Investor
Planning Center, Inc.
CIK 0001910966 · filed 2026-04-28 · SEC filing
13F book
$987.1M
Positions
78
4 new · 2 sold
Largest name
18.3%
Dimensnl Ultrashrt Fixed
Est. mark
$6.2M
Price effect on 74 names still held. Flow $1.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Dimensnl Ultrashrt Fixed | — | 3.55M | $180.2M | 18.3% | $205K | Added$7.09M |
| Dimensional Etf Trust | — | 2.81M | $134.5M | 13.6% | −$188.6K | Added$5.28M |
| Dimensional Etf Trust | — | 2.43M | $82.7M | 8.4% | $3.02M | Cut−$2.7M |
| Dimensional Etf Trust | — | 1.55M | $81.4M | 8.3% | −$272.3K | Added$3.75M |
| Dimensional Etf Trust | — | 1.88M | $73M | 7.4% | −$1.37M | Cut−$3.1M |
| Dimensional Etf Trust | — | 1.65M | $60.7M | 6.2% | −$2.05M | Added−$775.5K |
| Dimensional Etf Trust | — | 1.83M | $58.9M | 6.0% | $1.01M | Cut$101K |
| Dimensional Etf Trust | — | 1.06M | $44.2M | 4.5% | $167.7K | Added$1.93M |
| Dimensional Etf Trust | — | 673.9K | $35.6M | 3.6% | $1.94M | Cut−$1.7M |
| Dimensional Etf Trust | — | 711.3K | $34.5M | 3.5% | $1.33M | Cut−$849.6K |
| Dimensional Etf Trust | — | 467.6K | $29.2M | 3.0% | $1.34M | Added$1.75M |
| Dimensional Etf Trust | — | 688.5K | $27.2M | 2.8% | $991.4K | Cut−$673.5K |
| Dimensional Etf Trust | — | 300.5K | $21.4M | 2.2% | $438.7K | Cut−$444.7K |
| Dimensional Etf Trust | — | 481.7K | $16.6M | 1.7% | $708.2K | Cut$385.8K |
| Dimensional Etf Trust | — | 547.1K | $14.5M | 1.5% | $87.5K | Cut$29.9K |
| Dimensional Etf Trust | — | 411.6K | $13.9M | 1.4% | $300.5K | Cut−$382.3K |
| Dimensional Etf Trust | — | 189K | $9.78M | 1.0% | −$10.5K | Added$235.1K |
| Apple Inc. | AAPL | 31.9K | $8.09M | 0.8% | −$576.3K | Cut−$1.09M |
| Deere & Co | DE | 14.1K | $7.92M | 0.8% | $1.37M | Cut$1.17M |
| Dimensional Etf Trust | — | 181.8K | $7.71M | 0.8% | −$80.9K | Cut−$450.6K |
| Dimensional Etf Trust | — | 184.7K | $7.59M | 0.8% | −$427.4K | Added−$341.9K |
| Berkshire Hathaway Inc Del | — | 6.63K | $3.17M | 0.3% | −$155.4K | Cut−$184.5K |
| Vanguard Ultra Short | — | 24.2K | $1.83M | 0.2% | $4.72K | Cut−$449.4K |
| Vanguard Specialized Funds | — | 8.41K | $1.81M | 0.2% | −$39.7K | Cut−$357.8K |
| Microsoft Corp | MSFT | 4.81K | $1.78M | 0.2% | −$483K | Added−$279.1K |
| Nvidia Corp | NVDA | 9.18K | $1.6M | 0.2% | −$92.9K | Added$169.1K |
| Dimensional Etf Trust | — | 36.4K | $1.54M | 0.2% | $32.4K | Cut−$19.7K |
| Amazon Com Inc | AMZN | 6.88K | $1.43M | 0.1% | −$155.1K | Cut−$343.4K |
| Jpmorgan Chase & Co. | — | 4.09K | $1.2M | 0.1% | −$103.4K | Added$16.6K |
| Caterpillar Inc | CAT | 1.62K | $1.15M | 0.1% | $179.4K | Added$388.4K |
| Vanguard Wellington Fd | — | 10.7K | $1.08M | 0.1% | −$4.64K | Held |
| Home Depot, Inc. | HD | 3.25K | $1.07M | 0.1% | −$48.6K | Added−$31.2K |
| Ishares Tr | — | 1.5K | $980.1K | 0.1% | −$48.2K | Cut−$244.2K |
| Oracle Corp | — | 6.38K | $937.9K | 0.1% | −$304.8K | Held |
| Spdr S&P 500 Etf Tr | — | 1.42K | $923.5K | 0.1% | −$44.8K | Held |
| Schwab Strategic Tr | — | 31.3K | $911.6K | 0.1% | −$109.2K | Cut−$135.9K |
| Procter And Gamble Co | PG | 6.06K | $875.8K | 0.1% | $6.74K | Added$23.6K |
| Walmart Inc. | WMT | 6.15K | $764.4K | 0.1% | $77.5K | Added$94K |
| Johnson & Johnson | JNJ | 3.08K | $752.6K | 0.1% | $96.3K | Added$220.8K |
| Vanguard Index Fds | — | 3.52K | $691.1K | 0.1% | $18.4K | Cut$15.9K |
| Vanguard Index Fds | — | 2.04K | $654.8K | 0.1% | −$28.5K | Added−$8.01K |
| Ishares Tr | — | 5.14K | $580.9K | 0.1% | −$52.1K | Held |
| Intuitive Surgical Inc | ISRG | 1.2K | $553.6K | 0.1% | −$126.5K | Held |
| Visa Inc. | V | 1.78K | $539.2K | 0.1% | −$86.5K | Held |
| Alphabet Inc | — | 1.87K | $537.5K | 0.1% | −$50.5K | Cut−$53K |
| Eli Lilly & Co | LLY | 560 | $515.1K | 0.1% | −$86.8K | Held |
| Vanguard Instl Index Fd | — | 6.38K | $482.9K | 0.0% | $1.4K | Cut−$11.6K |
| International Business Machs | — | 1.97K | $477.6K | 0.0% | −$85.6K | Added$7.41K |
| Alphabet Inc | — | 1.59K | $456.3K | 0.0% | −$30.1K | Added$84.3K |
| RTX Corp | RTX | 2.33K | $448.6K | 0.0% | $17.6K | Added$108K |
| Ishares Tr | — | 4.82K | $417.8K | 0.0% | $9.64K | Held |
| Terex Corp New | — | 6.87K | $406K | 0.0% | — | New |
| Coca Cola Co | KO | 5.32K | $404.4K | 0.0% | $32.6K | Added$32.8K |
| Ishares Tr | — | 927 | $395.3K | 0.0% | −$43.5K | Cut−$84.2K |
| Spdr Gold Tr | — | 903 | $388.6K | 0.0% | $30.7K | Held |
| United Sec Bancshares Calif | — | 36K | $378.6K | 0.0% | $15.9K | Held |
| T-Mobile Us Inc | — | 1.63K | $343.2K | 0.0% | $11.1K | Added$21.8K |
| Wec Energy Group, Inc. | WEC | 2.61K | $302.3K | 0.0% | $24.6K | Added$51.1K |
| Unitedhealth Group Inc | UNH | 1.11K | $300.9K | 0.0% | −$65.7K | Added−$63.5K |
| Xcel Energy Inc | — | 3.74K | $297.1K | 0.0% | $20.8K | Added$21.2K |
| AbbVie Inc. | ABBV | 1.34K | $292.1K | 0.0% | −$14.2K | Added−$3.12K |
| Starbucks Corp | SBUX | 3.11K | $278.4K | 0.0% | $16.3K | Added$23.1K |
| Vanguard Bd Index Fds | — | 5.5K | $273.8K | 0.0% | −$302 | Cut−$25.8K |
| Vanguard Whitehall Fds | — | 1.82K | $269.5K | 0.0% | $8.34K | Held |
| Merck & Co., Inc. | MRK | 2.2K | $264.7K | 0.0% | $32.1K | Added$40.4K |
| Vanguard Index Fds | — | 439 | $262.4K | 0.0% | −$13K | Held |
| Schwab Strategic Tr | — | 10.4K | $261.8K | 0.0% | −$11.8K | Cut−$49.9K |
| Dimensional Etf Trust | — | 5.85K | $247.2K | 0.0% | −$1.99K | Held |
| Amgen Inc | AMGN | 689 | $242.4K | 0.0% | $16.9K | Held |
| Dimensional Etf Trust | — | 3.2K | $227.1K | 0.0% | −$10.4K | Added−$9.88K |
| Union Pac Corp | — | 928 | $225.2K | 0.0% | $10.5K | Cut−$6.16K |
| Broadcom Inc. | AVGO | 690 | $213.6K | 0.0% | −$25.1K | Added−$24.2K |
| Dimensional Etf Trust | — | 6.05K | $212K | 0.0% | — | New |
| Danaher Corporation | — | 1.1K | $209.5K | 0.0% | −$43.3K | Added−$42.3K |
| Vanguard Scottsdale Fds | — | 3.5K | $205.1K | 0.0% | −$666 | Cut−$18.7K |
| Meta Platforms, Inc. | META | 351 | $201K | 0.0% | −$30.3K | Added−$27.4K |
| Gilead Sciences, Inc. | GILD | 1.44K | $200.3K | 0.0% | — | New |
| Boeing Co | — | 1K | $200K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.