Compliance Manager

0001803557-21-000005.txt : 20211117 0001803557-21-000005.hdr.sgml : 20211117 20211117170428 ACCESSION NUMBER: 0001803557-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211117 DATE AS OF CHANGE: 20211117 EFFECTIVENESS DATE: 20211117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Center for Financial Planning, Inc. CENTRAL INDEX KEY: 0001803557 IRS NUMBER: 382779698 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-20001 FILM NUMBER: 211421404 BUSINESS ADDRESS: STREET 1: 24800 DENSO DRIVE STREET 2: SUITE 300 CITY: SOUTHFIED STATE: MI ZIP: 48033 BUSINESS PHONE: 248-948-7900 MAIL ADDRESS: STREET 1: 24800 DENSO DRIVE STREET 2: SUITE 300 CITY: SOUTHFIED STATE: MI ZIP: 48033 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001803557 XXXXXXXX 09-30-2021 09-30-2021 true 1 RESTATEMENT Center for Financial Planning, Inc.

24800 DENSO DRIVE SUITE 300 SOUTHFIED MI 48033

13F HOLDINGS REPORT 028-20001 Y Error identified in original 13F report. Amanda Colleen Toia Compliance Manager 248-948-7900 Amanda Colleen Toia Southfield MI 11-17-2021 0 511 411257 false INFORMATION TABLE 2 13FCenterFinPlan3Q2021A.xml 13F AMENDMENT FOR 3Q21 ABB LTD SPONSORED ADR 000375204 8 238 SH SOLE 0 0 238 AFLAC INC COM 001055102 57 1100 SH SOLE 0 0 1100 AES CORP COM 00130H105 0 1 SH SOLE 0 0 1 AT&T INC COM 00206R102 327 12123 SH SOLE 0 0 12123 ABBOTT LABS COM 002824100 1823 15430 SH SOLE 0 0 15430 ABBVIE INC COM 00287Y109 1295 12004 SH SOLE 0 0 12004 ABERDEEN JAPAN EQUITY FD INC COM 00306J109 65 6645 SH SOLE 0 0 6645 ACTIVISION BLIZZARD INC COM 00507V109 8 97 SH SOLE 0 0 97 ADOBE SYSTEMS INCORPORATED COM 00724F101 52 91 SH SOLE 0 0 91 AECOM COM 00766T100 32 500 SH SOLE 0 0 500 ADVANCED MICRO DEVICES INC COM 007903107 28 271 SH SOLE 0 0 271 AGNICO EAGLE MINES LTD COM 008474108 13 250 SH SOLE 0 0 250 AGREE RLTY CORP COM 008492100 1452 21926 SH SOLE 0 0 21926 AIRBNB INC COM CL A 009066101 2 10 SH SOLE 0 0 10 AIR PRODS & CHEMS INC COM 009158106 406 1587 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67020Y100 25 450 SH SOLE 0 0 450 NUCOR CORP COM 670346105 79 800 SH SOLE 0 0 800 NUTANIX INC CL A 67059N108 0 1 SH SOLE 0 0 1 NVIDIA CORPORATION COM 67066G104 47 228 SH SOLE 0 0 228 OGE ENERGY CORP COM 670837103 90 2738 SH SOLE 0 0 2738 OCCIDENTAL PETE CORP COM 674599105 14 476 SH SOLE 0 0 476 OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 1 50 SH SOLE 0 0 50 OMNICOM GROUP INC COM 681919106 551 7602 SH SOLE 0 0 7602 ONEOK INC NEW COM 682680103 6 100 SH SOLE 0 0 100 ORACLE CORP COM 68389X105 115 1325 SH SOLE 0 0 1325 ORGANON & CO COMMON STOCK 68622V106 21 649 SH SOLE 0 0 649 OTIS WORLDWIDE CORP COM 68902V107 58 705 SH SOLE 0 0 705 PG&E CORP COM 69331C108 2 200 SH SOLE 0 0 200 PNC FINL SVCS GROUP INC COM 693475105 49 250 SH SOLE 0 0 250 PPG INDS INC COM 693506107 157 1098 SH SOLE 0 0 1098 PPL CORP COM 69351T106 70 2498 SH SOLE 0 0 2498 PARKER-HANNIFIN CORP COM 701094104 13 46 SH SOLE 0 0 46 PAYCHEX INC COM 704326107 3 27 SH SOLE 0 0 27 PAYPAL HLDGS INC COM 70450Y103 75 290 SH SOLE 0 0 290 PENN NATL GAMING INC COM 707569109 1 20 SH SOLE 0 0 20 PEPSICO INC COM 713448108 1592 10581 SH SOLE 0 0 10581 PFIZER INC COM 717081103 734 17073 SH SOLE 0 0 17073 PHILIP MORRIS INTL INC COM 718172109 137 1445 SH SOLE 0 0 1445 PHILLIPS 66 COM 718546104 0 7 SH SOLE 0 0 7 PHYSICIANS RLTY TR COM 71943U104 10 540 SH SOLE 0 0 540 PING IDENTITY HLDG CORP COM 72341T103 1 50 SH SOLE 0 0 50 PINTEREST INC CL A 72352L106 10 200 SH SOLE 0 0 200 PIONEER NAT RES CO COM 723787107 250 1500 SH SOLE 0 0 1500 PREFORMED LINE PRODS CO COM 740444104 12 185 SH SOLE 0 0 185 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 6 100 SH SOLE 0 0 100 PROCTER AND GAMBLE CO COM 742718109 2834 20270 SH SOLE 0 0 20270 PROGRESSIVE CORP COM 743315103 295 3260 SH SOLE 0 0 3260 PRUDENTIAL FINL INC COM 744320102 6 58 SH SOLE 0 0 58 PUBLIC STORAGE COM 74460D109 189 636 SH SOLE 0 0 636 QUALCOMM INC COM 747525103 48 370 SH SOLE 0 0 370 RAYMOND JAMES FINL INC COM 754730109 2284 24753 SH SOLE 0 0 24753 RAYTHEON TECHNOLOGIES CORP COM 75513E101 136 1582 SH SOLE 0 0 1582 RE MAX HLDGS INC CL A 75524W108 104 3325 SH SOLE 0 0 3325 REALTY INCOME CORP COM 756109104 38 580 SH SOLE 0 0 580 REPLIGEN CORP COM 759916109 51 175 SH SOLE 0 0 175 RETAIL VALUE INC COM 76133Q102 0 12 SH SOLE 0 0 12 RINGCENTRAL INC CL A 76680R206 12 55 SH SOLE 0 0 55 ROBLOX CORP CL A 771049103 496 6559 SH SOLE 0 0 6559 ROCKWELL AUTOMATION INC COM 773903109 348 1182 SH SOLE 0 0 1182 ROPER TECHNOLOGIES INC COM 776696106 285 639 SH SOLE 0 0 639 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 4 80 SH SOLE 0 0 80 S&P GLOBAL INC COM 78409V104 17 41 SH SOLE 0 0 41 SPDR S&P 500 ETF TR TR UNIT 78462F103 1869 4355 SH SOLE 0 0 4355 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 33 721 SH SOLE 0 0 721 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 45 1256 SH SOLE 0 0 1256 SPDR SER TR PORTFOLIO INTRMD 78464A375 9 259 SH SOLE 0 0 259 SPDR SER TR FTSE INT GVT ETF 78464A490 44 817 SH SOLE 0 0 817 SPDR SER TR S&P TRANSN ETF 78464A532 1 16 SH SOLE 0 0 16 SPDR SER TR HLTH CR EQUIP 78464A581 20 160 SH SOLE 0 0 160 SPDR SER TR DJ REIT ETF 78464A607 32 300 SH SOLE 0 0 300 SPDR SER TR S&P REGL BKG 78464A698 14 210 SH SOLE 0 0 210 SPDR SER TR S&P DIVID ETF 78464A763 184 1565 SH SOLE 0 0 1565 SPDR SER TR S&P SEMICNDCTR 78464A862 42 212 SH SOLE 0 0 212 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 100 297 SH SOLE 0 0 297 SPDR SER TR BLOMBERG BRC INV 78468R200 9 292 SH SOLE 0 0 292 SPDR SER TR BLOOMBERG BRCLYS 78468R622 17 160 SH SOLE 0 0 160 SPDR SER TR PORTFOLIO S&P600 78468R853 21 500 SH SOLE 0 0 500 SALESFORCE COM INC COM 79466L302 1886 6954 SH SOLE 0 0 6954 SANOFI SPONSORED ADR 80105N105 5 100 SH SOLE 0 0 100 SAP SE SPON ADR 803054204 0 1 SH SOLE 0 0 1 SARATOGA INVT CORP COM NEW 80349A208 0 2 SH SOLE 0 0 2 SCHLUMBERGER LTD COM STK 806857108 30 1000 SH SOLE 0 0 1000 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 30 404 SH SOLE 0 0 404 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 49 1264 SH SOLE 0 0 1264 SCHWAB STRATEGIC TR US REIT ETF 808524847 14 305 SH SOLE 0 0 305 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 74 1300 SH SOLE 0 0 1300 SCOTTS MIRACLE-GRO CO CL A 810186106 14 98 SH SOLE 0 0 98 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 15 115 SH SOLE 0 0 115 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 16 87 SH SOLE 0 0 87 SELECT SECTOR SPDR TR ENERGY 81369Y506 4 72 SH SOLE 0 0 72 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 32 845 SH SOLE 0 0 845 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 16 165 SH SOLE 0 0 165 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 11 75 SH SOLE 0 0 75 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 23 290 SH SOLE 0 0 290 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 42 653 SH SOLE 0 0 653 SERVICE CORP INTL COM 817565104 9 149 SH SOLE 0 0 149 SERVICENOW INC COM 81762P102 33 53 SH SOLE 0 0 53 SHERWIN WILLIAMS CO COM 824348106 15 54 SH SOLE 0 0 54 SIMON PPTY GROUP INC NEW COM 828806109 10 76 SH SOLE 0 0 76 SIRIUS XM HOLDINGS INC COM 82968B103 0 1 SH SOLE 0 0 1 SITE CTRS CORP COM 82981J109 2 125 SH SOLE 0 0 125 SMUCKER J M CO COM NEW 832696405 0 1 SH SOLE 0 0 1 SNAP ON INC COM 833034101 44 210 SH SOLE 0 0 210 SNAP INC CL A 83304A106 41 561 SH SOLE 0 0 561 SNOWFLAKE INC CL A 833445109 3 10 SH SOLE 0 0 10 SOHU COM LTD SPONSORED ADS 83410S108 2 100 SH SOLE 0 0 100 SOUTHERN CO COM 842587107 208 3360 SH SOLE 0 0 3360 SOUTHWEST AIRLS CO COM 844741108 58 1135 SH SOLE 0 0 1135 SPIRIT AIRLS INC COM 848577102 9 350 SH SOLE 0 0 350 STANLEY BLACK & DECKER INC COM 854502101 547 3123 SH SOLE 0 0 3123 STARBUCKS CORP COM 855244109 12 108 SH SOLE 0 0 108 STATE STR CORP COM 857477103 68 800 SH SOLE 0 0 800 STRYKER CORPORATION COM 863667101 1394 5287 SH SOLE 0 0 5287 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 1 43 SH SOLE 0 0 43 SUNCOR ENERGY INC NEW COM 867224107 11 550 SH SOLE 0 0 550 SUNCOKE ENERGY INC COM 86722A103 4 700 SH SOLE 0 0 700 SUNRUN INC COM 86771W105 48 1100 SH SOLE 0 0 1100 SUPERIOR INDS INTL INC COM 868168105 14 2000 SH SOLE 0 0 2000 SYNCHRONY FINANCIAL COM 87165B103 199 4076 SH SOLE 0 0 4076 SYSCO CORP COM 871829107 3 36 SH SOLE 0 0 36 TJX COS INC NEW COM 872540109 195 2954 SH SOLE 0 0 2954 T-MOBILE US INC COM 872590104 20 156 SH SOLE 0 0 156 TTM TECHNOLOGIES INC COM 87305R109 0 1 SH SOLE 0 0 1 TARGET CORP COM 87612E106 106 462 SH SOLE 0 0 462 TELADOC HEALTH INC COM 87918A105 6 50 SH SOLE 0 0 50 TERADATA CORP DEL COM 88076W103 4 64 SH SOLE 0 0 64 TESLA INC COM 88160R101 884 1140 SH SOLE 0 0 1140 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 11 1100 SH SOLE 0 0 1100 TEXAS INSTRS INC COM 882508104 191 994 SH SOLE 0 0 994 THERMO FISHER SCIENTIFIC INC COM 883556102 2307 4038 SH SOLE 0 0 4038 3M CO COM 88579Y101 1541 8787 SH SOLE 0 0 8787 TITAN MED INC COM NEW 88830X819 4 2848 SH SOLE 0 0 2848 TOPBUILD CORP COM 89055F103 8 39 SH SOLE 0 0 39 TOTALENERGIES SE SPONSORED ADS 89151E109 29 600 SH SOLE 0 0 600 TRACTOR SUPPLY CO COM 892356106 4 20 SH SOLE 0 0 20 TRAVELERS COMPANIES INC COM 89417E109 6 41 SH SOLE 0 0 41 TRI CONTL CORP COM 895436103 1 21 SH SOLE 0 0 21 TUSIMPLE HLDGS INC CL A 90089L108 0 1 SH SOLE 0 0 1 TWITTER INC COM 90184L102 22 360 SH SOLE 0 0 360 TWO HBRS INVT CORP COM NEW 90187B408 0 65 SH SOLE 0 0 65 II-VI INC COM 902104108 59 1000 SH SOLE 0 0 1000 US BANCORP DEL COM NEW 902973304 474 7975 SH SOLE 0 0 7975 U S PHYSICAL THERAPY COM 90337L108 111 1001 SH SOLE 0 0 1001 UBER TECHNOLOGIES INC COM 90353T100 0 10 SH SOLE 0 0 10 UNDER ARMOUR INC CL A 904311107 22 1097 SH SOLE 0 0 1097 UNION PAC CORP COM 907818108 1049 5351 SH SOLE 0 0 5351 UNITED PARCEL SERVICE INC CL B 911312106 625 3434 SH SOLE 0 0 3434 UNITED RENTALS INC COM 911363109 28 80 SH SOLE 0 0 80 UNITEDHEALTH GROUP INC COM 91324P102 374 958 SH SOLE 0 0 958 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 31 800 SH SOLE 0 0 800 VANECK ETF TRUST JP MRGAN EM LOC 92189H300 40 1347 SH SOLE 0 0 1347 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9 57 SH SOLE 0 0 57 VANGUARD STAR FDS VG TL INTL STK F 921909768 7094 112137 SH SOLE 0 0 112137 VANGUARD WORLD FD MEGA GRWTH IND 921910816 17 73 SH SOLE 0 0 73 VANGUARD WELLINGTON FD US QUALITY 921935706 105 900 SH SOLE 0 0 900 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1396 27655 SH SOLE 0 0 27655 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 151 1465 SH SOLE 0 0 1465 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 38 663 SH SOLE 0 0 663 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 717 5365 SH SOLE 0 0 5365 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 57 941 SH SOLE 0 0 941 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4019 80361 SH SOLE 0 0 80361 VANGUARD WORLD FDS ENERGY ETF 92204A306 473 6395 SH SOLE 0 0 6395 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 11 123 SH SOLE 0 0 123 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 66 268 SH SOLE 0 0 268 VANGUARD WORLD FDS INF TECH ETF 92204A702 1653 4118 SH SOLE 0 0 4118 VANGUARD WORLD FDS UTILITIES ETF 92204A876 52 375 SH SOLE 0 0 375 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 179 3351 SH SOLE 0 0 3351 VELODYNE LIDAR INC COM 92259F101 1 175 SH SOLE 0 0 175 VENTAS INC COM 92276F100 6 100 SH SOLE 0 0 100 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 33 611 SH SOLE 0 0 611 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 99704 252799 SH SOLE 0 0 252799 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 164 1173 SH SOLE 0 0 1173 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 25 105 SH SOLE 0 0 105 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 74 729 SH SOLE 0 0 729 VANGUARD INDEX FDS SML CP GRW ETF 922908595 510 1822 SH SOLE 0 0 1822 VANGUARD INDEX FDS SM CP VAL ETF 922908611 38132 225286 SH SOLE 0 0 225286 VANGUARD INDEX FDS MID CAP ETF 922908629 680 2874 SH SOLE 0 0 2874 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1143 5690 SH SOLE 0 0 5690 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 45 248 SH SOLE 0 0 248 VANGUARD INDEX FDS GROWTH ETF 922908736 2490 8581 SH SOLE 0 0 8581 VANGUARD INDEX FDS VALUE ETF 922908744 1530 11305 SH SOLE 0 0 11305 VANGUARD INDEX FDS SMALL CP ETF 922908751 23187 106037 SH SOLE 0 0 106037 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1536 6915 SH SOLE 0 0 6915 VERIZON COMMUNICATIONS INC COM 92343V104 814 15079 SH SOLE 0 0 15079 VERISK ANALYTICS INC COM 92345Y106 8 38 SH SOLE 0 0 38 VIATRIS INC COM 92556V106 18 1327 SH SOLE 0 0 1327 VISA INC COM CL A 92826C839 282 1265 SH SOLE 0 0 1265 VISTEON CORP COM NEW 92839U206 0 1 SH SOLE 0 0 1 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 11 690 SH SOLE 0 0 690 WD 40 CO COM 929236107 69 300 SH SOLE 0 0 300 WP CAREY INC COM 92936U109 1 15 SH SOLE 0 0 15 WABTEC COM 929740108 2 18 SH SOLE 0 0 18 WALMART INC COM 931142103 305 2190 SH SOLE 0 0 2190 WELLS FARGO CO NEW COM 949746101 17 356 SH SOLE 0 0 356 WELLTOWER INC COM 95040Q104 11 133 SH SOLE 0 0 133 WESTROCK CO COM 96145D105 17 345 SH SOLE 0 0 345 WEYERHAEUSER CO MTN BE COM NEW 962166104 8 221 SH SOLE 0 0 221 XPO LOGISTICS INC COM 983793100 8 95 SH SOLE 0 0 95 XILINX INC COM 983919101 30 200 SH SOLE 0 0 200 XYLEM INC COM 98419M100 44 352 SH SOLE 0 0 352 XPENG INC ADS 98422D105 5 150 SH SOLE 0 0 150 YUM BRANDS INC COM 988498101 8 64 SH SOLE 0 0 64 ZIMMER BIOMET HOLDINGS INC COM 98956P102 602 4110 SH SOLE 0 0 4110 ZOETIS INC CL A 98978V103 32 163 SH SOLE 0 0 163 ZSCALER INC COM 98980G102 26 100 SH SOLE 0 0 100 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4 17 SH SOLE 0 0 17 ADIENT PLC ORD SHS G0084W101 2 51 SH SOLE 0 0 51 AON PLC SHS CL A G0403H108 244 853 SH SOLE 0 0 853 EATON CORP PLC SHS G29183103 510 3417 SH SOLE 0 0 3417 IHS MARKIT LTD SHS G47567105 335 2871 SH SOLE 0 0 2871 JOHNSON CTLS INTL PLC SHS G51502105 0 1 SH SOLE 0 0 1 MEDTRONIC PLC SHS G5960L103 378 3013 SH SOLE 0 0 3013 NORDIC AMERICAN TANKERS LIMI COM G65773106 1 250 SH SOLE 0 0 250 TRANE TECHNOLOGIES PLC SHS G8994E103 303 1754 SH SOLE 0 0 1754 ALCON AG ORD SHS H01301128 2 20 SH SOLE 0 0 20 CHUBB LIMITED COM H1467J104 326 1878 SH SOLE 0 0 1878 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 1 10 SH SOLE 0 0 10 TRANSOCEAN LTD REG SHS H8817H100 0 130 SH SOLE 0 0 130 ARRIVAL GROUP SHS L0423Q108 33 2500 SH SOLE 0 0 2500 SPOTIFY TECHNOLOGY S A SHS L8681T102 8 37 SH SOLE 0 0 37 GILAT SATELLITE NETWORKS LTD SHS NEW M51474118 4 500 SH SOLE 0 0 500 NXP SEMICONDUCTORS N V COM N6596X109 322 1642 SH SOLE 0 0 1642 STELLANTIS N.V SHS N82405106 13 700 SH SOLE 0 0 700