Filling information for Planning Center, Inc. as Treemap, investor disclosed 70 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 243348 | 452 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 979365 | 4446 | |
| 872590104 | 872590104 | T-MOBILE US INC | COM | 225018 | 1620 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 263567 | 562 | |
| 25434V690 | 25434V690 | DIMENSIONAL ETF TRUST | INTERNATIONAL | 4044552 | 132826 | |
| 25434V781 | 25434V781 | DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 17100274 | 723056 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 444112 | 4483 | |
| 25434V864 | 25434V864 | DIMENSIONAL ETF TRUST | SHORT DURATION F | 2708138 | 58428 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 20390806 | 439552 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1407270 | 2928 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 392578 | 1919 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 211717 | 694 | |
| 720190206 | 720190206 | PIEDMONT OFFICE REALTY TR IN | COM CL A | 85044 | 11698 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 418080 | 1742 | |
| 92939U106 | 92939U106 | WEC ENERGY GROUP INC | COM | 300545 | 3406 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 411308 | 1573 | |
| 922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 224439 | 4733 | |
| 464287671 | 464287671 | ISHARES TR | CORE S&P US GWT | 211098 | 2162 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 16981768 | 309886 | |
| 92206C706 | 92206C706 | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 248601 | 4238 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 221245 | 804 | |
| 46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 412722 | 1207 | |
| 931142103 | 931142103 | WALMART INC | COM | 319233 | 2031 | |
| 25434V773 | 25434V773 | DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 8811989 | 386152 | |
| 25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 58179136 | 2142878 | |
| 25434V682 | 25434V682 | DIMENSIONAL ETF TRUST | EMERGING MARKETS | 751290 | 24681 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 396782 | 3280 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 242678 | 5686 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 302463 | 4161 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1060214 | 3413 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1827970 | 11254 | |
| 25434V658 | 25434V658 | DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 10067631 | 412777 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 345781 | 849 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 380070 | 7351 | |
| 25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 62776888 | 2693131 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 773113 | 10969 | |
| 25434V716 | 25434V716 | DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 4251326 | 148104 | |
| 98389B100 | 98389B100 | XCEL ENERGY INC | COM | 398075 | 6403 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1175627 | 7748 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 1045478 | 6486 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1208884 | 2712 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1604992 | 12312 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 231909 | 2317 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2588531 | 7591 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 766225 | 6434 | |
| 25434V732 | 25434V732 | DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 10430750 | 433711 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 388517 | 1636 | |
| 25434V831 | 25434V831 | DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 41278724 | 1555340 | |
| 244199105 | 244199105 | DEERE & CO | COM | 6190493 | 15278 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 270338 | 4005 | |
| 25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 28013007 | 852755 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 231587 | 2324 | |
| 097023105 | 097023105 | BOEING CO | COM | 289710 | 1372 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 249288 | 1863 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 1651188 | 4849 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 411317 | 2485 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 254320 | 2204 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 419788 | 947 | |
| 037833100 | 037833100 | APPLE INC | COM | 8001108 | 41249 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 373504 | 1518 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 275494 | 1487 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 666745 | 4584 | |
| 25434V724 | 25434V724 | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 27621259 | 800616 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 492215 | 8174 | |
| 440452100 | 440452100 | HORMEL FOODS CORP | COM | 256161 | 6369 | |
| 25434V765 | 25434V765 | DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 37440765 | 1529443 | |
| 530715AG6 | 530715AG6 | LIBERTY MEDIA CORP DEL | DEB 4.000pcnt11/1 | 2833 | 13000 | |
| 464287887 | 464287887 | ISHARES TR | S&P SML 600 GWT | 387889 | 3375 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 265854 | 2221 | |
| 92206C102 | 92206C102 | VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 255340 | 4423 |