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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Center for Financial Planning, Inc. INSTITUTION : Center for Financial Planning, Inc.
Center for Financial Planning, Inc. Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-11) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE US AGGBD ET) AGG 56,697,000 491,435 19.17%
ISHARES TR    (CORE MSCI EAFE) IEFA 41,059,000 822,989 13.88%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 35,193,000 148,608 11.90%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 30,474,000 343,179 10.30%
ISHARES TR    (USA QUALITY FCTR) QUAL 29,123,000 359,368 9.85%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 9,864,000 85,451 3.33%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 5,168,000 19 1.74%
MICROSOFT CORP    (COM) MSFT 4,660,000 29,546 1.57%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 4,544,000 108,302 1.53%
PROCTER & GAMBLE CO    (COM) PG 2,231,000 20,278 0.75%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 2,221,000 12,150 0.75%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 2,187,000 65,174 0.73%
NEXTERA ENERGY INC    (COM) NEE 2,004,000 8,330 0.67%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,724,000 6,080 0.58%
AMAZON COM INC    (COM) AMZN 1,649,000 846 0.55%
JOHNSON & JOHNSON    (COM) JNJ 1,642,000 12,520 0.55%
PEPSICO INC    (COM) PEP 1,616,000 13,452 0.54%
APPLE INC    (COM) AAPL 1,610,000 6,333 0.54%
JPMORGAN CHASE & CO    (COM) JPM 1,444,000 16,036 0.48%
CREDIT ACCEP CORP MICH    (COM) CACC 1,322,000 5,170 0.44%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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