Planning Center, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Moline, IL
CIK
0001910966
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 73 811,699 DUSB, DFSD, DFAX, DFAC 13F-HR 11/12/2024 000191096624000007
Q2 2024 65 765,328 DUSB, DFSD, DFAX, DFAC 13F-HR 8/8/2024 000191096624000006
Q1 2024 58 459,480 DFAX, DFAC, DUHP, DIHP 13F-HR 4/22/2024 000191096624000003
Q4 2023 59 431,272 DFAX, DFAC, DUHP, DIHP 13F-HR 1/22/2024 000191096624000002
Q3 2023 63 384,871 DFAX, DFAC, DUHP, DIHP 13F-HR 10/25/2023 000191096623000005
Q2 2023 70 393,550 DFAX, DFAC, DUHP, DIHP 13F-HR 7/20/2023 000191096623000004
Q1 2023 65 363,923 DFAX, DFAC, DUHP, DIHP 13F-HR 4/17/2023 000191096623000003
Q4 2022 70 328,718 DFAX, DFAC, DFIV, DFUV 13F-HR 1/30/2023 000191096623000002
Q3 2022 46 126,191 DFAX, DFAC, DFUV, DFIV 13F-HR 10/18/2022 000191096622000004
Q2 2022 48 126,898 DFAX, DFAC, DFUV, DFIV 13F-HR 7/11/2022 000191096622000003
Q1 2022 46 34,799 DE, AAPL, BRK-B, VIG 13F-HR 4/15/2022 000191096622000002
Q4 2021 52 125,392 DFAX, DFAC, DFIV, DFAT 13F-HR 2/14/2022 000191096622000001