Notify me when Plancorp, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 365 | $3,307,708,953 | +$115,106,622 | -$89,663,063 | +$25,443,559 | DFAC, VTI, DFUS, DFUV, DFIV | 13F-HR | 04 Feb 2026, 20:42 |
| Q3 2025 | 379 | $3,187,871,681 | +$142,045,530 | -$62,856,429 | +$79,189,101 | DFAC, DFUS, VTI, DFUV, DFIV | 13F-HR | 15 Oct 2025, 06:19 |
| Q2 2025 | 375 | $2,887,267,078 | +$227,042,366 | -$66,567,832 | +$160,474,534 | DFAC, DFUS, DFUV, VTI, DFIV | 13F-HR | 15 Jul 2025, 20:46 |
| Q1 2025 | 361 | $2,523,114,469 | +$156,798,682 | -$19,908,452 | +$136,890,230 | DFAC, DFUS, DFUV, VTI, DFIV | 13F-HR | 15 May 2025, 16:09 |
| Q4 2024 | 319 | $2,434,919,543 | +$52,597,542 | -$42,812,297 | +$9,785,245 | DFAC, DFUS, DFUV, VTI, DFAX | 13F-HR | 11 Feb 2025, 13:28 |
| Q3 2024 | 315 | $2,450,571,186 | +$34,432,569 | -$37,621,467 | -$3,188,898 | DFAC, DFUS, DFUV, VTI, DFAX | 13F-HR | 12 Nov 2024, 13:43 |
| Q2 2024 | 293 | $2,307,416,663 | +$39,550,441 | -$31,522,511 | +$8,027,930 | DFAC, DFUS, DFUV, VTI, DFAX | 13F-HR | 09 Aug 2024, 15:47 |
| Q1 2024 | 295 | $2,303,196,856 | +$91,227,554 | -$29,766,312 | +$61,461,242 | DFAC, DFUS, DFUV, VTI, DFAX | 13F-HR | 14 May 2024, 17:36 |
| Q4 2023 | 278 | $2,086,633,329 | +$48,755,852 | -$28,030,810 | +$20,725,042 | DFAC, DFUS, DFUV, DFAX, DFIV | 13F-HR | 09 Feb 2024, 14:48 |
| Q3 2023 | 258 | $1,868,619,187 | +$77,069,784 | -$12,954,818 | +$64,114,966 | DFAC, DFUS, DFUV, DFAX, DFIV | 13F-HR | 08 Nov 2023, 15:36 |
| Q2 2023 | 242 | $1,854,177,884 | +$27,953,741 | -$34,192,436 | -$6,238,695 | DFAC, DFUS, DFUV, DFAX, DFIV | 13F-HR | 26 Jul 2023, 16:05 |
| Q1 2023 | 254 | $1,778,847,468 | +$36,054,896 | -$19,423,138 | +$16,631,758 | DFAC, DFUS, DFUV, DFAX, DFIV | 13F-HR | 11 May 2023, 13:25 |
| Q4 2022 | 234 | $1,695,285,876 | +$63,760,861 | -$32,267,935 | +$31,492,926 | DFAC, DFUS, DFUV, DFAX, DFAS | 13F-HR | 14 Feb 2023, 16:09 |
| Q3 2022 | 230 | $1,499,204,000 | +$36,983,397 | -$24,562,105 | +$12,421,292 | DFAC, DFUS, DFUV, DFAX, DFAS | 13F-HR | 10 Nov 2022, 15:48 |
| Q2 2022 | 244 | $1,586,964,000 | +$309,467,214 | -$25,481,550 | +$283,985,664 | DFAC, DFUS, DFUV, DFAX, DFAS | 13F-HR | 04 Aug 2022, 11:47 |
| Q1 2022 | 246 | $1,537,616,000 | +$31,009,895 | -$10,301,126 | +$20,708,769 | DFAC, DFUS, DFAX, DFAS, DFAT | 13F-HR | 13 May 2022, 16:23 |
| Q4 2021 | 244 | $1,577,397,000 | +$41,960,832 | -$14,496,808 | +$27,464,024 | DFAC, DFUS, DFAX, DFAS, DFAT | 13F-HR | 10 Feb 2022, 17:49 |
| Q3 2021 | 237 | $1,447,158,000 | +$208,517,556 | -$16,191,215 | +$192,326,341 | DFAC, DFUS, DFAX, DFAS, DFAT | 13F-HR | 15 Nov 2021, 16:07 |
| Q2 2021 | 219 | $1,274,620,000 | +$805,190,156 | -$10,576,392 | +$794,613,764 | DFAC, DFUS, DFAS, DFAT, AVDE | 13F-HR | 13 Aug 2021, 16:31 |
| Q1 2021 | 204 | $453,901,000 | +$31,771,259 | -$10,036,735 | +$21,734,524 | AVDE, EMR, AVUS, LRGF, SCZ | 13F-HR | 14 May 2021, 11:28 |
| Q4 2020 | 198 | $405,839,000 | +$50,909,679 | -$10,218,398 | +$40,691,281 | AVDE, EMR, AVUS, SCZ, VTI | 13F-HR | 09 Feb 2021, 13:30 |
| Q3 2020 | 185 | $328,532,000 | +$22,792,412 | -$39,491,897 | -$16,699,485 | AVDE, EMR, AVUS, SCZ, ZM | 13F-HR | 16 Nov 2020, 16:25 |
| Q2 2020 | 175 | $326,684,000 | +$26,248,880 | -$12,951,901 | +$13,296,979 | AVDE, EMR, SCZ, AVUS, VTI | 13F-HR | 11 Aug 2020, 16:46 |
| Q1 2020 | 162 | $255,968,000 | +$45,237,819 | -$45,084,086 | +$153,733 | EMR, AVDE, SCZ, AVUS, VTI | 13F-HR | 14 May 2020, 16:18 |
| Q4 2019 | 190 | $326,370,000 | +$52,560,754 | -$2,402,667 | +$50,158,087 | EMR, SPY, SCZ, VTI, EFV | 13F-HR | 03 Feb 2020, 10:45 |
| Q3 2019 | 168 | $258,269,000 | +$7,372,002 | -$5,853,482 | +$1,518,520 | EMR, SPY, SCZ, BA, EFV | 13F-HR | 12 Nov 2019, 10:00 |
| Q2 2019 | 169 | $252,526,000 | +$5,948,421 | -$19,733,629 | -$13,785,208 | EMR, SPY, SCZ, BA, EFV | 13F-HR | 13 Aug 2019, 16:03 |
| Q1 2019 | 175 | $264,040,000 | +$23,209,744 | -$2,871,194 | +$20,338,550 | EMR, SPY, SCZ, BA, EFV | 13F-HR | 14 May 2019, 10:57 |
| Q4 2018 | 156 | $216,296,000 | +$13,254,883 | -$19,093,509 | -$5,838,626 | EMR, SPY, SCZ, BA, EFV | 13F-HR | 14 Feb 2019, 16:27 |
| Q3 2018 | 172 | $252,917,000 | +$7,265,184 | -$14,580,956 | -$7,315,772 | EMR, SPY, SCZ, BA, EFV | 13F-HR | 13 Nov 2018, 16:01 |
| Q2 2018 | 164 | $250,320,000 | +$3,337,658 | -$71,438,672 | -$68,101,014 | EMR, SPY, SCZ, BA, EFV | 13F-HR | 14 Aug 2018, 12:39 |
| Q1 2018 | 158 | $312,826,000 | +$31,815,746 | -$18,613,684 | +$13,202,062 | BSV, SHM, EMR, SPY, SCZ | 13F-HR | 16 Apr 2018, 14:43 |
| Q4 2017 | 171 | $306,552,000 | +$11,438,299 | -$51,426,129 | -$39,987,830 | SHM, EMR, SCZ, SPY, BSV | 13F-HR | 19 Jan 2018, 08:17 |
| Q3 2017 | 166 | $338,503,000 | +$7,600,363 | -$16,028,061 | -$8,427,698 | SHM, SCZ, SPY, EMR, EFV | 13F-HR | 11 Oct 2017, 15:49 |
| Q2 2017 | 170 | $336,616,000 | +$5,945,726 | -$16,748,686 | -$10,802,960 | SHM, SCZ, EMR, SPY, EFV | 13F-HR | 25 Jul 2017, 15:24 |
| Q1 2017 | 170 | $342,666,000 | +$6,870,269 | -$28,482,353 | -$21,612,084 | SHM, SCZ, EMR, SPY, BA | 13F-HR | 12 May 2017, 12:40 |
| Q4 2016 | 164 | $351,134,000 | +$198,922,881 | -$3,901,957 | +$195,020,924 | SHM, SCZ, EMR, SPY, EFV | 13F-HR | 14 Feb 2017, 10:05 |
| Q3 2016 | 68 | $152,146,000 | +$43,580,402 | -$1,100,000 | +$42,480,402 | SCZ, EMR, MON, BA, VNQ | 13F-HR | 08 Nov 2016, 15:02 |
| Q2 2016 | 43 | $112,707,000 | +$54,353,790 | -$30,136,323 | +$24,217,467 | SCZ, EMR, MON, BA, VNQ | 13F-HR | 04 Aug 2016, 14:09 |
| Q1 2016 | 43 | $83,432,000 | +$46,931,945 | -$48,018,615 | -$1,086,670 | SCZ, SPY, EFV, MON, EPC | 13F-HR | 13 May 2016, 18:30 |
| Q4 2015 | 77 | $83,703,000 | +$7,984,671 | -$38,548,153 | -$30,563,482 | EMR, MON, BA, EPC, DRE | 13F-HR | 09 Feb 2016, 16:58 |
| Q3 2015 | 93 | $110,119,000 | +$21,660,085 | -$3,587,759 | +$18,072,326 | SCZ, EMR, EFV, MON, BA | 13F-HR | 13 Nov 2015, 17:30 |
| Q2 2015 | 74 | $107,404,000 | +$48,119,831 | -$39,307,934 | +$8,811,897 | SCZ, EMR, MON, EPC, EFV | 13F-HR | 14 Aug 2015, 14:51 |
| Q1 2015 | 90 | $100,475,000 | +$33,235,651 | -$28,674,297 | +$4,561,354 | EMR, MON, R108, BA, DRE | 13F-HR | 14 May 2015, 17:02 |
| Q4 2014 | 68 | $95,701,000 | +$34,037,017 | -$35,869,586 | -$1,832,569 | EMR, SCZ, R108, EFV, MON | 13F-HR | 06 Feb 2015, 17:04 |
| Q3 2014 | 98 | $95,136,000 | +$36,086,724 | -$49,094,677 | -$13,007,953 | EMR, R108, MON, BA, FNV | 13F-HR | 12 Nov 2014, 06:39 |
| Q2 2014 | 73 | $111,277,000 | +$7,952,464 | -$48,637,833 | -$40,685,369 | EMR, SCZ, SPY, R108, EFV | 13F-HR | 11 Aug 2014, 16:48 |
| Q1 2014 | 124 | $147,325,000 | +$37,018,899 | -$4,075,498 | +$32,943,401 | EMR, SCZ, SPY, R108, EFV | 13F-HR | 08 May 2014, 17:28 |
| Q4 2013 | 97 | $113,458,000 | $0 | $0 | $0 | EMR, SCZ, R108, MON, EFV | 13F-HR | 10 Feb 2014, 18:06 |