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Amanda C. Toia

@Center For Financial Planning, Inc.

Latest period2024 - Q3ReportedManaged Assets$737.008MTotal holdings580
Assets growth rate6.56%Assets growth rate (2-Q avg)4.97%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Center For Financial Planning, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 580 positions.

Assets under management

The assets under management (AUM) of Center For Financial Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 737.008M in assets, with a quarterly growth rate of 6.56% and a 2-quarter average growth rate of 4.97%. The portfolio is managed by Amanda C. Toia, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Increased 0.19%
37.69%
$277.705M
526,285 shares@ $527.67 avg price
IEFAIshares Tr
Recent Activity
Increased 1.22%
10.99%
$80.965M
1.037M shares@ $78.05 avg price
AGGIshares Tr
Recent Activity
Increased 8.18%
7.35%
$54.114M
534,356 shares@ $101.28 avg price
VBRVanguard Index Fds
Recent Activity
Increased 0.85%
6.76%
$49.788M
247,971 shares@ $200.79 avg price
VBVanguard Index Fds
Recent Activity
Increased 1.94%
4.78%
$35.223M
148,490 shares@ $237.21 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.55%
3.5%
$25.791M
539,007 shares@ $47.86 avg price
QUALIshares Tr
Recent Activity
Decreased -0.73%
2.4%
$17.629M
98,322 shares@ $179.31 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
1.79%
$13.132M
19 shares@ $691180.0 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.15%
1.74%
$12.778M
29,697 shares@ $430.3 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -3.13%
1.23%
$9.037M
139,588 shares@ $64.75 avg price