Center for Financial Planning, Inc. Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$961K

Holdings

702

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (702 positions)

#	Stock	Shares	Value	% Portfolio
1	AGGISHARES TR	1,030,946	$103.0M	10713.60%
2	AQLTISHARES TR	1,100,810	$98.5M	10246.12%
3	VBVANGUARD INDEX FDS	255,199	$65.8M	6848.92%
4	VOVANGUARD INDEX FDS	165,038	$47.9M	4982.76%
5	VWOVANGUARD INTL EQUITY INDEX F	574,323	$30.9M	3212.31%
6	QUALISHARES TR	91,876	$18.2M	1898.63%
7	VBRVANGUARD INDEX FDS	57,300	$12.1M	1262.28%
8	MSFTMICROSOFT CORP	23,886	$11.6M	1201.83%
9	VXUSVANGUARD STAR FDS	133,417	$10.1M	1047.12%
10	AAPLAPPLE INC	32,000	$8.7M	905.09%
11	GOOGALPHABET INC	19,542	$6.1M	638.01%
12	AMZNAMAZON COM INC	24,790	$5.7M	595.35%
13	JPMJPMORGAN CHASE & CO.	17,344	$5.6M	581.41%
14	VUGVANGUARD INDEX FDS	8,899	$4.3M	451.66%
15	VSSVANGUARD INTL EQUITY INDEX F	28,440	$4.1M	424.09%
16	ABBVABBVIE INC	17,433	$4.0M	414.41%
17	JNJJOHNSON & JOHNSON	16,009	$3.3M	344.70%
18	LMBSFIRST TR EXCHANGE-TRADED FD	65,971	$3.3M	343.04%
19	IJHISHARES TR	49,937	$3.3M	342.83%
20	VBKVANGUARD INDEX FDS	10,858	$3.3M	341.27%
21	AVGOBROADCOM INC	9,431	$3.3M	339.61%
22	RJFRAYMOND JAMES FINL INC	19,281	$3.1M	322.13%
23	FSIGFIRST TR EXCHANGE-TRADED FD	154,976	$3.0M	309.33%
24	NEENEXTERA ENERGY INC	35,549	$2.9M	296.84%
25	PGPROCTER AND GAMBLE CO	19,485	$2.8M	290.50%
26	VTIVANGUARD INDEX FDS	7,965	$2.7M	277.80%
27	BUFRFIRST TR EXCHNG TRADED FD VI	77,342	$2.6M	275.62%
28	AXPAMERICAN EXPRESS CO	6,614	$2.4M	254.50%
29	ABTABBOTT LABS	17,660	$2.2M	230.15%
30	VTVVANGUARD INDEX FDS	11,487	$2.2M	228.17%
31	EAGGISHARES TR	45,295	$2.2M	225.47%
32	CRMSALESFORCE INC	7,766	$2.1M	214.02%
33	MSIMOTOROLA SOLUTIONS INC	4,997	$1.9M	199.25%
34	PEPPEPSICO INC	13,329	$1.9M	198.94%
35	XOMEXXON MOBIL CORP	15,681	$1.9M	196.33%
36	CVXCHEVRON CORP NEW	12,362	$1.9M	196.02%
37	VVVANGUARD INDEX FDS	5,774	$1.8M	189.05%
38	GOOGLALPHABET INC	5,661	$1.8M	184.27%
39	SYKSTRYKER CORPORATION	4,943	$1.7M	180.73%
40	HDHOME DEPOT INC	4,960	$1.7M	177.50%
41	CLCOLGATE PALMOLIVE CO	21,512	$1.7M	176.77%
42	NVDANVIDIA CORPORATION	8,814	$1.6M	170.95%
43	MCDMCDONALDS CORP	5,377	$1.6M	170.95%
44	IJRISHARES TR	13,540	$1.6M	169.28%
45	KOCOCA COLA CO	23,267	$1.6M	169.18%
46	WMTWALMART INC	12,839	$1.4M	148.79%
47	ETNEATON CORP PLC	4,350	$1.4M	144.10%
48	TSLATESLA INC	2,950	$1.3M	137.96%
49	MRKMERCK & CO INC	12,110	$1.3M	132.55%
50	VTEBVANGUARD MUN BD FDS	24,299	$1.2M	127.04%
51	MMM3M CO	7,410	$1.2M	123.40%
52	VIGVANGUARD SPECIALIZED FUNDS	5,043	$1.1M	115.28%
53	UNPUNION PAC CORP	4,705	$1.1M	113.20%
54	ITWILLINOIS TOOL WKS INC	4,233	$1.0M	108.42%
55	ISTBISHARES TR	20,845	$1.0M	105.71%
56	VEAVANGUARD TAX-MANAGED FDS	16,254	$1.0M	105.61%
57	4I1PHILIP MORRIS INTL INC	6,032	$967K	100.61%
58	DTEDTE ENERGY CO	7,473	$963K	100.20%
59	PRFINVESCO EXCHANGE TRADED FD T	20,378	$956K	99.47%
60	IBMINTERNATIONAL BUSINESS MACHS	3,165	$937K	97.49%
61	DFUSDIMENSIONAL ETF TRUST	12,183	$903K	93.95%
62	EMREMERSON ELEC CO	6,779	$899K	93.54%
63	IWRISHARES TR	9,021	$868K	90.31%
64	DALDELTA AIR LINES INC DEL	12,292	$853K	88.75%
65	IWNISHARES TR	4,699	$840K	87.40%
66	MPCMARATHON PETE CORP	5,021	$816K	84.90%
67	AMTAMERICAN TOWER CORP NEW	4,571	$802K	83.44%
68	IWMISHARES TR	3,238	$797K	82.92%
69	OMCOMNICOM GROUP INC	9,818	$792K	82.40%
70	CSCOCISCO SYS INC	10,086	$776K	80.74%
71	AMDADVANCED MICRO DEVICES INC	3,513	$752K	78.24%
72	TTTRANE TECHNOLOGIES PLC	1,871	$728K	75.75%
73	FFORD MTR CO	55,195	$724K	75.33%
74	PGRPROGRESSIVE CORP	3,171	$722K	75.12%
75	DHRDANAHER CORPORATION	3,057	$699K	72.73%
76	IJSISHARES TR	6,102	$693K	72.10%
77	VDEVANGUARD WORLD FD	5,494	$691K	71.90%
78	CBCHUBB LIMITED	2,210	$689K	71.69%
79	ADIANALOG DEVICES INC	2,405	$652K	67.84%
80	VVISA INC	1,835	$643K	66.90%
81	BUFDFIRST TR EXCHNG TRADED FD VI	21,862	$617K	64.20%
82	DFUVDIMENSIONAL ETF TRUST	13,216	$615K	63.99%
83	QSPTFIRST TR EXCHNG TRADED FD VI	18,950	$600K	62.43%
84	DOVDOVER CORP	3,074	$600K	62.43%
85	CMECME GROUP INC	2,173	$593K	61.70%
86	SCHVSCHWAB STRATEGIC TR	19,533	$578K	60.14%
87	4DHDANA INC	24,000	$570K	59.31%
88	RTXRTX CORPORATION	3,021	$554K	57.64%
89	USBUS BANCORP DEL	10,353	$552K	57.43%
90	GISGENERAL MLS INC	11,066	$514K	53.48%
91	BACVERIZON COMMUNICATIONS INC	12,610	$513K	53.38%
92	JCIJOHNSON CTLS INTL PLC	4,213	$504K	52.44%
93	EVSDMORGAN STANLEY ETF TRUST	9,810	$504K	52.44%
94	EFAISHARES TR	5,103	$490K	50.98%
95	MDTMEDTRONIC PLC	5,106	$490K	50.98%
96	APDAIR PRODS & CHEMS INC	1,934	$477K	49.63%
97	IYWISHARES TR	2,384	$476K	49.53%
98	VHTVANGUARD WORLD FD	1,645	$473K	49.21%
99	DRIDARDEN RESTAURANTS INC	2,554	$469K	48.80%
100	TJXTJX COS INC NEW	2,996	$460K	47.86%

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