Planning Center, Inc. [Rocket]

Holdings

Planning Center, Inc.

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