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Planning Center, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Planning Center, Inc.

报告期 2026-03-31 · CIK 0001910966

持仓数

78

前50大市值合计

$979.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DUSB DIMENSIONAL ETF TRUST

ULTRASHORT FIXED

$180.2M

3,552,627

18.4%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$134.5M

2,808,255

13.7%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$82.7M

2,434,023

8.4%

DFGX DIMENSIONAL ETF TRUST

DIMENSIONAL INTE

$81.4M

1,552,569

8.3%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$73.0M

1,877,973

7.5%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$60.7M

1,652,225

6.2%

DIHP DIMENSIONAL ETF TRUST

INTL HIGH PROFIT

$58.9M

1,827,243

6.0%

DFIP DIMENSIONAL ETF TRUST

INFLATION PROTE

$44.2M

1,058,790

4.5%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$35.6M

673,881

3.6%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$34.5M

711,348

3.5%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$29.2M

467,598

3.0%

DISV DIMENSIONAL ETF TRUST

INTL SMALL CAP V

$27.2M

688,458

2.8%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$21.4M

300,467

2.2%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$16.6M

481,746

1.7%

DFGR DIMENSIONAL ETF TRUST

GLOBAL REAL EST

$14.5M

547,107

1.5%

DFIS DIMENSIONAL ETF TRUST

INTL SMALL CAP E

$13.9M

411,631

1.4%

DFSB DIMENSIONAL ETF TRUST

GLOBAL SUSTAINA

$9.8M

188,959

1.0%

AAPL APPLE INC

COM

$8.1M

31,895

0.8%

DE DEERE & CO

COM

$7.9M

14,064

0.8%

DFSI DIMENSIONAL ETF TRUST

INTERNATIONAL

$7.7M

181,791

0.8%

DFSU DIMENSIONAL ETF TRUST

US SUSTAINABILTY

$7.6M

184,743

0.8%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.2M

6,625

0.3%

VGUS VANGUARD INSTL INDEX FD

ULTRA-SHORT TREA

$1.8M

24,223

0.2%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$1.8M

8,408

0.2%

MSFT MICROSOFT CORP

COM

$1.8M

4,809

0.2%

NVDA NVIDIA CORPORATION

COM

$1.6M

9,177

0.2%

DFSE DIMENSIONAL ETF TRUST

EMERGING MARKETS

$1.5M

36,373

0.2%

AMZN AMAZON COM INC

COM

$1.4M

6,878

0.1%

JPM JPMORGAN CHASE & CO

COM

$1.2M

4,091

0.1%

CAT CATERPILLAR INC

COM

$1.1M

1,618

0.1%

VTES VANGUARD WELLINGTON FD

SHORT TRM TAX EX

$1.1M

10,664

0.1%

HD HOME DEPOT INC

COM

$1.1M

3,248

0.1%

IVV ISHARES TR

CORE S&P500 ETF

$980.1K

1,501

0.1%

ORCL ORACLE CORP

COM

$937.9K

6,376

0.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$923.5K

1,420

0.1%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$911.6K

31,296

0.1%

PG PROCTER & GAMBLE CO

COM

$875.8K

6,063

0.1%

WMT WALMART INC

COM

$764.4K

6,151

0.1%

JNJ JOHNSON & JOHNSON

COM

$752.6K

3,079

0.1%

VTV VANGUARD INDEX FDS

VALUE ETF

$691.1K

3,523

0.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$654.8K

2,041

0.1%

IVW ISHARES TR

S&P 500 GRWT ETF

$580.9K

5,136

0.1%

ISRG INTUITIVE SURGICAL INC

COM NEW

$553.6K

1,201

0.1%

V VISA INC

COM CL A

$539.2K

1,784

0.1%

GOOG ALPHABET INC

CAP STK CL C

$537.5K

1,874

0.1%

LLY ELI LILLY & CO

COM

$515.1K

560

0.1%

VBIL VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL

$482.9K

6,384

0.0%

IBM INTERNATIONAL BUSINESS MACHS

COM

$477.6K

1,971

0.0%

GOOGL ALPHABET INC

CAP STK CL A

$456.3K

1,587

0.0%

RTX RTX CORPORATION

COM

$448.6K

2,326

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

63%前 6 大占比

DUSB18.4%DFSD13.7%DFAX8.4%DFGX8.3%DFAC7.5%DUHP6.2%