Amanda C. Toia

Center For Financial Planning, Inc.

Assets Managed

$1.07B

Holdings

666

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

11.68%(2Q avg: 5.68%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Center For Financial Planning, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 666 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.07B in assets, with a quarterly growth rate of 11.68% and a 2-quarter average growth rate of 5.68%. The portfolio is managed by Amanda C. Toia, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity Increased 0.92%	35.26%	$377.208M 549,217 shares@ $686.81 avg price	Increased 0.92%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 2.86%	10.03%	$107.278M 1.084M shares@ $98.98 avg price	Increased 2.86%
SPDW Spdr Portfolio Developed Wor Recent Activity Increased 3.46%	7.86%	$84.011M 1.667M shares@ $50.4 avg price	Increased 3.46%
VB Vanguard Small-cap Etf Recent Activity Increased 0.69%	7.29%	$77.944M 257,140 shares@ $303.13 avg price	Increased 0.69%
VO Vanguard Mid-cap Etf Recent Activity Increased 304.25%	5.11%	$54.648M 678,271 shares@ $80.58 avg price	Increased 304.25%
IEFA Ishares Core Msci Eafe Etf Recent Activity Decreased -0.45%	3.92%	$41.883M 433,664 shares@ $96.58 avg price	Decreased -0.45%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 2.45%	3.31%	$35.348M 592,187 shares@ $59.7 avg price	Increased 2.45%
QUAL Ishares Msci Usa Quality Fac Recent Activity Decreased -0.82%	1.85%	$19.709M 89,819 shares@ $219.43 avg price	Decreased -0.82%
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	1.33%	$14.228M 19 shares@ $748850.0 avg price
VBR Vanguard Small-cap Value Etf Recent Activity Increased 0.46%	1.28%	$13.611M 56,015 shares@ $242.99 avg price	Increased 0.46%

1-10 of 666