Managed by Planning Center, Inc. • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $173.1M | 3.42M | 0.00% | — |
| 2 | ? N/A — | $155.9M | 3.07M | 0.00% | — |
| 3 | ? N/A — | $148.7M | 2.93M | 0.00% | — |
| 4 | ? N/A — | $142.1M | 2.80M | 0.00% | — |
| 5 | ? N/A — | $129.2M | 2.69M | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 |
? N/A — |
| $126.3M |
| 2.50M |
| 0.00% |
| — |
| 7 | ? N/A — | $125.4M | 2.47M | 0.00% | — |
| 8 | ? N/A — | $121M | 2.39M | 0.00% | — |
| 9 | ? N/A — | $116.8M | 2.42M | 0.00% | — |
| 10 | ? N/A — | $111.7M | 2.33M | 0.00% | — |
| 11 | ? N/A — | $107.6M | 2.27M | 0.00% | — |
| 12 | ? N/A — | $96.1M | 2.01M | 0.00% | — |
| 13 | ? N/A — | $96M | 2.05M | 0.00% | — |
| 14 | ? N/A — | $92.7M | 1.97M | 0.00% | — |
| 15 | X XOM — | $88.1M | 2.81M | 0.00% | — |
| 16 | X XOM — | $85.4M | 2.61M | 0.00% | — |
| 17 | X XOM — | $83.7M | 2.85M | 0.00% | — |
| 18 | ? N/A — | $79.8M | 2.07M | 0.00% | — |
| 19 | X XOM — | $77.7M | 2.88M | 0.00% | — |
| 20 | ? N/A — | $77.7M | 1.48M | 0.00% | — |