Center for Financial Planning, Inc.

Institutional manager (13F) · CIK 1803557

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $868M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$325M	544,225
2	ISHARES TR	$105M	1,053,708
3	SPDR INDEX SHS FDS	$74M	1,611,462
4	VANGUARD INDEX FDS	$67M	255,392
5	VANGUARD INDEX FDS	$48M	167,789
6	ISHARES TR	$39M	435,634
7	VANGUARD INTL EQUITY INDEX F	$31M	578,050
8	ISHARES TR	$17M	90,570
9	BERKSHIRE HATHAWAY INC DEL	$14M	19
10	VANGUARD INDEX FDS	$12M	55,764
11	VANGUARD STAR FDS	$10M	131,262
12	MICROSOFT CORP	$10M	26,463
13	APPLE INC	$8M	31,828
14	BERKSHIRE HATHAWAY INC DEL	$7M	15,114
15	ALPHABET INC	$6M	19,542
16	AMAZON COM INC	$5M	24,805
17	JPMORGAN CHASE & CO	$5M	17,355
18	VANGUARD INTL EQUITY INDEX F	$4M	28,546
19	JOHNSON & JOHNSON	$4M	15,914
20	VANGUARD INDEX FDS	$4M	8,899
21	ABBVIE INC	$4M	17,400
22	ISHARES TR	$3M	49,512
23	FIRST TR EXCHANGE-TRADED FD	$3M	66,511
24	NEXTERA ENERGY INC	$3M	35,209
25	VANGUARD INDEX FDS	$3M	10,516
26	BROADCOM INC	$3M	9,752
27	MCKESSON CORP	$3M	3,277
28	VANGUARD WORLD FD	$3M	4,060
29	STATE STR SPDR S&P 500 ETF T	$3M	4,352
30	RAYMOND JAMES FINL INC	$3M	19,124
31	PROCTER & GAMBLE CO	$3M	18,434
32	EXXON MOBIL CORP	$3M	15,596
33	CHEVRON CORPORATION	$3M	12,308
34	VANGUARD INDEX FDS	$3M	7,931
35	FIRST TR EXCHNG TRADED FD VI	$3M	74,114
36	FIRST TR EXCHANGE-TRADED FD	$2M	131,770
37	MOTOROLA SOLUTIONS INC	$2M	5,136
38	VANGUARD INDEX FDS	$2M	11,342
39	PEPSICO INC	$2M	13,329
40	ISHARES TR	$2M	43,460
41	THERMO FISHER SCIENTIFIC INC	$2M	3,967
42	AMERICAN EXPRESS CO	$2M	6,414
43	NVIDIA CORPORATION	$2M	10,792
44	COLGATE PALMOLIVE CO	$2M	21,512
45	ABBOTT LABORATORIES	$2M	17,660
46	COCA COLA CO	$2M	23,419
47	SALESFORCE INC	$2M	9,470
48	VANGUARD INDEX FDS	$2M	5,776
49	STRYKER CORPORATION	$2M	5,070
50	MCDONALDS CORP	$2M	5,300

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.