Instuitional Investor - Planning Center, Inc.
Fund Profile
Filing Period:
| Fund Name: | Planning Center, Inc. |
| Portfolio Value | $431,272,695 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,800,507 | $68,388,377 | 15.85% | |
| 2. | Dimensional Etf Trust | 2,123,949 | $62,083,020 | 14.39% | |
| 3. | Dimensional Etf Trust | 1,599,476 | $45,761,008 | 10.61% | |
| 4. | Dimensional Etf Trust | 1,667,386 | $42,785,125 | 9.92% | |
| 5. | Dimensional Etf Trust | 868,344 | $29,836,313 | 6.91% |
