13F-HR filed by Center for Financial Planning, Inc.
Center for Financial Planning, Inc. filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-09, with 572 holding rows worth $476,398,746.
- Accession
- 0001803557-23-000003
- Filer
- CIK 1803557
- Filed
- 2023-08-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2023
A holdings report, 572 entries on the cover page, a total value of $476,398,746 stated on the cover page (in dollars after the unit check, H1), rows summing to $476,398,746 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 |
|---|---|---|---|---|---|---|
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 52 | $1,743 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 10 | $1,698 | dollars as filed | |
| SITE CENTERS CORP | 82981J109 | COM | 125 | $1,653 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 20 | $1,643 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 20 | $1,603 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 50 | $1,597 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 9 | $1,565 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229854 | COM SER C FRMLA | 20 | $1,506 | dollars as filed | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 27 | $1,387 | dollars as filed | |
| NIKOLA CORP | 654110105 | COM | 1,000 | $1,380 | dollars as filed | |
| EDGEWELL PERSONAL CARE CO | 28035Q102 | COM | 32 | $1,322 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 10 | $1,282 | dollars as filed | |
| TELADOC HEALTH INC | 87918A105 | COM | 50 | $1,266 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 36 | $1,224 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 17 | $1,154 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229409 | COM A SIRIUSXM | 35 | $1,149 | dollars as filed | |
| Sohu.Com Ltd-Adr | 83410S108 | COM | 100 | $1,102 | dollars as filed | |
| TRUMP MEDIA & TECHNOLOGY | 25400Q105 | COM | 84 | $1,056 | dollars as filed | |
| Rent the Runway, Inc. | 76010Y103 | COM CL A | 525 | $1,040 | dollars as filed | |
| ZOMEDICA CORP COM | 98980M109 | Stock | 5,000 | $1,000 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 13 | $984 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 27 | $954 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 12 | $949 | dollars as filed | |
| EASTMAN KODAK CO | 277461406 | COM NEW | 200 | $924 | dollars as filed | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 250 | $918 | dollars as filed | |
| TRANSOCEAN LTD REGISTERED SHS | H8817H100 | Stock | 130 | $912 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 14 | $905 | dollars as filed | |
| LIBERTY BROADBAND A | 530307107 | COMMON STOCK | 10 | $798 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 15 | $787 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 100 | $753 | dollars as filed | |
| FULGENT GENETICS INC | 359664109 | COM | 20 | $741 | dollars as filed | |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 27 | $722 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 174 | $709 | dollars as filed | |
| LIBERTY MEDIA CORP DELAWARE | 531229870 | COM SER A FRMLA | 10 | $677 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 7 | $668 | dollars as filed | |
| TRI CONTL CORP | 895436103 | COM | 23 | $631 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 12 | $629 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 10 | $562 | dollars as filed | |
| TELEFONICA BRASIL SA | 87936R205 | SPONSORED ADS | 57 | $521 | dollars as filed | |
| PENN ENTERTAINMENT INC COM | 707569109 | Stock | 20 | $481 | dollars as filed | |
| SPIRIT AIRLS INC | 848577102 | COM | 27 | $464 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 12 | $463 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 50 | $412 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 7 | $403 | dollars as filed | |
| DNOW INC | 67011P100 | COMMON STOCK | 36 | $373 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 8 | $351 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 12 | $322 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 19 | $317 | dollars as filed | |
| ARRIVAL | L0423Q124 | COM NEW | 120 | $310 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 9 | $291 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 13 | $281 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 5 | $253 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 10 | $247 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524748 | FUNDAMENTAL INTL | 6 | $200 | dollars as filed | |
| AMC NETWORKS INC | 00164V103 | CL A | 16 | $192 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 4 | $185 | dollars as filed | |
| VISTEON CORP | 92839U206 | COM NEW | 1 | $144 | dollars as filed | |
| AURORA CANNABIS INC-NEW | 05156X884 | COM | 224 | $120 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 3 | $102 | dollars as filed | |
| CANOPY GROWTH CORP | 138035100 | COM | 259 | $101 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 2 | $99 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 8 | $90 | dollars as filed | |
| QURATE RETAIL INC | 74915M100 | COM SER A | 80 | $80 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 4 | $79 | dollars as filed | |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 2 | $69 | dollars as filed | |
| CONDUENT INC | 206787103 | COM | 20 | $68 | dollars as filed | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 3 | $64 | dollars as filed | |
| ATHERSYS INC NEW COM NEW | 04744L205 | COM | 69 | $61 | dollars as filed | |
| DBX ETF TR | 233051846 | XTRACK INTL REAL | 2 | $41 | dollars as filed | |
| ARCIMOTO INC | 039587209 | Stock | 20 | $30 | dollars as filed | |
| ASENSUS SURGICAL INC | 04367G103 | COM | 16 | $9 | dollars as filed | |
| DSS INC | 26253C102 | COM | 1 | $1 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001803557-23-000003 | this filing | 2023-08-09 | acceptance time not in the bulk data set |