Planning Center portfolio

What changed this quarter

46 positions with a change (10 new, 23 added to, 10 trimmed, 3 sold); also, 1 exited through an acquisition or merger. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• Dimensional ETF Trust+3.5%more sharesIncreased
  18.3% → 17.6%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Dimensional ETF TrustDUSB17.6%
• Dimensional ETF TrustDFSD13.1%
• Dimensional ETF TrustDFAX8.3%
• Dimensional ETF TrustDFGX8.1%
• Dimensional ETF TrustDFAC7.8%
• Dimensional ETF Trust6.6%
• Dimensional ETF TrustDIHP6.0%
• Dimensional ETF TrustDFIP4.2%
• Dimensional ETF TrustDFUV3.6%
• Dimensional ETF TrustDFIV3.4%
• Dimensional ETF TrustDFAT3.1%
• Dimensional ETF TrustDISV2.6%
• Dimensional ETF TrustDFAS2.3%
• Dimensional ETF TrustDFEM1.7%
• Dimensional ETF TrustDFGR1.5%
• Dimensional ETF TrustDFIS1.4%
• Dimensional ETF TrustDFSB1.0%
• DeereDE0.9%
• AppleAAPL0.9%
• Dimensional ETF TrustDFSU0.8%
• Dimensional ETF TrustDFSI0.8%
• Berkshire HathawayBRK/B0.3%
• Vanguard Instl Index FundVBIL0.3%
• NVIDIANVDA0.2%
• Vanguard Dividend Apprec ETFVIG0.2%
• MicrosoftMSFT0.2%
• CaterpillarCAT0.2%
• Dimensional ETF TrustDFSE0.2%
• Amazon.comAMZN0.2%
• Vanguard Instl Index FundVGUS0.1%
• JPMorgan ChaseJPM0.1%
• AlphabetGOOG · GOOGL0.1%
• Home DepotHD0.1%
• iShares Core S&P 500 ETFIVV0.1%
• Schwab US Large-cap Growth ETFSCHG0.1%
• State Str Spdr S&P 500 ETF TSPY0.1%
• Vanguard Sh Term Tax-ex Bond ETFVTES0.1%
• OracleORCL0.1%
• Procter & GamblePG0.1%
• Johnson & JohnsonJNJ0.1%
• Vanguard Mrngstr Val ETF-aui ETFVTV0.1%
• Vanguard Index FundsVTI0.1%
• WalmartWMT0.1%
• iShares S&P 500 Growth ETFIVW0.1%
• Eli LillyLLY0.1%
• VisaV0.1%
• IntelINTC0.1%
• International Business MachinesIBM0.1%
• TerexTEXunder 0.1%
• Intuitive SurgicalISRGunder 0.1%
• UnitedHealth GroupUNHunder 0.1%
• iShares Core International Stock ETFIXUSunder 0.1%
• RTXRTXunder 0.1%
• Community West BancsharesCWBCunder 0.1%
• Coca-ColaKOunder 0.1%
• iShares Russell 1000 Growth ETFIWFunder 0.1%
• Vanguard S&P 500 ETFVOOunder 0.1%
• Invesco QQQ Trust Series 1 ETFQQQunder 0.1%
• SPDR Gold Shares ETFGLDunder 0.1%
• AbbVieABBVunder 0.1%
• StarbucksSBUXunder 0.1%
• WEC Energy GroupWECunder 0.1%
• Schwab US Broad Market ETFSCHBunder 0.1%
• Xcel EnergyXELunder 0.1%
• Vanguard High DVD Yield ETFVYMunder 0.1%
• MerckMRKunder 0.1%
• T-mobile USTMUSunder 0.1%
• Vanguard Ultra Short Bond ET ETFVUSBunder 0.1%
• Dimensional ETF TrustDFUSunder 0.1%
• BroadcomAVGOunder 0.1%
• Union PacificUNPunder 0.1%
• Dimensional ETF TrustDFCFunder 0.1%
• State Street Technology Select Sector ETFXLKunder 0.1%
• Dimensional ETF Trustunder 0.1%
• Howmet AerospaceHWMunder 0.1%
• Vanguard Index FundsVBKunder 0.1%
• State Str Spdr DOW Jones INDDIAunder 0.1%
• BoeingBAunder 0.1%
• iShares Core S&P Small-cap E ETFIJRunder 0.1%
• DanaherDHRunder 0.1%
• Vanguard Short-term Treasury ETFVGSHunder 0.1%
• American ResourcesARECunder 0.1%
• Real Brokerageunder 0.1%