13F-HR filed by Center for Financial Planning, Inc.
Center for Financial Planning, Inc. filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-11, with 591 holding rows worth $295,641,000.
- Accession
- 0001803557-20-000002
- Filer
- CIK 1803557
- Filed
- 2020-05-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 592 entries on the cover page, a total value of $295,641,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $295,641,000 with VALUE read as thousands by filing date, 13F file number 028-20001. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 64 | $2,000 | thousands by filing date | |
| PRUDENTIAL PLC ADR | 74435K204 | ADR | 63 | $2,000 | thousands by filing date | |
| SANOFI SA SPONSORED ADR | 80105N105 | ADR | 39 | $2,000 | thousands by filing date | |
| WILLIAMS COS INC COM | 969457100 | Stock | 169 | $2,000 | thousands by filing date | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 42 | $2,000 | thousands by filing date | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 45 | $2,000 | thousands by filing date | |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | 099502106 | Stock | 25 | $2,000 | thousands by filing date | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 529 | $2,000 | thousands by filing date | |
| WISDOMTREE TR | 97717X511 | YIELD ENHANCD US | 41 | $2,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 72 | $2,000 | thousands by filing date | |
| GLOBAL X FDS | 37954Y871 | GLOBAL X URANIUM | 200 | $2,000 | thousands by filing date | |
| ABB LTD-ADR | 000375204 | SPONSORED ADR | 103 | $2,000 | thousands by filing date | |
| DISCOVERY INC | 25470F302 | COM SER C | 120 | $2,000 | thousands by filing date | |
| IAA INC | 449253103 | COM | 68 | $2,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 51 | $2,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X855 | ST STR INFRA ETF | 51 | $2,000 | thousands by filing date | |
| NN INC | 629337106 | COM | 1,000 | $2,000 | thousands by filing date | |
| Apollo Global Management Inc | 03768E105 | COM CL A | 57 | $2,000 | thousands by filing date | |
| AURORA CANNABIS INC | 05156X108 | COMMON STOCK-FO | 2,500 | $2,000 | thousands by filing date | |
| SUPERIOR INDS INTL INC | 868168105 | COM | 2,000 | $2,000 | thousands by filing date | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 8 | $1,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 13 | $1,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 18 | $1,000 | thousands by filing date | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 17 | $1,000 | thousands by filing date | |
| DATADOGINCCLASSA | 23804L103 | STOK | 29 | $1,000 | thousands by filing date | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 25 | $1,000 | thousands by filing date | |
| BANCO SANTANDER SA ADR | 05964H105 | ADR | 554 | $1,000 | thousands by filing date | |
| BARCLAYS PLC ADR | 06738E204 | ADR | 209 | $1,000 | thousands by filing date | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 30 | $1,000 | thousands by filing date | |
| CNH INDL N V SHS | N20944109 | Stock | 206 | $1,000 | thousands by filing date | |
| RANGE RES CORP COM | 75281A109 | Stock | 287 | $1,000 | thousands by filing date | |
| BRIGHT HORIZONS FAM SOL IN DEL COM | 109194100 | Stock | 13 | $1,000 | thousands by filing date | |
| WABTEC COM | 929740108 | Stock | 24 | $1,000 | thousands by filing date | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 13 | $1,000 | thousands by filing date | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 160 | $1,000 | thousands by filing date | |
| POSCO HOLDINGS INC SPONSORED ADR | 693483109 | ADR | 31 | $1,000 | thousands by filing date | |
| NUTRIEN LTD COM | 67077M108 | Stock | 40 | $1,000 | thousands by filing date | |
| UBS GROUP AG SHS | H42097107 | Stock | 122 | $1,000 | thousands by filing date | |
| CAE INC COM | 124765108 | Stock | 94 | $1,000 | thousands by filing date | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 100 | $1,000 | thousands by filing date | |
| COCA-COLA FEMSA SAB DE CV SPONS ADS REP | 191241108 | ADR | 18 | $1,000 | thousands by filing date | |
| ITAU UNIBANCO HLDG S A SPON ADR REP PFD | 465562106 | ADR | 202 | $1,000 | thousands by filing date | |
| BXP INC COM | 101121101 | REIT | 14 | $1,000 | thousands by filing date | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 100 | $1,000 | thousands by filing date | |
| MODERNA INC | 60770K107 | COM | 45 | $1,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 28 | $1,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 39 | $1,000 | thousands by filing date | |
| SENSATA TECHNOLOGIES HLDG PL | g8060n102 | SHS | 45 | $1,000 | thousands by filing date | |
| EDGEWELL PERSONAL CARE CO | 28035Q102 | COM | 32 | $1,000 | thousands by filing date | |
| TERADATA CORP DEL | 88076W103 | COM | 64 | $1,000 | thousands by filing date | |
| MATTEL INC | 577081102 | COM | 97 | $1,000 | thousands by filing date | |
| PIMCO Investment Grade Co | 72201R817 | INV GRD CRP BD | 10 | $1,000 | thousands by filing date | |
| MAXIM INTEGRATED PRODS INC | 57772K101 | COM | 21 | $1,000 | thousands by filing date | |
| APACHE CORP | 037411105 | COM | 262 | $1,000 | thousands by filing date | |
| CNOOC LIMITED | 126132109 | SPONSORED ADR | 8 | $1,000 | thousands by filing date | |
| SITE CENTERS CORP | 82981J109 | COM | 125 | $1,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DEL | 531229854 | COM SER C FRMLA | 20 | $1,000 | thousands by filing date | |
| PERSPECTA INC | 715347100 | COM | 29 | $1,000 | thousands by filing date | |
| SUNCOKE ENERGY INC | 86722A103 | COMMON STOCK | 218 | $1,000 | thousands by filing date | |
| RPC INC | 749660106 | COMMON STOCK | 500 | $1,000 | thousands by filing date | |
| LIBERTY BROADBAND A | 530307107 | COMMON STOCK | 10 | $1,000 | thousands by filing date | |
| SUBURBAN PROPANE PARTNERS L.P. | 864482104 | COM | 43 | $1,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A532 | STATE STREET SPD | 16 | $1,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DEL | 531229409 | COM A SIRIUSXM | 35 | $1,000 | thousands by filing date | |
| UNITED STATES OIL FUND LP | 91232N108 | UNITS | 240 | $1,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 10 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CERENCE INC COM | 156727109 | Stock | 25 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | 824596100 | ADR | 21 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| GAP INC COM | 364760108 | Stock | 10 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 130 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 27 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 174 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| TRI CONTL CORP | 895436103 | COM | 21 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CAPRI HOLDINGS LIMITED | G1890L107 | SHS | 43 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| GARRETT MOTION INC | 366505105 | COM | 40 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ADIENT PLC | G0084W101 | ORD SHS | 50 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| U S PHYSICAL THERAPY | 90337L108 | COM | 1 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| VISTEON CORP | 92839U206 | COM NEW | 1 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CRESTWOOD EQUITY PARTNERS LP U | 226344208 | UNIT LTD PARTNER | 87 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CALIFORNIA RES CORP | 13057Q206 | COM NEW | 19 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ALLERGAN PLC | G0177J108 | SHS | 1 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| CHESEPEAKE ENERGY CORP | 165167107 | COM | 1,500 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| FRONTIER COMMUNICATIONS CORP | 35906A306 | COM NEW | 6 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| LIBERTY MEDIA CORP DELAWARE | 531229870 | COM SER A FRMLA | 10 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| LIBERTY | 531229888 | COMMON STOCK | 14 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| LIONS GATE ENTMNT CORP | 535919500 | CL B NON VTG | 24 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| LIBERTY MEDIA CORP DEL | 531229706 | COM A BRAVES GRP | 4 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| BRISTOL-MYERS SQUIBB CO | 110122157 | RIGHT 99/99/9999 | 54 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| RETAIL VALUE INC | 76133Q102 | COM | 12 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| TRANSENTERIX INC | 89366M300 | COM | 16 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| DOCUMENT SEC SYS INC COM NEW | 25614T200 | Stock | 3 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803557-20-000002 | this filing | 2020-05-11 | acceptance time not in the bulk data set |