Planning Center, Inc.

Est. AUM

$987.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$180.2M	3552627	18.25%	SOLE
2	DIMENSIONAL ETF TRUST	SHORT DURATION F	$134.5M	2808255	13.62%	SOLE
3	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$82.7M	2434023	8.38%	SOLE
4	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$81.4M	1552569	8.25%	SOLE
5	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$73.0M	1877973	7.39%	SOLE
6	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$60.7M	1652225	6.15%	SOLE
7	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$58.9M	1827243	5.96%	SOLE
8	DIMENSIONAL ETF TRUST	INFLATION PROTE	$44.2M	1058790	4.48%	SOLE
9	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$35.6M	673881	3.60%	SOLE
10	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$34.5M	711348	3.49%	SOLE
11	DIMENSIONAL ETF TRUST	US TARGETED VLU	$29.2M	467598	2.96%	SOLE
12	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$27.2M	688458	2.75%	SOLE
13	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$21.4M	300467	2.17%	SOLE
14	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$16.6M	481746	1.69%	SOLE
15	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$14.5M	547107	1.47%	SOLE
16	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$13.9M	411631	1.40%	SOLE
17	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$9.8M	188959	0.99%	SOLE
18	APPLE INC	COM	$8.1M	31895	0.82%	SOLE
19	DEERE & CO	COM	$7.9M	14064	0.80%	SOLE
20	DIMENSIONAL ETF TRUST	INTERNATIONAL	$7.7M	181791	0.78%	SOLE
21	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$7.6M	184743	0.77%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	6625	0.32%	SOLE
23	VANGUARD INSTL INDEX FD	ULTRA-SHORT TREA	$1.8M	24223	0.19%	SOLE
24	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.8M	8408	0.18%	SOLE
25	MICROSOFT CORP	COM	$1.8M	4809	0.18%	SOLE
26	NVIDIA CORPORATION	COM	$1.6M	9177	0.16%	SOLE
27	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$1.5M	36373	0.16%	SOLE
28	AMAZON COM INC	COM	$1.4M	6878	0.15%	SOLE
29	JPMORGAN CHASE & CO	COM	$1.2M	4091	0.12%	SOLE
30	CATERPILLAR INC	COM	$1.1M	1618	0.12%	SOLE
31	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$1.1M	10664	0.11%	SOLE
32	HOME DEPOT INC	COM	$1.1M	3248	0.11%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$980K	1501	0.10%	SOLE
34	ORACLE CORP	COM	$938K	6376	0.10%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$923K	1420	0.09%	SOLE
36	SCHWAB STRATEGIC TR	US LCAP GR ETF	$912K	31296	0.09%	SOLE
37	PROCTER & GAMBLE CO	COM	$876K	6063	0.09%	SOLE
38	WALMART INC	COM	$764K	6151	0.08%	SOLE
39	JOHNSON & JOHNSON	COM	$753K	3079	0.08%	SOLE
40	VANGUARD INDEX FDS	VALUE ETF	$691K	3523	0.07%	SOLE
41	VANGUARD INDEX FDS	TOTAL STK MKT	$655K	2041	0.07%	SOLE
42	ISHARES TR	S&P 500 GRWT ETF	$581K	5136	0.06%	SOLE
43	INTUITIVE SURGICAL INC	COM NEW	$554K	1201	0.06%	SOLE
44	VISA INC	COM CL A	$539K	1784	0.05%	SOLE
45	ALPHABET INC	CAP STK CL C	$537K	1874	0.05%	SOLE
46	ELI LILLY & CO	COM	$515K	560	0.05%	SOLE
47	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$483K	6384	0.05%	SOLE
48	INTERNATIONAL BUSINESS MACHS	COM	$478K	1971	0.05%	SOLE
49	ALPHABET INC	CAP STK CL A	$456K	1587	0.05%	SOLE
50	RTX CORPORATION	COM	$449K	2326	0.05%	SOLE

1–50 of 78

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.