Planning Center, Inc.
Annual return '25
+18.6%
SPY '25
+17.7%
Alpha
+0.9ptsvs SPY
Invested
$987.1M
Holdings
78
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 83%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DUSB
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
18.3%
02
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
13.6%
03
$DFAX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
8.4%
04
$DFGX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
8.3%
05
$DFAC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.4%
06
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.2%
07
$DIHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.0%
08
$DFIP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.5%
09
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.6%
10
$DFUV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:12 UTC.