Center for Financial Planning, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$749M
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 675 stock holdings with total value $749M as of Q4 2024. Top holdings included VOO, IEFA, AGG, VBR, and VB.
Holdings Value