Planning Center, Inc. - Portfolio overview

Planning Center, Inc. has 79 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DUSB - DIMENSIONAL ETF TRUST, 18.24%
2. DFSD - DIMENSIONAL ETF TRUST, 13.62%
3. DFAX - DIMENSIONAL ETF TRUST, 8.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.