Portfolio von Center for Financial Planning, Inc.

Name: Portfolio von Center for Financial Planning, Inc.
Creator: Titelia

597 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 76.9 % des Aktienteils

Aufteilung nach Branche

Fonds 37,0 %
Finanzen 3,8 %
Technologie 3,5 %
Gesundheit 2,3 %
Basiskonsum 1,3 %
Zyklischer Konsum 1,3 %
Kommunikation 1,1 %
Industrie 1,1 %
Versorger 0,6 %
Energie 0,5 %
Immobilien 0,1 %
Rohstoffe 0,1 %
Nicht zugeordnet 47,2 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

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 %

Anteile berechnet auf den Aktienteil.

Rang	Land	Positionen	Wert	Anteil
1	US	582	951,2 Mio. $	99,93 %
2	NL	1	309.075 $	0,03 %
3	TW	1	130.111 $	0,01 %
4	DK	1	113.154 $	0,01 %
5	GB	2	57.081 $	0,01 %
6	AU	1	36.370 $	0,00 %
7	IN	2	14.635 $	0,00 %
8	KY	2	13.455 $	0,00 %
9	MX	2	9042 $	0,00 %
10	DE	1	6678 $	0,00 %
11	IL	2	3424 $	0,00 %

Positionen

Rang	Gesellschaft	Stücke	Wert
301	Cigna Group/The	172	45.881 $
302	Community Financial System Inc	780	45.747 $
303	Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf	597	44.889 $
304	SBA Communications Corp	257	44.233 $
305	Gentex Corp	2.000	43.700 $
306	Solventum Corp	669	43.686 $
307	Deere & Co	76	42.811 $
308	Loews Corp	400	42.696 $
309	iShares Trust	199	42.521 $
310	AECOM	500	42.410 $
311	Automatic Data Processing Inc	205	41.652 $
312	FB Financial Corp	800	41.552 $
313	Apollo Global Management Inc	372	41.449 $
314	Matador Resources Co	650	41.067 $
315	WD-40 Co	200	40.788 $
316	Blue Owl Capital Inc	4.400	40.172 $
317	State Street Health Care Select Sector SPDR ETF	273	40.025 $
318	Dominion Energy Inc	641	39.627 $
319	Vertiv Holdings Co	157	39.342 $
320	Bitwise Ethereum ETF	2.600	39.000 $
321	WEC Energy Group Inc	333	38.552 $
322	CoreWeave Inc	496	38.426 $
323	Asana Inc	6.000	38.400 $
324	USA Rare Earth Inc	2.503	37.883 $
325	Alta Equipment Group Inc	7.044	37.827 $
326	Invitation Homes Inc	1.500	37.275 $
327	Applied Digital Corp	1.537	36.489 $
328	iShares U.S. Financials ETF	310	36.475 $
329	BHP Group Ltd	500	36.370 $
330	Hartford Insurance Group Inc/The	266	35.972 $
331	Schwab International Equity ETF	1.449	35.863 $
332	Select Sector Spdr Trust	725	35.794 $
333	CarMax Inc	850	35.343 $
334	Vanguard Short-term Bond Etf	450	35.285 $
335	First Trust Exchange-Traded Fund	175	35.144 $
336	Keysight Technologies Inc	123	34.732 $
337	Eaton Vance National Municipal Opportunities Trust	2.000	34.240 $
338	iShares Silver Trust	500	34.070 $
339	First Trust Exchange-Traded Fund VIII	600	32.832 $
340	Chefs' Warehouse Inc/The	550	32.698 $
341	Synchrony Financial	480	32.645 $
342	Novartis AG	210	32.078 $
343	Exelon Corp	653	32.011 $
344	Xylem Inc/NY	266	31.787 $
345	Masco Corp	517	31.212 $
346	SM Energy Co	1.000	31.180 $
347	SPDR Bloomberg International T	1.403	30.796 $
348	TopBuild Corp	85	29.861 $
349	CSX Corp	720	29.556 $
350	Box Inc	1.250	29.550 $
351	Vanguard Charlotte Funds	610	29.311 $
352	WisdomTree Trust	552	29.003 $
353	SPDR Series Trust	481	28.485 $
354	Cleveland-Cliffs Inc	3.322	28.071 $
355	NIKE Inc	527	27.837 $
356	ServiceNow Inc	265	27.706 $
357	Schwab Strategic Trust	951	27.703 $
358	Valero Energy Corp	112	27.673 $
359	Cencora Inc	88	27.645 $
360	Ross Stores Inc	126	27.296 $
361	American Water Works Co Inc	200	27.218 $
362	American Airlines Group Inc	2.530	27.173 $
363	iShares Core MSCI International Developed Markets ETF	323	26.994 $
364	Gabelli Dividend & Income Trust	1.000	26.930 $
365	General Dynamics Corp	78	26.772 $
366	SPDR Series Trust	284	25.992 $
367	Dollar General Corp	217	25.765 $
368	ITT Inc	133	25.341 $
369	Energizer Holdings Inc	1.542	25.320 $
370	Vanguard Extended Market ETF	122	25.108 $
371	Fifth Third Bancorp	538	24.996 $
372	Marvell Technology Inc	247	24.466 $
373	SPDR Series Trust	500	24.160 $
374	Alibaba Group Holding Ltd	192	24.089 $
375	Blackrock Inc	25	24.043 $
376	Principal Financial Group Inc	264	23.790 $
377	Goldman Sachs Group Inc/The	28	23.688 $
378	First Trust Exchange-Traded Fund VIII	500	23.685 $
379	Vanguard Mid-Cap Growth ETF	88	22.647 $
380	American International Group Inc	300	22.575 $
381	Korea Fund Inc	500	22.450 $
382	United Rentals Inc	30	21.857 $
383	Everpure Inc	370	21.845 $
384	GE HealthCare Technologies Inc	302	21.497 $
385	VanEck Semiconductor ETF	56	21.471 $
386	General Motors Co	284	21.158 $
387	FIDELITY COVINGTON TRUST	300	21.108 $
388	VanEck Gold Miners ETF/USA	229	21.016 $
389	Monolithic Power Systems Inc	19	20.774 $
390	Archer-Daniels-Midland Co	284	20.644 $
391	American Healthcare REIT Inc	432	20.374 $
392	Kinder Morgan, Inc.	600	20.118 $
393	Southwest Airlines Co	533	20.025 $
394	Ameren Corp	181	19.896 $
395	VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF	250	19.818 $
396	Citizens Community Bancorp Inc/WI	1.000	19.800 $
397	CareCloud Inc	5.390	19.674 $
398	Rivian Automotive Inc	1.305	19.641 $
399	National Fuel Gas Co	200	18.792 $
400	Nuveen Municipal Value Fund Inc	2.084	18.736 $