Instuitional Investor - Planning Center, Inc.
Fund Profile
Filing Period:
| Fund Name: | Planning Center, Inc. |
| Portfolio Value | $844,893,655 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,801,439 | $142,117,000 | 16.82% | |
| 2. | Dimensional Etf Trust | 2,265,253 | $107,644,823 | 12.74% | |
| 3. | Dimensional Etf Trust | 2,916,306 | $76,407,229 | 9.04% | |
| 4. | Dimensional Etf Trust | 2,022,756 | $66,730,711 | 7.9% | |
| 5. | Dimensional Etf Trust | 1,235,376 | $64,548,396 | 7.64% |
