13F-HR filed by Center for Financial Planning, Inc.
Center for Financial Planning, Inc. filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-10-14, with 665 holding rows worth $374,618,000.
- Accession
- 0001803557-22-000004
- Filer
- CIK 1803557
- Filed
- 2022-10-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 666 entries on the cover page, a total value of $374,618,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $374,618,000 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 |
|---|---|---|---|---|---|---|
| LIBERTY MEDIA CORP DEL | 531229607 | COM C SIRIUSXM | 71 | $3,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 40 | $2,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 38 | $2,000 | thousands by filing date | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 80 | $2,000 | thousands by filing date | |
| INTERPARFUMS INC COM | 458334109 | Stock | 31 | $2,000 | thousands by filing date | |
| LITTELFUSE INC COM | 537008104 | Stock | 10 | $2,000 | thousands by filing date | |
| COHEN & STEERS INC COM | 19247A100 | Stock | 33 | $2,000 | thousands by filing date | |
| LENNOX INTL INC COM | 526107107 | Stock | 10 | $2,000 | thousands by filing date | |
| GLOBUS MED INC CL A | 379577208 | Stock | 30 | $2,000 | thousands by filing date | |
| TRAVEL PLUS LEISURE CO COM | 894164102 | Stock | 48 | $2,000 | thousands by filing date | |
| TERADYNE INC COM | 880770102 | Stock | 33 | $2,000 | thousands by filing date | |
| CERENCE INC COM | 156727109 | Stock | 139 | $2,000 | thousands by filing date | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 43 | $2,000 | thousands by filing date | |
| XPENG INC ADS | 98422D105 | ADR | 150 | $2,000 | thousands by filing date | |
| UTZ BRANDS INC COM CL A | 918090101 | Stock | 153 | $2,000 | thousands by filing date | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 10 | $2,000 | thousands by filing date | |
| BLUE OWL CAPITAL INC COM CL A | 09581B103 | Stock | 200 | $2,000 | thousands by filing date | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 4 | $2,000 | thousands by filing date | |
| UGI CORP NEW COM | 902681105 | Stock | 49 | $2,000 | thousands by filing date | |
| EVERCORE INC CLASS A | 29977A105 | Stock | 22 | $2,000 | thousands by filing date | |
| PG&E CORP COM | 69331C108 | Stock | 200 | $2,000 | thousands by filing date | |
| ROLLINS INC COM | 775711104 | Stock | 56 | $2,000 | thousands by filing date | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 10 | $2,000 | thousands by filing date | |
| WATSCO INC COM | 942622200 | Stock | 8 | $2,000 | thousands by filing date | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 6 | $2,000 | thousands by filing date | |
| POWER INTEGRATIONS INC COM | 739276103 | Stock | 26 | $2,000 | thousands by filing date | |
| ELEMENT SOLUTIONS INC COM | 28618M106 | Stock | 109 | $2,000 | thousands by filing date | |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 159 | $2,000 | thousands by filing date | |
| WINGSTOP INC COM | 974155103 | Stock | 18 | $2,000 | thousands by filing date | |
| SHUTTERSTOCK INC COM | 825690100 | Stock | 35 | $2,000 | thousands by filing date | |
| DISCOVER FINL SVCS | 254709108 | COM | 18 | $2,000 | thousands by filing date | |
| ALLEGION PLC | G0176J109 | ORD SHS | 24 | $2,000 | thousands by filing date | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 13 | $2,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X434 | MSCI EAFE STRTGC | 29 | $2,000 | thousands by filing date | |
| INSPERITY INC | 45778Q107 | COM | 24 | $2,000 | thousands by filing date | |
| ABM INDS INC | 000957100 | COM | 50 | $2,000 | thousands by filing date | |
| ALLISON TRANSMISSION HLDGS I | 01973R101 | COM | 68 | $2,000 | thousands by filing date | |
| BRUNSWICK CORP | 117043109 | COM | 31 | $2,000 | thousands by filing date | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 45 | $2,000 | thousands by filing date | |
| SHOE STA GROUP INC | 824889109 | COM | 78 | $2,000 | thousands by filing date | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 24 | $2,000 | thousands by filing date | |
| CHESAPEAKE UTILS CORP | 165303108 | COM | 21 | $2,000 | thousands by filing date | |
| COGNEX CORP | 192422103 | COM | 60 | $2,000 | thousands by filing date | |
| CRA INTL INC | 12618T105 | COM | 25 | $2,000 | thousands by filing date | |
| EASTMAN KODAK CO | 277461406 | COM NEW | 350 | $2,000 | thousands by filing date | |
| KULICKE & SOFFA INDS INC | 501242101 | COM | 42 | $2,000 | thousands by filing date | |
| STANDEX INTL CORP | 854231107 | COM | 28 | $2,000 | thousands by filing date | |
| HAMILTON LANE INC | 407497106 | CL A | 34 | $2,000 | thousands by filing date | |
| RINGCENTRAL INC | 76680R206 | CL A | 55 | $2,000 | thousands by filing date | |
| TERADATA CORP DEL | 88076W103 | COM | 64 | $2,000 | thousands by filing date | |
| U S PHYSICAL THERAPY | 90337L108 | COM | 29 | $2,000 | thousands by filing date | |
| UFP INDUSTRIES INC | 90278Q108 | COM | 29 | $2,000 | thousands by filing date | |
| UMH PPTYS INC | 903002103 | COM | 119 | $2,000 | thousands by filing date | |
| UNIFIRST CORP MASS | 904708104 | COM | 9 | $2,000 | thousands by filing date | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 18 | $2,000 | thousands by filing date | |
| ISHARES TR | 464287861 | EUROPE ETF | 50 | $2,000 | thousands by filing date | |
| MATTEL INC | 577081102 | COM | 97 | $2,000 | thousands by filing date | |
| THE COOPER COMPANIES | 216648402 | COM NEW | 9 | $2,000 | thousands by filing date | |
| CRESTWOOD EQUITY PARTNERS LP U | 226344208 | UNIT LTD PARTNER | 87 | $2,000 | thousands by filing date | |
| CANADIAN PACIFIC RAILWAYS | 13645T100 | COM | 35 | $2,000 | thousands by filing date | |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 35 | $2,000 | thousands by filing date | |
| ORANGE SPONSORED ADR | 684060106 | SPONSORED ADR | 220 | $2,000 | thousands by filing date | |
| ANSYS INC COM | 03662Q105 | COM | 7 | $2,000 | thousands by filing date | |
| Federal Agric Mtg Corp Cl C | 313148306 | COM | 24 | $2,000 | thousands by filing date | |
| ASPEN TECHNOLOGY INC | 29109X106 | COM | 8 | $2,000 | thousands by filing date | |
| NEXPOINT RESIDENTIAL TR INC | 65341D102 | COM | 35 | $2,000 | thousands by filing date | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 50 | $2,000 | thousands by filing date | |
| MONRO INC | 610236101 | COMMON STOCK | 47 | $2,000 | thousands by filing date | |
| AUDIOCODES LTD | M15342104 | ORD | 81 | $2,000 | thousands by filing date | |
| OCCIDENTAL PETE CORP WT EXP 080327 | 674599162 | Stock | 50 | $2,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A532 | STATE STREET SPD | 27 | $2,000 | thousands by filing date | |
| Sohu.Com Ltd-Adr | 83410S108 | COM | 100 | $2,000 | thousands by filing date | |
| LISTED FDS TR | 53656F789 | ROUN SPOR BE ETF | 175 | $2,000 | thousands by filing date | |
| AIR LEASE CORP | 00912X302 | CL A | 63 | $2,000 | thousands by filing date | |
| ALTRA HOLDINGS INC | 02208R106 | COMMON STOCK | 47 | $2,000 | thousands by filing date | |
| SWITCH INC | 87105L104 | CL A | 48 | $2,000 | thousands by filing date | |
| Airbnb, Inc. Class A | 009066101 | COM | 10 | $1,000 | thousands by filing date | |
| iShares JP Morgan EM Local Ccy Bd ETF | 464286517 | SHS | 36 | $1,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 12 | $1,000 | thousands by filing date | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 12 | $1,000 | thousands by filing date | |
| HUBSPOTINC | 443573100 | STOK | 5 | $1,000 | thousands by filing date | |
| C3 AI INC | 12468P104 | CL A | 50 | $1,000 | thousands by filing date | |
| TRUMP MEDIA & TECHNOLOGY | 25400Q105 | COM | 84 | $1,000 | thousands by filing date | |
| INNOVATIVE INDL PPTYS INC COM | 45781V101 | REIT | 15 | $1,000 | thousands by filing date | |
| PENN ENTERTAINMENT INC COM | 707569109 | Stock | 20 | $1,000 | thousands by filing date | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 19 | $1,000 | thousands by filing date | |
| PHILLIPS 66 COM | 718546104 | Stock | 7 | $1,000 | thousands by filing date | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 14 | $1,000 | thousands by filing date | |
| BRIGHT HORIZONS FAM SOL IN DEL COM | 109194100 | Stock | 20 | $1,000 | thousands by filing date | |
| FOX CORP CL A COM | 35137L105 | Stock | 36 | $1,000 | thousands by filing date | |
| ALCON AG ORD SHS | H01301128 | Stock | 20 | $1,000 | thousands by filing date | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 17 | $1,000 | thousands by filing date | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 81 | $1,000 | thousands by filing date | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 100 | $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 | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 8 | $1,000 | thousands by filing date | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 250 | $1,000 | thousands by filing date | |
| FIRST TR EXCHNG TRADED FD VI | 33740U703 | FT VEST LADDERED | 63 | $1,000 | thousands by filing date | |
| THOR INDS INC | 885160101 | COM | 21 | $1,000 | thousands by filing date | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 26 | $1,000 | thousands by filing date | |
| TRI CONTL CORP | 895436103 | COM | 23 | $1,000 | thousands by filing date | |
| TELADOC HEALTH INC | 87918A105 | COM | 50 | $1,000 | thousands by filing date | |
| BRIGHTHOUSE FINL INC | 10922N103 | COM | 33 | $1,000 | thousands by filing date | |
| FULGENT GENETICS INC | 359664109 | COM | 20 | $1,000 | thousands by filing date | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 20 | $1,000 | thousands by filing date | |
| SCOTTS MIRACLE-GRO CO | 810186106 | CL A | 32 | $1,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 50 | $1,000 | thousands by filing date | |
| ADIENT PLC | G0084W101 | ORD SHS | 50 | $1,000 | thousands by filing date | |
| AGNT INC | 30212W100 | COM | 119 | $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 | |
| QUAKER HOUGHTON | 747316107 | COM | 10 | $1,000 | thousands by filing date | |
| MDU RES GROUP INC | 552690109 | COM | 50 | $1,000 | thousands by filing date | |
| AARONS CO INC | 00258W108 | COM | 98 | $1,000 | thousands by filing date | |
| KAISER ALUMINUM CORP | 483007704 | COM PAR $0.01 | 22 | $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 | |
| ARIS WATER SOLUTIONS INC | 04041L106 | CLASS A COM | 62 | $1,000 | thousands by filing date | |
| CANOPY GROWTH CORP | 138035100 | COM | 259 | $1,000 | thousands by filing date | |
| KENNEDY-WILSON HOLDINGS INC | 489398107 | COM | 77 | $1,000 | thousands by filing date | |
| LIBERTY BROADBAND A | 530307107 | COMMON STOCK | 10 | $1,000 | thousands by filing date | |
| ZOMEDICA CORP COM | 98980M109 | Stock | 5,000 | $1,000 | thousands by filing date | |
| TTEC HLDGS INC | 89854H102 | COM | 26 | $1,000 | thousands by filing date | |
| SUBURBAN PROPANE PARTNERS L.P. | 864482104 | COM | 43 | $1,000 | thousands by filing date | |
| Rent the Runway, Inc. | 76010Y103 | COM CL A | 525 | $1,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DELAWARE | 531229870 | COM SER A FRMLA | 10 | $1,000 | thousands by filing date | |
| SPIRIT AIRLS INC | 848577102 | COM | 27 | $1,000 | thousands by filing date | |
| LIBERTY MEDIA CORP DEL | 531229409 | COM A SIRIUSXM | 35 | $1,000 | thousands by filing date | |
| TITAN MED INC | 88830X819 | COM | 2,848 | $1,000 | thousands by filing date | |
| ARCIMOTO INC | 039587100 | COM | 395 | $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 Intermediate-Term US Treasury ETF | 808524854 | SHS | 2 | $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 | 4 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 8 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| BECTON DICKINSON & CO | 075887109 | COM | 2 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 500472303 | ADR | 29 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 139 | $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. |
| TELEFONICA BRASIL SA | 87936R205 | SPONSORED ADS | 57 | $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 | 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. |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 13 | $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. |
| LAM RESEARCH CORP | 512807108 | COM | 1 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ENHABIT INC | 29332G102 | COM | 21 | $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. |
| AVANOS MED INC | 05350V106 | COM | 3 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| AMC NETWORKS INC | 00164V103 | CL A | 16 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| ZIMVIE INC | 98888T107 | COM | 11 | $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. |
| ATHERSYS INC NEW COM NEW | 04744L205 | COM | 69 | $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. |
| ETFMG | 26924G508 | EXCHANGE TRADED | 58 | $0 | thousands by filing date | Value filed as zero, left out of ratios. |
| AURORA CANNABIS INC-NEW | 05156X884 | COM | 224 | $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. |
| 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. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803557-22-000004 | this filing | 2022-10-14 | acceptance time not in the bulk data set |