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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
IJHIshares Tr
Recent Activity
Increased 0.83%
0.35%
$2.523M
40,486 shares@ $62.33 avg price
VGTVanguard World Fd
Recent Activity
Increased 1.43%
0.32%
$2.333M
3,977 shares@ $586.53 avg price
PEPPepsico Inc
Recent Activity
Increased 22.13%
0.3%
$2.152M
12,656 shares@ $170.05 avg price
EAGGIshares Tr
Recent Activity
Increased 0.97%
0.29%
$2.067M
42,538 shares@ $48.59 avg price