Managers / Q4 2019 · view latest →
Center for Financial Planning, Inc.
CIK 0001803557 · 24800 DENSO DRIVE, SUITE 300, SOUTHFIED, MI, 48033 · 248-948-7900
Reported Value
$399M
Q4 2019
Positions
472
Filings on Record
27
2019–present window
Filed
Feb 14, 2020
original filing
Summary
Center For Financial Planning, Inc. reported $399M in U.S.-listed holdings across 472 positions for Q4 2019.
The portfolio is heavily concentrated: AGG alone accounts for 22.4% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $958M | 663 | May 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $961M | 712 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $936M | 662 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $872M | 647 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $783M | 700 | Apr 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $749M | 675 | Jan 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $737M | 580 | Oct 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $692M | 585 | Jul 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $669M | 608 | Apr 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $544M | 524 | Jan 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $463M | 518 | Oct 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $476M | 572 | Aug 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $434M | 543 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $411.4B | 543 | Jan 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $375M | 665 | Oct 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $394M | 557 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $488M | 555 | May 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $488M | 548 | Feb 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $411M | 511 | Nov 17, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2021 | $406M | 508 | Jul 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $383M | 531 | May 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $353M | 476 | Feb 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $311M | 457 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $286M | 464 | Aug 6, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $296M | 591 | May 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $399M | 472 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.