13F-HR filed by Center for Financial Planning, Inc.
Center for Financial Planning, Inc. filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-02, with 537 holding rows worth $433,552,511.
- Accession
- 0001803557-23-000002
- Filer
- CIK 1803557
- Filed
- 2023-05-02
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2023
A holdings report, 544 entries on the cover page, a total value of $433,552,511 stated on the cover page (in dollars after the unit check, H1), rows summing to $433,552,511 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| SPIRIT AIRLS INC | 848577102 | COM | 27 | $464 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 26 | $456 | dollars as filed | |
| CANOPY GROWTH CORP | 138035100 | COM | 259 | $454 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 10 | $453 | dollars as filed | |
| TELEFONICA BRASIL SA | 87936R205 | SPONSORED ADS | 57 | $432 | dollars as filed | |
| DNOW INC | 67011P100 | COMMON STOCK | 36 | $402 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 7 | $385 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 8 | $373 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 13 | $366 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 50 | $363 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 8 | $336 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 12 | $313 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 19 | $295 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 9 | $282 | dollars as filed | |
| AMC NETWORKS INC | 00164V103 | CL A | 16 | $282 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 10 | $246 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 5 | $244 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524748 | FUNDAMENTAL INTL | 6 | $199 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 4 | $188 | dollars as filed | |
| VISTEON CORP | 92839U206 | COM NEW | 1 | $157 | dollars as filed | |
| AURORA CANNABIS INC-NEW | 05156X884 | COM | 224 | $157 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229706 | COM A BRAVES GRP | 4 | $139 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 3 | $102 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 2 | $101 | dollars as filed | |
| ATHERSYS INC NEW COM NEW | 04744L205 | COM | 69 | $85 | dollars as filed | |
| QURATE RETAIL INC | 74915M100 | COM SER A | 80 | $80 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 11 | $80 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 4 | $78 | dollars as filed | |
| UNISYS CORP | 909214306 | COMMON STOCK | 20 | $78 | dollars as filed | |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 2 | $70 | dollars as filed | |
| CONDUENT INC | 206787103 | COM | 20 | $69 | dollars as filed | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 3 | $64 | dollars as filed | |
| DBX ETF TR | 233051846 | XTRACK INTL REAL | 2 | $43 | dollars as filed | |
| ARCIMOTO INC | 039587209 | Stock | 20 | $28 | dollars as filed | |
| CRESTWOOD EQUITY PARTNERS LP U | 226344208 | UNIT LTD PARTNER | 1 | $25 | dollars as filed | |
| ASENSUS SURGICAL INC | 04367G103 | COM | 16 | $11 | dollars as filed | |
| DSS INC | 26253C102 | COM | 1 | $1 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803557-23-000002 | this filing | 2023-05-02 | acceptance time not in the bulk data set |