Center for Financial Planning, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$737M
Signature - Title
Amanda C. Toia - Senior Compliance Manager
Location
Southfied, MI
Summary
This page shows a list of all the recent 13F filings made by Center for Financial Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Center for Financial Planning, Inc. reported 580 stock holdings with total value $737M as of Q3 2024. Top holdings included VOO, IEFA, AGG, VBR, and VB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 580 $737M +$11.5M -$9.66M +$1.84M VOO, IEFA, AGG, VBR, VB 13F-HR 10/15/2024, 05:49 PM
Q2 2024 585 $692M +$21.7M -$5.61M +$16.1M VOO, IEFA, AGG, VBR, VB 13F-HR 7/18/2024, 03:07 PM
Q1 2024 608 $669M +$84M -$2.18M +$81.8M VOO, IEFA, VBR, AGG, VB 13F-HR 4/25/2024, 02:47 PM
Q4 2023 524 $544M +$36.6M -$3M +$33.6M VOO, IEFA, VBR, VB, VWO 13F-HR 1/29/2024, 01:28 PM
Q3 2023 518 $463M +$9.29M -$3.15M +$6.14M VOO, IEFA, VBR, VB, VWO 13F-HR 10/24/2023, 04:32 PM
Q2 2023 572 $476M +$20.9M -$3.61M +$17.3M VOO, IEFA, VBR, VB, VWO 13F-HR 8/9/2023, 03:28 PM
Q1 2023 537 $434M +$3.68M -$4.2M -$525K VOO, IEFA, VBR, VB, QUAL 13F-HR 5/2/2023, 01:20 PM
Q4 2022 542 $411M +$13.3M -$12.5M +$868K VOO, IEFA, VBR, VB, QUAL 13F-HR 1/27/2023, 03:06 PM
Q3 2022 633 $375M +$12.3M -$4.99M +$7.33M VOO, IEFA, VBR, VB, QUAL 13F-HR 10/14/2022, 01:35 PM
Q2 2022 523 $394M +$7.11M -$23.4M -$16.3M VOO, IEFA, VBR, QUAL, VB 13F-HR 8/12/2022, 02:12 PM
Q1 2022 531 $488M +$27.9M -$6.69M +$21.2M VOO, IEFA, VBR, QUAL, VB 13F-HR 5/3/2022, 03:43 PM
Q4 2021 533 $488M +$65.6M -$21.3M +$44.3M VOO, IEFA, VBR, QUAL, VB 13F-HR 2/8/2022, 03:55 PM
Q3 2021 487 $411M +$18.5M -$9.88M +$8.67M VOO, IEFA, QUAL, VBR, VB Restatement 11/17/2021, 05:04 PM
Q2 2021 492 $406M +$5.16M -$6.95M -$1.79M VOO, IEFA, QUAL, VBR, VB 13F-HR 7/29/2021, 04:04 PM
Q1 2021 522 $383M +$13.6M -$8.11M +$5.53M VOO, IEFA, QUAL, VBR, VB 13F-HR 5/10/2021, 02:41 PM
Q4 2020 463 $353M +$9.44M -$10.7M -$1.25M VOO, IEFA, QUAL, VBR, VB 13F-HR 2/8/2021, 05:32 PM
Q3 2020 440 $311M +$15.6M -$8.43M +$7.17M VOO, IEFA, QUAL, VBR, VB 13F-HR 11/12/2020, 10:47 AM
Q2 2020 445 $286M +$15.6M -$68.3M -$52.7M IEFA, VOO, VBR, QUAL, VB 13F-HR 8/6/2020, 02:40 PM
Q1 2020 565 $296M +$17.4M -$49.6M -$32.2M AGG, IEFA, VOO, VBR, QUAL 13F-HR 5/11/2020, 04:27 PM
Q4 2019 453 $399M $0 $0 AGG, IEFA, VBR, VOO, QUAL 13F-HR 2/13/2020, 05:37 PM