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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
QUALIshares Tr
Recent Activity
Decreased -0.73%
2.4%
$17.629M
98,322 shares@ $179.31 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
AAPLApple Inc
Recent Activity
Decreased -6.18%
0.92%
$6.774M
29,073 shares@ $233.0 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.73%
0.83%
$6.088M
13,228 shares@ $460.27 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -6.44%
0.6%
$4.393M
23,576 shares@ $186.34 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -3.55%
0.5%
$3.671M
17,411 shares@ $210.87 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -1.82%
0.49%
$3.562M
13,322 shares@ $267.38 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -6.68%
0.47%
$3.413M
20,416 shares@ $167.2 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.29%
0.46%
$3.373M
19,474 shares@ $173.2 avg price