Planned Solutions
Latest statistics and disclosures from Planned Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MOAT, FNDX, ITOT, JPIE, BIV, and represent 39.70% of Planned Solutions's stock portfolio.
- Added to shares of these 10 stocks: AAPL, SGOV, JPIE, MSFT, PSA, ITOT, BIV, GILD, TSLA, CINF.
- Started 559 new stock positions in DUK, WSM, IAK, DAIO, CEF, F, RS, KO, VOO, FBP.
- Reduced shares in these 8 stocks: MOTI, LLY, INTC, SWKS, TIP, AEP, MRK, AMZN.
- Planned Solutions was a net buyer of stock by $32M.
- Planned Solutions has $249M in assets under management (AUM), dropping by 20.59%.
- Central Index Key (CIK): 0001831332
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Portfolio Holdings for Planned Solutions
Planned Solutions holds 661 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Planned Solutions has 661 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Planned Solutions Sept. 30, 2024 positions
- Download the Planned Solutions September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 11.6 | $29M | 297k | 96.95 |
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| Schwab Fundamental U.s. Large Company Etf Etf (FNDX) | 9.9 | $25M | 345k | 71.76 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 7.4 | $18M | 147k | 125.62 |
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| Jpmorgan Income Etf Etf (JPIE) | 5.8 | $15M | +3% | 313k | 46.39 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 5.0 | $12M | +2% | 158k | 78.37 |
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| Jp Morgan Us Value Factor Etf Etf (JVAL) | 4.4 | $11M | 249k | 43.57 |
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| Invesco S&p 500 Garp Etf Etf (SPGP) | 4.4 | $11M | +2% | 104k | 104.67 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 4.3 | $11M | +2% | 202k | 52.81 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 3.6 | $8.9M | 18k | 488.08 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 2.7 | $6.8M | 87k | 78.05 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 2.4 | $6.0M | +4% | 117k | 51.50 |
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| Illinois Tool Wks Stock (ITW) | 2.2 | $5.5M | 21k | 262.07 |
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| Apple Stock (AAPL) | 1.9 | $4.7M | +20% | 20k | 233.00 |
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| Elastic N V Ord Stock (ESTC) | 1.7 | $4.2M | 55k | 76.76 |
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| Invesco S&p 500 Pure Value Etf Etf (RPV) | 1.6 | $4.0M | +2% | 45k | 88.92 |
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| Ishares Msci Global Energy Producers Etf Etf (FILL) | 1.1 | $2.8M | +3% | 112k | 24.81 |
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| Eli Lilly & Co Stock (LLY) | 1.0 | $2.6M | -10% | 2.9k | 885.94 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 1.0 | $2.4M | +12% | 36k | 66.52 |
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| Microsoft Corp Stock (MSFT) | 0.8 | $1.9M | +29% | 4.4k | 430.27 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.6 | $1.5M | 7.0k | 220.90 |
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| Nvidia Corporation Stock (NVDA) | 0.6 | $1.4M | +2% | 12k | 121.44 |
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| Meta Platforms Inc Cl A Stock (META) | 0.4 | $1.1M | 1.9k | 572.44 |
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| Ishares Edge Msci Usa Momentum Factor Etf Etf (MTUM) | 0.4 | $1.1M | 5.4k | 202.76 |
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| Schwab International Equity Etf Etf (SCHF) | 0.4 | $1.1M | +11% | 26k | 41.12 |
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| Ishares U.s. Equity Factor Etf Etf (LRGF) | 0.4 | $1.1M | +14% | 18k | 58.77 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.4 | $1.0M | 7.8k | 135.08 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.4 | $928k | 9.7k | 95.75 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $881k | 1.9k | 460.26 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.3 | $859k | 1.5k | 576.90 |
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| International Business Machs Stock (IBM) | 0.3 | $833k | 3.8k | 221.08 |
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| Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) | 0.3 | $831k | +5% | 8.3k | 100.69 |
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| Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.3 | $794k | +3% | 16k | 48.98 |
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| Vaneck Morningstar International Moat Etf Etf (MOTI) | 0.3 | $788k | -40% | 23k | 35.05 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.3 | $784k | -9% | 7.1k | 110.47 |
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| Ishares Gnma Bond Etf Etf (GNMA) | 0.3 | $776k | +2% | 17k | 44.79 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $714k | +4% | 4.3k | 167.19 |
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| Johnson & Johnson Stock (JNJ) | 0.3 | $708k | +28% | 4.4k | 162.04 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.3 | $679k | 11k | 62.32 |
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| Procter And Gamble Stock (PG) | 0.3 | $665k | 3.8k | 173.19 |
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| Ishares International Select Dividend Etf Etf (IDV) | 0.3 | $633k | 21k | 30.23 |
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| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.3 | $625k | +8% | 6.2k | 101.27 |
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| Vanguard Value Etf Etf (VTV) | 0.2 | $622k | 3.6k | 174.57 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $614k | 2.0k | 304.51 |
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| Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) | 0.2 | $600k | NEW | 6.0k | 100.72 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.2 | $549k | +30% | 6.5k | 84.53 |
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| Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.2 | $541k | 5.9k | 91.93 |
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| Costco Whsl Corp Stock (COST) | 0.2 | $518k | +4% | 584.00 | 886.10 |
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| Arista Networks Stock (ANET) | 0.2 | $511k | 1.3k | 383.82 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $494k | 2.3k | 210.86 |
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| Walmart Stock (WMT) | 0.2 | $488k | 6.0k | 80.76 |
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| D R Horton Stock (DHI) | 0.2 | $487k | +8% | 2.6k | 190.77 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $480k | 2.4k | 198.07 |
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| Exxon Mobil Corp Stock (XOM) | 0.2 | $479k | +17% | 4.1k | 117.22 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $478k | 833.00 | 573.93 |
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| Chevron Corp Stock (CVX) | 0.2 | $471k | 3.2k | 147.27 |
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| Axon Enterprise Stock (AXON) | 0.2 | $468k | 1.2k | 399.60 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $460k | 1.7k | 274.89 |
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| Merck & Co Stock (MRK) | 0.2 | $454k | 4.0k | 113.56 |
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| Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) | 0.2 | $445k | 3.9k | 112.98 |
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| Pulte Group Stock (PHM) | 0.2 | $439k | 3.1k | 143.53 |
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| Intuit Stock (INTU) | 0.2 | $417k | 672.00 | 621.00 |
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| Cisco Sys Stock (CSCO) | 0.1 | $366k | +33% | 6.9k | 53.22 |
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| Sanofi Adr (SNY) | 0.1 | $358k | +22% | 6.2k | 57.63 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $351k | 567.00 | 618.57 |
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| Adobe Stock (ADBE) | 0.1 | $346k | 669.00 | 517.78 |
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| Public Storage Oper Reit (PSA) | 0.1 | $345k | NEW | 947.00 | 363.87 |
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| Nucor Corp Stock (NUE) | 0.1 | $322k | +19% | 2.1k | 150.34 |
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| Texas Instrs Stock (TXN) | 0.1 | $318k | +6% | 1.5k | 206.57 |
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| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.1 | $307k | +26% | 11k | 29.18 |
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| Bank America Corp Stock (BAC) | 0.1 | $306k | +3% | 7.7k | 39.68 |
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| Cal Maine Foods Stock (CALM) | 0.1 | $304k | +10% | 4.1k | 74.84 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $297k | 600.00 | 495.11 |
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| Welltower Reit (WELL) | 0.1 | $295k | 2.3k | 128.03 |
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| Ishares Dow Jones U.s. Etf Etf (IYY) | 0.1 | $294k | 2.1k | 139.59 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $289k | +12% | 2.4k | 119.07 |
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| Ishares S&p 100 Etf Etf (OEF) | 0.1 | $288k | 1.0k | 276.76 |
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| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.1 | $288k | 1.6k | 179.30 |
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| Spdr Blackstone Senior Loan Etf Etf (SRLN) | 0.1 | $287k | +9% | 6.9k | 41.76 |
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| Cf Inds Hldgs Stock (CF) | 0.1 | $281k | +11% | 3.3k | 85.80 |
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| Applied Matls Stock (AMAT) | 0.1 | $276k | 1.4k | 202.05 |
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| Mckesson Corp Stock (MCK) | 0.1 | $273k | 553.00 | 494.42 |
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| Garmin Stock (GRMN) | 0.1 | $273k | 1.5k | 176.03 |
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| Abbott Labs Stock (ABT) | 0.1 | $269k | +6% | 2.4k | 114.01 |
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| Intel Corp Stock (INTC) | 0.1 | $269k | -28% | 11k | 23.46 |
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| Gilead Sciences Stock (GILD) | 0.1 | $265k | NEW | 3.2k | 83.84 |
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| Tesla Stock (TSLA) | 0.1 | $262k | NEW | 1.0k | 261.63 |
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| Snap On Stock (SNA) | 0.1 | $261k | +13% | 900.00 | 289.71 |
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| Cincinnati Finl Corp Stock (CINF) | 0.1 | $260k | NEW | 1.9k | 136.12 |
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| Caterpillar Stock (CAT) | 0.1 | $258k | 659.00 | 391.12 |
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| Chubb Stock (CB) | 0.1 | $258k | NEW | 893.00 | 288.39 |
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| Packaging Corp Amer Stock (PKG) | 0.1 | $256k | 1.2k | 215.40 |
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| Rio Tinto Adr (RIO) | 0.1 | $255k | +8% | 3.6k | 71.17 |
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| Ventas Reit (VTR) | 0.1 | $255k | 4.0k | 64.13 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $253k | +2% | 241.00 | 1051.24 |
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| Vanguard Health Care Etf Etf (VHT) | 0.1 | $253k | 895.00 | 282.20 |
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| Verizon Communications Stock (VZ) | 0.1 | $250k | 5.6k | 44.91 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $250k | 1.3k | 197.17 |
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| Regions Financial Corp Stock (RF) | 0.1 | $235k | NEW | 10k | 23.33 |
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| Totalenergies Se Adr (TTE) | 0.1 | $229k | +8% | 3.5k | 64.62 |
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| Green Brick Partners Stock (GRBK) | 0.1 | $226k | NEW | 2.7k | 83.52 |
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| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.1 | $226k | 3.6k | 63.00 |
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| American Elec Pwr Stock (AEP) | 0.1 | $224k | -9% | 2.2k | 102.60 |
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| Toll Brothers Stock (TOL) | 0.1 | $223k | NEW | 1.4k | 154.51 |
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| Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) | 0.1 | $220k | NEW | 4.3k | 50.88 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $214k | 2.6k | 83.63 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $214k | NEW | 1.9k | 115.30 |
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| Bhp Group Adr (BHP) | 0.1 | $209k | NEW | 3.4k | 62.11 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $208k | 354.00 | 586.16 |
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| Realty Income Corp Reit (O) | 0.1 | $206k | NEW | 3.2k | 63.42 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $204k | NEW | 414.00 | 493.80 |
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| Evercore Inc Class A Stock (EVR) | 0.1 | $203k | NEW | 800.00 | 253.34 |
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| Hartford Finl Svcs Group Stock (HIG) | 0.1 | $199k | NEW | 1.7k | 117.61 |
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| Toyota Motor Corp Ads Adr (TM) | 0.1 | $196k | NEW | 1.1k | 178.57 |
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| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.1 | $196k | NEW | 3.8k | 51.12 |
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| Meritage Homes Corp Stock (MTH) | 0.1 | $194k | NEW | 945.00 | 205.07 |
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| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.1 | $193k | NEW | 793.00 | 243.47 |
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| Fastenal Stock (FAST) | 0.1 | $193k | NEW | 2.7k | 71.42 |
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| Simpson Mfg Stock (SSD) | 0.1 | $189k | NEW | 990.00 | 191.27 |
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| Amazon Stock (AMZN) | 0.1 | $189k | -2% | 1.0k | 186.33 |
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| Conocophillips Stock (COP) | 0.1 | $188k | 1.8k | 105.28 |
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| Ishares California Muni Bond Etf Etf (CMF) | 0.1 | $186k | NEW | 3.2k | 58.11 |
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| Cadence Design System Stock (CDNS) | 0.1 | $186k | 685.00 | 271.03 |
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| Synchrony Financial Stock (SYF) | 0.1 | $184k | NEW | 3.7k | 49.88 |
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| Eog Res Stock (EOG) | 0.1 | $181k | NEW | 1.5k | 122.93 |
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| Blackstone Stock (BX) | 0.1 | $179k | NEW | 1.2k | 153.17 |
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| Wells Fargo Stock (WFC) | 0.1 | $178k | NEW | 3.1k | 56.49 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.1 | $176k | NEW | 2.0k | 89.21 |
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| Steel Dynamics Stock (STLD) | 0.1 | $175k | NEW | 1.4k | 126.08 |
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| Ishares U.s. Home Construction Etf Etf (ITB) | 0.1 | $174k | NEW | 1.4k | 127.10 |
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| Valero Energy Corp Stock (VLO) | 0.1 | $171k | NEW | 1.3k | 135.03 |
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| Ishares Msci Usa Value Factor Etf Etf (VLUE) | 0.1 | $171k | NEW | 1.6k | 109.04 |
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| Shell Plc Spon Ads Adr (SHEL) | 0.1 | $169k | NEW | 2.6k | 65.95 |
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| Schwab Fundamental U.s. Small Company Etf Etf (FNDA) | 0.1 | $168k | NEW | 2.8k | 59.57 |
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| Qualcomm Stock (QCOM) | 0.1 | $168k | NEW | 985.00 | 170.12 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $164k | NEW | 1.7k | 97.52 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $162k | NEW | 979.00 | 165.85 |
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| Aflac Stock (AFL) | 0.1 | $162k | NEW | 1.5k | 111.80 |
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| Buckle Stock (BKE) | 0.1 | $160k | NEW | 3.6k | 43.97 |
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| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.1 | $158k | NEW | 2.0k | 80.37 |
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| Constellation Energy Corp Stock (CEG) | 0.1 | $157k | NEW | 604.00 | 260.02 |
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| Cboe Global Mkts Stock (CBOE) | 0.1 | $156k | NEW | 760.00 | 204.87 |
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| Dimensional Us Core Equity Market Etf Etf (DFAU) | 0.1 | $155k | NEW | 3.9k | 39.69 |
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| Essent Group Stock (ESNT) | 0.1 | $153k | NEW | 2.4k | 64.29 |
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| Ishares Russell 2000 Value Etf Etf (IWN) | 0.1 | $152k | NEW | 913.00 | 166.82 |
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| Williams Sonoma Stock (WSM) | 0.1 | $149k | NEW | 960.00 | 154.92 |
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| Hologic Stock (HOLX) | 0.1 | $148k | NEW | 1.8k | 81.46 |
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| Quest Diagnostics Stock (DGX) | 0.1 | $148k | NEW | 950.00 | 155.25 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $146k | NEW | 843.00 | 173.67 |
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| Matson Stock (MATX) | 0.1 | $146k | NEW | 1.0k | 142.62 |
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| Tri Pointe Homes Stock (TPH) | 0.1 | $145k | NEW | 3.2k | 45.31 |
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| Ingredion Stock (INGR) | 0.1 | $145k | NEW | 1.1k | 137.43 |
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| Financial Select Sector Spdr Fund Etf (XLF) | 0.1 | $145k | NEW | 3.2k | 45.32 |
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| Mdu Res Group Stock (MDU) | 0.1 | $144k | NEW | 5.3k | 27.41 |
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| Elevance Health Stock (ELV) | 0.1 | $143k | NEW | 275.00 | 520.00 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $139k | NEW | 237.00 | 584.56 |
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| Citizens Finl Group Stock (CFG) | 0.1 | $138k | NEW | 3.4k | 41.07 |
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| United Microelectronics Corp Adr (UMC) | 0.1 | $137k | 16k | 8.42 |
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| Agnico Eagle Mines Stock (AEM) | 0.1 | $136k | NEW | 1.7k | 80.56 |
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| Morgan Stanley Stock (MS) | 0.1 | $135k | NEW | 1.3k | 104.24 |
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| Micron Technology Stock (MU) | 0.1 | $135k | NEW | 1.3k | 103.71 |
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| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.1 | $134k | NEW | 1.6k | 83.75 |
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| Ishares U.s. Technology Etf Etf (IYW) | 0.1 | $133k | NEW | 878.00 | 151.62 |
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| Coca Cola Stock (KO) | 0.1 | $133k | NEW | 1.9k | 71.86 |
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| Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV) | 0.1 | $132k | NEW | 2.6k | 49.94 |
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| Novartis Adr (NVS) | 0.1 | $132k | NEW | 1.1k | 115.02 |
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| Phillips 66 Stock (PSX) | 0.1 | $129k | NEW | 980.00 | 131.45 |
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| NVR Stock (NVR) | 0.1 | $128k | NEW | 13.00 | 9811.77 |
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| Host Hotels & Resorts Reit (HST) | 0.1 | $126k | NEW | 7.2k | 17.60 |
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| Eastman Chem Stock (EMN) | 0.0 | $123k | NEW | 1.1k | 111.95 |
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| Topbuild Corp Stock (BLD) | 0.0 | $122k | NEW | 300.00 | 406.81 |
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| State Str Corp Stock (STT) | 0.0 | $122k | NEW | 1.4k | 88.47 |
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| Netflix Stock (NFLX) | 0.0 | $121k | NEW | 171.00 | 709.27 |
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| Crh Plc Ord Stock (CRH) | 0.0 | $121k | NEW | 1.3k | 92.74 |
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| Southern Copper Corp Stock (SCCO) | 0.0 | $120k | NEW | 1.0k | 115.67 |
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| Perdoceo Ed Corp Stock (PRDO) | 0.0 | $120k | NEW | 5.4k | 22.24 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $120k | NEW | 144.00 | 833.25 |
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| Oracle Corp Stock (ORCL) | 0.0 | $119k | NEW | 700.00 | 170.40 |
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| Schwab Fundamental International Equity Etf Etf (FNDF) | 0.0 | $118k | NEW | 3.2k | 37.37 |
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| Vanguard Total Corporate Bond Etf Etf (VTC) | 0.0 | $117k | NEW | 1.5k | 79.30 |
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| Lennar Corp Cl B Stock (LEN.B) | 0.0 | $117k | NEW | 675.00 | 172.94 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $117k | NEW | 330.00 | 353.48 |
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| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.0 | $115k | NEW | 2.3k | 50.74 |
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| Houlihan Lokey Inc Cl A Stock (HLI) | 0.0 | $114k | NEW | 722.00 | 158.02 |
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| Vanguard Small-cap Etf Etf (VB) | 0.0 | $113k | NEW | 478.00 | 237.21 |
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| Copart Stock (CPRT) | 0.0 | $113k | NEW | 2.2k | 52.40 |
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| Roper Technologies Stock (ROP) | 0.0 | $113k | NEW | 203.00 | 556.44 |
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| First Finl Bancorp Oh Stock (FFBC) | 0.0 | $111k | NEW | 4.4k | 25.23 |
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| Pepsico Stock (PEP) | 0.0 | $110k | NEW | 649.00 | 170.05 |
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| United Rentals Stock (URI) | 0.0 | $109k | NEW | 135.00 | 809.73 |
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| Schwab Fundamental U.s. Broad Market Etf Etf (FNDB) | 0.0 | $108k | NEW | 1.5k | 70.37 |
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| Pvh Corporation Stock (PVH) | 0.0 | $107k | NEW | 1.1k | 100.83 |
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| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.0 | $107k | NEW | 1.1k | 95.90 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.0 | $107k | NEW | 2.3k | 45.86 |
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| Invesco Large Cap Value Etf Etf (PWV) | 0.0 | $106k | NEW | 1.8k | 58.32 |
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| Synopsys Stock (SNPS) | 0.0 | $106k | NEW | 210.00 | 506.39 |
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| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $106k | NEW | 1.6k | 67.85 |
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| Weyerhaeuser Co Mtn Be Reit (WY) | 0.0 | $104k | NEW | 3.1k | 33.86 |
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| Urban Edge Pptys Reit (UE) | 0.0 | $103k | NEW | 4.8k | 21.39 |
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| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.0 | $103k | NEW | 2.0k | 51.82 |
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| Cleveland-cliffs Stock (CLF) | 0.0 | $102k | NEW | 8.0k | 12.77 |
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| Juniper Networks Stock (JNPR) | 0.0 | $101k | NEW | 2.6k | 38.98 |
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| Skyworks Solutions Stock (SWKS) | 0.0 | $101k | -48% | 1.0k | 98.77 |
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| Factset Resh Sys Stock (FDS) | 0.0 | $101k | NEW | 220.00 | 459.85 |
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| Capital One Finl Corp Stock (COF) | 0.0 | $101k | NEW | 675.00 | 149.73 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $101k | NEW | 544.00 | 184.85 |
|
| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.0 | $100k | NEW | 9.3k | 10.84 |
|
| Jackson Financial Inc Com Cl A Stock (JXN) | 0.0 | $100k | NEW | 1.1k | 91.23 |
|
| Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) | 0.0 | $99k | NEW | 1.9k | 52.98 |
|
| Fifth Third Bancorp Stock (FITB) | 0.0 | $99k | NEW | 2.3k | 42.84 |
|
| Banco Santander Adr (SAN) | 0.0 | $98k | +90% | 19k | 5.10 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $98k | NEW | 365.00 | 267.37 |
|
| Wp Carey Reit (WPC) | 0.0 | $96k | NEW | 1.5k | 62.30 |
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $96k | NEW | 195.00 | 491.27 |
|
| Paccar Stock (PCAR) | 0.0 | $95k | NEW | 965.00 | 98.68 |
|
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.0 | $95k | NEW | 1.2k | 77.18 |
|
| Ishares U.s. Insurance Etf Etf (IAK) | 0.0 | $94k | NEW | 731.00 | 129.05 |
|
| Reliance Stock (RS) | 0.0 | $93k | NEW | 320.00 | 289.21 |
|
| Mercadolibre Stock (MELI) | 0.0 | $92k | NEW | 45.00 | 2051.96 |
|
| Myr Group Inc Del Stock (MYRG) | 0.0 | $92k | NEW | 900.00 | 102.23 |
|
| Ufp Industries Stock (UFPI) | 0.0 | $92k | NEW | 700.00 | 131.21 |
|
| Keycorp Stock (KEY) | 0.0 | $92k | NEW | 5.5k | 16.75 |
|
| Archer Daniels Midland Stock (ADM) | 0.0 | $91k | NEW | 1.5k | 59.74 |
|
| Home Depot Stock (HD) | 0.0 | $91k | NEW | 225.00 | 405.20 |
|
| Owens Corning Stock (OC) | 0.0 | $91k | NEW | 515.00 | 176.52 |
|
| Essex Ppty Tr Reit (ESS) | 0.0 | $90k | NEW | 305.00 | 295.42 |
|
| Teva Pharmaceutical Inds Adr (TEVA) | 0.0 | $90k | NEW | 5.0k | 18.02 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $90k | NEW | 170.00 | 527.67 |
|
| Eagle Matls Stock (EXP) | 0.0 | $88k | NEW | 305.00 | 287.65 |
|
| Mgic Invt Corp Wis Stock (MTG) | 0.0 | $87k | NEW | 3.4k | 25.60 |
|
| HSBC HLDGS Adr (HSBC) | 0.0 | $87k | NEW | 1.9k | 45.19 |
|
| Datadog Inc Cl A Stock (DDOG) | 0.0 | $86k | NEW | 750.00 | 115.06 |
|
| Ally Finl Stock (ALLY) | 0.0 | $85k | NEW | 2.4k | 35.59 |
|
| Westamerica Bancorporation Stock (WABC) | 0.0 | $84k | NEW | 1.7k | 49.42 |
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $82k | NEW | 338.00 | 243.06 |
|
| Commercial Metals Stock (CMC) | 0.0 | $80k | NEW | 1.5k | 54.96 |
|
| Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) | 0.0 | $79k | NEW | 1.1k | 70.06 |
|
| Ishares Gold Trust Etf (IAU) | 0.0 | $79k | NEW | 1.6k | 49.70 |
|
| East West Bancorp Stock (EWBC) | 0.0 | $79k | NEW | 955.00 | 82.74 |
|
| Philip Morris Intl Stock (PM) | 0.0 | $79k | NEW | 650.00 | 121.40 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $78k | NEW | 204.00 | 383.93 |
|
| Amphenol Corp New Cl A Stock (APH) | 0.0 | $78k | NEW | 1.2k | 65.16 |
|
| Price T Rowe Group Stock (TROW) | 0.0 | $77k | NEW | 710.00 | 108.93 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.0 | $77k | NEW | 3.5k | 22.09 |
|
| Cencora Stock (COR) | 0.0 | $77k | NEW | 341.00 | 225.08 |
|
| Ishares Cohen & Steers Reit Etf Etf (ICF) | 0.0 | $77k | NEW | 1.2k | 65.88 |
|
| Broadcom Stock (AVGO) | 0.0 | $76k | NEW | 440.00 | 172.50 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $76k | NEW | 647.00 | 116.89 |
|
| Skechers U S A Inc Cl A Stock (SKX) | 0.0 | $76k | NEW | 1.1k | 66.92 |
|
| Agco Corp Stock (AGCO) | 0.0 | $75k | NEW | 770.00 | 97.86 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $75k | NEW | 1.0k | 73.67 |
|
Past Filings by Planned Solutions
SEC 13F filings are viewable for Planned Solutions going back to 2020
- Planned Solutions 2024 Q3 filed Oct. 9, 2024
- Planned Solutions 2024 Q2 filed July 24, 2024
- Planned Solutions 2024 Q1 filed April 26, 2024
- Planned Solutions 2023 Q3 filed Feb. 7, 2024
- Planned Solutions 2023 Q4 filed Jan. 18, 2024
- Planned Solutions 2023 Q2 filed July 11, 2023
- Planned Solutions 2023 Q1 filed April 12, 2023
- Planned Solutions 2022 Q4 filed Jan. 25, 2023
- Planned Solutions 2022 Q3 filed Oct. 20, 2022
- Planned Solutions 2022 Q2 filed July 14, 2022
- Planned Solutions 2022 Q1 filed April 8, 2022
- Planned Solutions 2021 Q4 filed Feb. 3, 2022
- Planned Solutions 2021 Q2 filed July 21, 2021
- Planned Solutions 2021 Q1 filed April 29, 2021
- Planned Solutions 2020 Q4 filed Jan. 29, 2021
- Planned Solutions 2020 Q3 filed Nov. 6, 2020