American Planning Services

American Planning Services as of Dec. 31, 2022

Portfolio Holdings for American Planning Services

American Planning Services holds 24 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 31.9 $32M 635k 50.27
Pacer Fds Tr Us Cash Cows 100 (COWZ) 13.4 $13M 289k 46.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 11.4 $11M 37k 308.90
Ishares Tr TRS FLT RT BD (TFLO) 9.6 $9.6M 191k 50.41
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 7.8 $7.8M 24k 331.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.5 $7.5M 20k 382.42
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 7.5 $7.5M 174k 42.94
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $3.2M 42k 75.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $1.2M 4.6k 266.25
Apple (AAPL) 1.1 $1.1M 8.4k 129.93
Thermo Fisher Scientific (TMO) 0.8 $826k 1.5k 550.69
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.7 $692k 9.3k 74.55
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $582k 11k 54.49
Procter & Gamble Company (PG) 0.4 $386k 2.5k 151.56
Oracle Corporation (ORCL) 0.4 $376k 4.6k 81.74
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.3 $347k 8.6k 40.46
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.3 $336k 10k 32.67
Exxon Mobil Corporation (XOM) 0.3 $330k 3.0k 110.32
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $317k 3.9k 81.17
Johnson & Johnson (JNJ) 0.3 $292k 1.7k 176.65
Pepsi (PEP) 0.3 $289k 1.6k 180.70
McDonald's Corporation (MCD) 0.3 $275k 1.0k 263.53
Microsoft Corporation (MSFT) 0.3 $252k 1.0k 239.82
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $214k 1.9k 114.89