13F-HR filed by Center for Financial Planning, Inc.
Center for Financial Planning, Inc. filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-05-03, with 555 holding rows worth $487,787,000.
- Accession
- 0001803557-22-000002
- Filer
- CIK 1803557
- Filed
- 2022-05-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 556 entries on the cover page, a total value of $487,787,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $487,787,000 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 |
|---|---|---|---|---|---|---|
| PENTAIR PLC SHS | G7S00T104 | Stock | 14 | $1,000 | thousands by filing date | |
| AMETEK INC COM | 031100100 | Stock | 5 | $1,000 | thousands by filing date | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 6 | $1,000 | thousands by filing date | |
| FOX CORP CL A COM | 35137L105 | Stock | 36 | $1,000 | thousands by filing date | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 1 | $1,000 | thousands by filing date | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 7 | $1,000 | thousands by filing date | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 2 | $1,000 | thousands by filing date | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 130 | $1,000 | thousands by filing date | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 10 | $1,000 | thousands by filing date | |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 27 | $1,000 | thousands by filing date | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 174 | $1,000 | thousands by filing date | |
| ORION PROPERTIES INC COM | 68629Y103 | REIT | 58 | $1,000 | thousands by filing date | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 250 | $1,000 | thousands by filing date | |
| BARCLAYS BANK PLC | 06738C778 | DJUBS CMDT ETN36 | 29 | $1,000 | thousands by filing date | |
| TRI CONTL CORP | 895436103 | COM | 23 | $1,000 | thousands by filing date | |
| FULGENT GENETICS INC | 359664109 | COM | 20 | $1,000 | thousands by filing date | |
| EDGEWELL PERSONAL CARE CO | 28035Q102 | COM | 32 | $1,000 | thousands by filing date | |
| EDITAS MEDICINE INC | 28106W103 | COM | 50 | $1,000 | thousands by filing date | |
| PLUG PWR INC | 72919P202 | COM NEW | 20 | $1,000 | thousands by filing date | |
| WEX INC | 96208T104 | COM | 5 | $1,000 | thousands by filing date | |
| LAM RESEARCH CORP | 512807108 | COM | 2 | $1,000 | thousands by filing date | |
| DISCOVERY INC | 25470F104 | COM SER A | 40 | $1,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DEL | 531229854 | COM SER C FRMLA | 20 | $1,000 | thousands by filing date | |
| AMC NETWORKS INC | 00164V103 | CL A | 16 | $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 | |
| LIBERTY MEDIA CORP DELAWARE | 531229870 | COM SER A FRMLA | 10 | $1,000 | thousands by filing date | |
| PING IDENTITY HOLDING CORP | 72341T103 | COMMON STOCK | 50 | $1,000 | thousands by filing date | |
| ETFMG | 26924G508 | EXCHANGE TRADED | 57 | $1,000 | thousands by filing date | |
| AURORA CANNABIS INC-NEW | 05156X884 | COM | 224 | $1,000 | thousands by filing date | |
| ATHERSYS INC | 04744L106 | COM | 1,742 | $1,000 | thousands by filing date | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 12 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 8 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 3 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| Uber Technologies | 90353T100 | COM | 10 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| BIOGEN INC COM | 09062X103 | Stock | 1 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 2 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 9 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| DBX ETF TR | 233051846 | XTRACK INTL REAL | 2 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 7 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 10 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 5 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 3 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SCHWAB STRATEGIC TR | 808524748 | FUNDAMENTAL INTL | 6 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| SMUCKER J M CO | 832696405 | COM NEW | 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. |
| SARATOGA INVESTMENT CORP | 80349A208 | COM NEW | 2 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| QURATE RETAIL INC | 74915M100 | COM SER A | 80 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| DNOW INC | 67011P100 | COMMON STOCK | 36 | $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. |
| LIBERTY MEDIA CORP DEL | 531229706 | COM A BRAVES GRP | 4 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| VELODYNE LIDAR INC | 92259F101 | COM | 175 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ASENSUS SURGICAL INC | 04367G103 | COM | 16 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| DSS INC | 26253C102 | COM | 1 | $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. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803557-22-000002 | this filing | 2022-05-03 | acceptance time not in the bulk data set |