620 | 1,620 | 225,018,000 | 225,018,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD MALVERN FUNDS
| VTIP | Common | 4,733 | 4,733 | 224,439,000 | 224,439,000 | 0.06 | |
Hist
| 06/30/2023 |
STRYKER CORP
| SYK | Common | 694 | 694 | 211,717,000 | 211,717,000 | 0.05 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IUSG | Common | 2,162 | 2,162 | 211,098,000 | 211,098,000 | 0.05 | |
Hist
| 06/30/2023 |
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