Center for Financial Planning, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Southfied, MI
CIK
0001803557
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 524 544,159 VOO, IEFA, VBR, VB 13F-HR 1/29/2024 000180355724000001
Q3 2023 518 462,870 VOO, IEFA, VBR, VB 13F-HR 10/24/2023 000180355723000004
Q2 2023 572 476,398 VOO, IEFA, VBR, VB 13F-HR 8/9/2023 000180355723000003
Q1 2023 537 433,552 VOO, IEFA, VBR, VB 13F-HR 5/2/2023 000180355723000002
Q4 2022 543 411,420 VOO, IEFA, VBR, VB 13F-HR 1/27/2023 000180355723000001
Q3 2022 665 374,618 VOO, IEFA, VBR, VB 13F-HR 10/14/2022 000180355722000004
Q2 2022 557 393,579 VOO, IEFA, VBR, QUAL 13F-HR 8/12/2022 000180355722000003
Q1 2022 555 487,787 VOO, IEFA, VBR, QUAL 13F-HR 5/3/2022 000180355722000002
Q4 2021 548 488,328 VOO, IEFA, VBR, QUAL 13F-HR 2/8/2022 000180355722000001
Q3 2021 511 411,257 VOO, IEFA, QUAL, VBR RESTATEMENT 11/17/2021 000180355721000005
Q2 2021 508 406,273 VOO, IEFA, QUAL, VBR 13F-HR 7/29/2021 000180355721000003
Q1 2021 531 383,098 VOO, IEFA, QUAL, VBR 13F-HR 5/10/2021 000180355721000002
Q4 2020 476 352,992 VOO, IEFA, QUAL, VBR 13F-HR 2/9/2021 000180355721000001
Q3 2020 457 310,916 VOO, IEFA, QUAL, VBR 13F-HR 11/12/2020 000180355720000004
Q2 2020 464 286,240 IEFA, VOO, VBR, QUAL 13F-HR 8/6/2020 000180355720000003
Q1 2020 591 295,641 AGG, IEFA, VOO, VBR 13F-HR 5/11/2020 000180355720000002
Q4 2019 472 399,135 AGG, IEFA, VBR, VOO 13F-HR 2/14/2020 000180355720000001
Additional filings from Center for Financial Planning, Inc. that have since been restated