Equal-WT
WhaleScore 2.0
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Center FOR Financial Planning is based out of Southfied. Center FOR Financial Planning is a large advisory firm with 1322 clients and discretionary assets under management (AUM) of $1,289,317,552 (Form ADV from 2023-03-29). Their last reported 13F filing for Q4 2023 included $544,159,961 in managed 13F securities
and a top 10 holdings concentration of 75.39%. Center FOR Financial Planning's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 450,106. Whalewisdom has at least 18 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VOO VANGUARD 500 INDEX F | 2.02% |
VB VANGUARD SMALL-CAP I | 0.53% |
VBK VANGUARD SMALL-CAP G | 0.52% |
VBR VANGUARD SMALL-CAP V | 0.4% |
VSS VANGUARD FTSE ALL-WO | 0.07% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
QUAL iShares MSCI USA Qua | 0.3% |
BRK.B Berkshire Hathaway I | 0.14% |
CVX Chevron Corp. (Stand | 0.13% |
XOM ExxonMobil Corp. (St | 0.11% |
MCK McKesson Corp. | 0.09% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VOO VANGUARD 500 INDEX F | 36.13% |
IEFA iShares Core MSCI EA | 12.52% |
VBR VANGUARD SMALL-CAP V | 7.84% |
VB VANGUARD SMALL-CAP I | 5.16% |
VWO VANGUARD EMERGING MA | 3.92% |
2023-12-31
13F Activity
Market Value | $0.54b, Prior: $463m |
New Purchases | 19 stocks |
Added To | 74 stocks |
Sold out of | 13 stocks |
Reduced holdings in | 62 stocks |
Top 10 Holdings % | 75.39% |
Turnover %[1] | 6.11% |
Turnover Alt %[2] | 0.5% |
Time Held Top 20 | 11.7 quarters |
Time Held Top 10 | 13.6 quarters |
Time Held All | 12.36 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31