Titelia

Holdings of Center for Financial Planning, Inc.

597 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 76.9 % of the equity sleeve

Sector breakdown

  • Funds 37.0 %
  • Financials 3.8 %
  • Technology 3.5 %
  • Health care 2.3 %
  • Consumer staples 1.3 %
  • Consumer discretionary 1.3 %
  • Communication 1.1 %
  • Industrials 1.1 %
  • Utilities 0.6 %
  • Energy 0.5 %
  • Real estate 0.1 %
  • Materials 0.1 %
  • Unattributed 47.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • NL 0.0 %
  • TW 0.0 %
  • DK 0.0 %
  • GB 0.0 %
  • AU 0.0 %
  • IN 0.0 %
  • KY 0.0 %
  • MX 0.0 %
  • DE 0.0 %
  • IL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US582951.2M $99.93 %
2NL1309.1K $0.03 %
3TW1130.1K $0.01 %
4DK1113.2K $0.01 %
5GB257.1K $0.01 %
6AU136.4K $0.00 %
7IN214.6K $0.00 %
8KY213.5K $0.00 %
9MX29K $0.00 %
10DE16.7K $0.00 %
11IL23.4K $0.00 %

Positions

RankCompanySharesValueWeight
401Cheniere Energy Inc 6518.4K $
402Texas Instruments Inc 9418.3K $
403Archer Aviation Inc 3,51018.1K $
404Magnolia Oil & Gas Corp 56617.9K $
405Ingevity Corp 24617.5K $
406Zscaler Inc 12417.4K $
407Sherwin-Williams Co/The 5417.3K $
408iShares Russell Mid-Cap Value 11616.9K $
409Independence Realty Trust Inc 1,13416.9K $
410Paramount Skydance Corp. 1,85616.7K $
411Axogen Inc 50016.6K $
412Live Oak Bancshares Inc 50016.5K $
413Vanguard Financials ETF 13616.4K $
414Assurant Inc 7516.3K $
415HP Inc 85016.3K $
416Gilead Sciences Inc 11516K $
417iShares Ultra Short Duration B 31315.8K $
418Hagerty Inc 1,50315.8K $
419Monster Beverage Corp 21615.7K $
420MercadoLibre Inc 915.6K $
421KB Home 30015.5K $
422Citigroup Inc 13615.4K $
423Dycom Industries Inc 4515.2K $
424AMETEK Inc 7115.2K $
425Sunrun Inc 1,10415K $
426UWM Holdings Corp 4,07714.8K $
427SoFi Technologies Inc 92514.7K $
428Mercantile Bank Corp 28314.3K $
429Simon Property Group Inc 7614.2K $
430iShares iBoxx USD Investment Grade Corporate Bond ETF 12914.1K $
431Starwood Property Trust Inc 80513.9K $
432GoodRx Holdings Inc 7,00013.7K $
433Vanguard Emerging Markets Government Bond ETF 20713.6K $
434ADMA Biologics Inc 1,50013.5K $
435HSBC Holdings PLC 16313.4K $
436Travelers Cos Inc/The 4513.1K $
437Boston Scientific Corp 20913.1K $
438Crown Castle Inc 15212.4K $
439Service Corp International/US 14912.3K $
440iShares MSCI EAFE Growth ETF 11012.3K $
441Electronic Arts Inc 6012.2K $
442Schwab Short-Term U.S. Treasury ETF 50112.2K $
443NIO Inc 1,97511.9K $
444Global X Lithium & Battery Tec 15911.8K $
445Under Armour Inc 2,04011.8K $
446Starbucks Corp 13111.7K $
447Fortune Brands Innovations Inc 30011.7K $
448SELECT SECTOR SPDR TRUST (THE) 10511.6K $
449RE/MAX Holdings Inc 2,00011.5K $
450PNC Financial Services Group Inc/The 5511.4K $
451Doximity Inc 48011.2K $
452Hewlett Packard Enterprise Co 46711.1K $
453Maplebear Inc 29511.1K $
454Vanguard Intermediate-Term Corporate Bond ETF 13210.9K $
455Kimberly-Clark Corp 11310.9K $
456Versant Media Group Inc 29210.8K $
457Spinnaker ETF Series 26510.8K $
458Knight-Swift Transportation Holdings Inc 18710.8K $
459Moderna Inc 21010.7K $
460Phillips 66 5710.4K $
461iShares ESG Aware MSCI USA Small-Cap ETF 21810.3K $
462J P Morgan Exchange Traded Fund Trust 14710.1K $
463Vanguard Russell 1000 Growth ETF 9110K $
464NGL Energy Partners LP 8009.9K $
465ChargePoint Holdings Inc 2,0009.7K $
466Global X Uranium ETF 2009.7K $
467J M Smucker Co/The 1009.6K $
468ICICI Bank Ltd 3719.6K $
469CMS Energy Corp 1229.5K $
470Opendoor Technologies Inc 2,0009.4K $
471iShares Select Dividend ETF 619.2K $
472Lennar Corp 1059.1K $
473LPL Financial Holdings Inc 309.1K $
474iShares ESG Aware MSCI EM ETF 1999K $
475Expedia Group Inc 399K $
476SPDR Series Trust 2929K $
477State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 2598.7K $
478Autoliv Inc 828.6K $
479ROBLOX Corp 1508.5K $
480Reynolds Consumer Products Inc 4008.5K $
481Essential Utilities Inc 2008.1K $
482Vistra Corp 527.8K $
483State Street Materials Select Sector SPDR ETF 1547.7K $
484Ramaco Resources Inc 4977.7K $
485Prudential Financial, Inc. 787.6K $
486JPMorgan BetaBuilders Canada E 797.4K $
487Verisk Analytics Inc 387.2K $
488Equinix Inc 77.1K $
489Constellation Brands Inc 456.8K $
490SAP SE 396.7K $
491ISHARES U S ETF TR 1316.7K $
492iShares Trust 1436.6K $
493HeartFlow Inc 2686.5K $
494Viatris Inc 4796.5K $
495Lowe's Cos Inc 266.2K $
496Solid Power Inc 2,0006K $
497Healthpeak Properties Inc 3636K $
498Westinghouse Air Brake Technologies Corp 235.7K $
499Conagra Brands Inc 3495.5K $
500ISHARES TRUST 795.4K $