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| Name: |
Planning Center Inc. |
| City: |
MOLINE |
| State: |
IL |
| Zip: |
61265 |
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data |
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| Holdings
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13 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFSD |
Dfa Dimensional Short-durat... |
18 |
- |
$0.00 |
$2,294,000 |
48,776 |
0.5% |
1,000 |
0 |
0.054 |
N/A |
|
|
UNH |
Unitedhealth Group Inc |
22 |
- |
$490.69 |
$1,448,000 |
2,927 |
0.32% |
-93,000 |
0 |
0 |
Health Care Plans |
|
|
CAT |
Caterpillar Inc |
33 |
- |
$328.94 |
$536,000 |
1,463 |
0.12% |
103,000 |
0 |
0 |
Farm & Construction M... |
|
|
ISRG |
Intuitive Surgical Inc |
34 |
- |
$372.63 |
$479,000 |
1,201 |
0.1% |
74,000 |
0 |
0 |
Medical Appliances & ... |
|
|
UNP |
Union Pacific Corp |
35 |
- |
$227.97 |
$477,000 |
1,942 |
0.1% |
0 |
0 |
0 |
Railroads |
|
|
V |
Visa Inc |
36 |
- |
$278.67 |
$466,000 |
1,671 |
0.1% |
31,000 |
0 |
0 |
Business Services |
|
|
LLY |
Eli Lilly & Co |
39 |
- |
$849.99 |
$436,000 |
560 |
0.09% |
110,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
DHR |
Danaher Corp |
41 |
- |
$263.08 |
$395,000 |
1,582 |
0.09% |
29,000 |
0 |
0 |
General Building Mate... |
|
|
MRK |
Merck & Co Inc |
48 |
- |
$131.20 |
$285,000 |
2,163 |
0.06% |
49,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
UBFO |
United Security Bancshares |
49 |
- |
$7.21 |
$278,000 |
36,025 |
0.06% |
-25,000 |
0 |
0.213 |
Domestic Regional Banks |
|
|
BA |
Boeing Co |
50 |
- |
$190.24 |
$261,000 |
1,351 |
0.06% |
-91,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
TMUS |
T-Mobile Us Inc |
51 |
- |
$179.82 |
$258,000 |
1,583 |
0.06% |
4,000 |
0 |
0 |
Wireless Communications |
|
|
VGSH |
Vanguard Scottsdale Funds |
52 |
- |
$57.71 |
$251,000 |
4,321 |
0.05% |
-1,000 |
0 |
0 |
Closed - End Fund - Debt |
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