Instuitional Investor - Planning Center, Inc.
Fund Profile
Filing Period:
| Fund Name: | Planning Center, Inc. |
| Portfolio Value | $788,291,744 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,495,610 | $126,252,910 | 16.01% | |
| 2. | Dimensional Etf Trust | 2,047,397 | $95,981,971 | 12.17% | |
| 3. | Dimensional Etf Trust | 2,914,747 | $72,460,614 | 9.19% | |
| 4. | Dimensional Etf Trust | 2,022,821 | $69,969,392 | 8.87% | |
| 5. | Dimensional Etf Trust | 1,179,388 | $61,705,580 | 7.82% |
