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Value $
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$749M
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Signature - Title
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Amanda C. Toia - Senior Compliance Manager
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Location
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Southfied, MI
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Summary
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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.