StockDriftsStockDriftsTop 50 Center for Financial Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 33.95% | 544.2K | $325.2M | +0.53%(+2.87K) | $377.53(+80.76%) | 2026-03-31 | |
| AGG | ISHARES TR | 10.92% | 1.05M | $104.6M | +2.21%(+22.76K) | $98.50(+0.18%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 7.68% | 1.61M | $73.6M | +1299466.13%(+1.61M) | $45.03(+11.64%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 6.98% | 255.4K | $66.9M | +0.08%(+193) | $198.36(+44.01%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 5.03% | 167.8K | $48.2M | +1.67%(+2.75K) | $67.53(+14.08%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.12% | 435.6K | $39.4M | -60.43%(-665.18K) | $65.18(+49.02%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.26% | 578.0K | $31.2M | +0.65%(+3.73K) | $41.80(+43.41%) | 2026-03-31 | |
| QUAL | ISHARES TR | 1.81% | 90.6K | $17.4M | -1.42%(-1.31K) | $96.30(+119.07%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1.42% | 19 | $13.6M | +0.00%(+0) | $325711.00(+123.36%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 1.26% | 55.8K | $12.1M | -2.68%(-1.54K) | $140.39(+63.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.23% | +45.17% |
| Top 20 Holdings Unweighted | +13.57% | +46.48% |
Sign up free to track Center for Financial Planning, Inc., compare funds side by side, and get alerts the moment positions change.