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 40.17% of Planned Solutions's stock portfolio.
- Added to shares of these 10 stocks: ESTC (+$6.2M), AAPL, BAC, AMAT, IVE, RIO, WELL, REGN, VEU, GRMN.
- Started 507 new stock positions in DGX, MOS, FDX, HUN, SWKS, VO, BANC, USAS, TXN, IYW.
- Reduced shares in these 10 stocks: MOAT, QQQ, LLY, MTUM, DVY, MCD, MO, JVAL, SHEL, IEFA.
- Planned Solutions was a net buyer of stock by $32M.
- Planned Solutions has $217M in assets under management (AUM), dropping by 28.23%.
- Central Index Key (CIK): 0001831332
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Portfolio Holdings for Planned Solutions
Planned Solutions holds 586 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Planned Solutions has 586 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Planned Solutions Dec. 31, 2023 positions
- Download the Planned Solutions December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 11.5 | $25M | 295k | 84.87 |
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| Schwab Fundamental Us Large Co. Index Etf Etf (FNDX) | 9.7 | $21M | 341k | 61.94 |
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| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 7.2 | $16M | 148k | 105.23 |
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| Jpmorgan Income Etf Etf (JPIE) | 6.2 | $14M | 296k | 45.61 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 5.5 | $12M | 158k | 76.38 |
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| Investco S&p 500 Garp Etf Etf (SPGP) | 4.5 | $9.8M | 100k | 98.04 |
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| Jp Morgan Us Value Factor Etf Etf (JVAL) | 4.3 | $9.4M | 244k | 38.58 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 4.2 | $9.1M | 190k | 47.90 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 3.4 | $7.4M | -3% | 18k | 409.52 |
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| Elastic N V Ord Stock (ESTC) | 2.8 | $6.2M | NEW | 55k | 112.70 |
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| Ishares Core Msci Eafe Etf Etf (IEFA) | 2.8 | $6.1M | -2% | 87k | 70.35 |
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| Illinois Tool Wks Stock (ITW) | 2.6 | $5.6M | 22k | 261.94 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 2.4 | $5.2M | 111k | 47.24 |
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| Invesco S&p 500 Pure Value Etf Etf (RPV) | 1.7 | $3.7M | 45k | 82.08 |
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| Apple Stock (AAPL) | 1.5 | $3.2M | +8% | 17k | 192.53 |
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| Ishares Msci Global Energy Producers Etf Etf (FILL) | 1.3 | $2.7M | 113k | 24.10 |
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| Eli Lilly & Co Stock (LLY) | 0.9 | $2.0M | -10% | 3.4k | 582.92 |
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| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.8 | $1.7M | +11% | 30k | 55.67 |
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| Microsoft Corp Stock (MSFT) | 0.7 | $1.5M | +2% | 3.9k | 376.00 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.6 | $1.4M | 6.9k | 200.72 |
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| Vaneck Morningstar International Moat Etf Etf (MOTI) | 0.5 | $1.2M | -6% | 38k | 31.14 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.5 | $1.0M | -15% | 8.6k | 117.22 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.4 | $875k | -11% | 8.1k | 107.49 |
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| Pimco Enhanced Short Maturity Active Etf Etf (MINT) | 0.4 | $857k | -5% | 8.6k | 99.79 |
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| Ishares Edge Msci Usa Momentum Factor Etf Etf (MTUM) | 0.4 | $840k | -19% | 5.4k | 156.90 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.4 | $815k | 2.3k | 356.66 |
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| Intel Corp Stock (INTC) | 0.4 | $794k | +28% | 16k | 50.25 |
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| Schwab International Equity Etf Etf (SCHF) | 0.4 | $784k | +2% | 21k | 36.96 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.4 | $776k | -2% | 10k | 75.10 |
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| Ishares Gnma Bond Etf Etf (GNMA) | 0.3 | $747k | +4% | 17k | 44.25 |
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| Ishares U.s. Equity Factor Etf Etf (LRGF) | 0.3 | $715k | +8% | 15k | 48.29 |
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| Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.3 | $714k | -3% | 15k | 48.45 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.3 | $707k | 1.5k | 477.72 |
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| Meta Platforms Inc Cl A Stock (META) | 0.3 | $675k | 1.9k | 353.96 |
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| Ishares International Select Dividend Etf Etf (IDV) | 0.3 | $649k | -5% | 23k | 27.99 |
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| International Business Machs Stock (IBM) | 0.3 | $611k | 3.7k | 163.55 |
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| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.3 | $605k | +24% | 6.1k | 99.26 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $602k | 4.3k | 140.93 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.3 | $600k | 2.2k | 277.15 |
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| Mcdonalds Corp Stock (MCD) | 0.3 | $598k | -22% | 2.0k | 296.51 |
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| Johnson & Johnson Stock (JNJ) | 0.3 | $579k | -2% | 3.7k | 156.75 |
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| Procter And Gamble Stock (PG) | 0.3 | $574k | 3.9k | 146.53 |
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| Vanguard Value Etf Etf (VTV) | 0.2 | $533k | 3.6k | 149.50 |
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| Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.2 | $466k | 5.9k | 79.22 |
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| Merck & Co Stock (MRK) | 0.2 | $447k | 4.1k | 109.02 |
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| Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) | 0.2 | $436k | -9% | 3.9k | 110.66 |
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| Chevron Corp Stock (CVX) | 0.2 | $430k | 2.9k | 149.15 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $427k | 1.6k | 260.29 |
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| Intuit Stock (INTU) | 0.2 | $420k | 672.00 | 625.03 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $413k | 2.4k | 170.41 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $411k | +2% | 829.00 | 495.22 |
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| Costco Whsl Corp Stock (COST) | 0.2 | $407k | +13% | 616.00 | 660.51 |
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| Adobe Stock (ADBE) | 0.2 | $399k | 669.00 | 596.60 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $399k | 2.3k | 170.10 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $396k | +8% | 833.00 | 475.08 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.2 | $345k | +8% | 4.5k | 76.13 |
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| D R Horton Stock (DHI) | 0.2 | $328k | 2.2k | 151.98 |
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| Arista Networks Stock (ANET) | 0.1 | $310k | 1.3k | 235.51 |
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| Nucor Corp Stock (NUE) | 0.1 | $307k | -26% | 1.8k | 174.04 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $301k | 567.00 | 530.79 |
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| Goldman Sachs Group Stock (GS) | 0.1 | $289k | 750.00 | 385.77 |
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| Cisco Sys Stock (CSCO) | 0.1 | $289k | 5.7k | 50.52 |
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| Pulte Group Stock (PHM) | 0.1 | $285k | 2.8k | 103.22 |
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| Abbott Labs Stock (ABT) | 0.1 | $276k | 2.5k | 110.07 |
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| Verizon Communications Stock (VZ) | 0.1 | $274k | -6% | 7.3k | 37.70 |
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| Walmart Stock (WMT) | 0.1 | $271k | 1.7k | 157.65 |
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| Ishares S&p 100 Etf Etf (OEF) | 0.1 | $266k | 1.2k | 223.39 |
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| Spdr Blackstone Senior Loan Etf Etf (SRLN) | 0.1 | $251k | +20% | 6.0k | 41.93 |
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| Bank America Corp Stock (BAC) | 0.1 | $250k | NEW | 7.4k | 33.67 |
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| Ishares Dow Jones U.s. Etf Etf (IYY) | 0.1 | $245k | 2.1k | 116.53 |
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| Pfizer Stock (PFE) | 0.1 | $236k | +2% | 8.2k | 28.79 |
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| Morgan Stanley Stock (MS) | 0.1 | $236k | 2.5k | 93.25 |
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| Snap On Stock (SNA) | 0.1 | $230k | 795.00 | 288.84 |
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| Vanguard Health Care Etf Etf (VHT) | 0.1 | $224k | 895.00 | 250.70 |
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| Exxon Mobil Corp Stock (XOM) | 0.1 | $223k | 2.2k | 99.98 |
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| Applied Matls Stock (AMAT) | 0.1 | $221k | NEW | 1.4k | 162.07 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.1 | $220k | NEW | 1.3k | 173.89 |
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| Cf Inds Hldgs Stock (CF) | 0.1 | $212k | 2.7k | 79.50 |
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| Rio Tinto Adr (RIO) | 0.1 | $208k | NEW | 2.8k | 74.46 |
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| Welltower Reit (WELL) | 0.1 | $208k | NEW | 2.3k | 90.17 |
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| Conocophillips Stock (COP) | 0.1 | $207k | 1.8k | 116.07 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $206k | NEW | 234.00 | 878.29 |
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| Jpmorgan Ultra-short Income Etf Etf (JPST) | 0.1 | $202k | 4.0k | 50.23 |
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| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.1 | $201k | NEW | 3.6k | 56.14 |
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| Garmin Stock (GRMN) | 0.1 | $199k | NEW | 1.5k | 128.54 |
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| Ventas Reit (VTR) | 0.1 | $198k | NEW | 4.0k | 49.84 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $194k | NEW | 1.9k | 103.45 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $192k | NEW | 2.6k | 75.35 |
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| Simpson Mfg Stock (SSD) | 0.1 | $191k | NEW | 965.00 | 197.98 |
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| Totalenergies Se Adr (TTE) | 0.1 | $187k | NEW | 2.8k | 67.38 |
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| Cadence Design System Stock (CDNS) | 0.1 | $187k | NEW | 685.00 | 272.37 |
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| Spirit Rlty Cap Reit | 0.1 | $186k | NEW | 4.3k | 43.69 |
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| Sanofi Adr (SNY) | 0.1 | $183k | NEW | 3.7k | 49.73 |
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| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.1 | $183k | NEW | 7.4k | 24.79 |
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| Evercore Inc Class A Stock (EVR) | 0.1 | $182k | NEW | 1.1k | 171.05 |
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| Gilead Sciences Stock (GILD) | 0.1 | $182k | NEW | 2.2k | 81.01 |
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| Stmicroelectronics N V Ny Registry Adr (STM) | 0.1 | $181k | NEW | 3.6k | 50.13 |
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| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.1 | $180k | NEW | 1.2k | 147.14 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $177k | NEW | 414.00 | 426.51 |
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| Bhp Group Adr (BHP) | 0.1 | $176k | NEW | 2.6k | 68.31 |
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| Skyworks Solutions Stock (SWKS) | 0.1 | $175k | NEW | 1.6k | 112.42 |
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| Texas Instrs Stock (TXN) | 0.1 | $175k | NEW | 1.0k | 170.46 |
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| Fastenal Stock (FAST) | 0.1 | $175k | NEW | 2.7k | 64.77 |
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| Vanguard Mid-cap Growth Etf Etf (VOT) | 0.1 | $174k | NEW | 793.00 | 219.57 |
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| Regions Financial Corp Stock (RF) | 0.1 | $172k | NEW | 8.9k | 19.38 |
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| Caterpillar Stock (CAT) | 0.1 | $169k | NEW | 571.00 | 295.67 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $168k | NEW | 1.1k | 157.23 |
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| Packaging Corp Amer Stock (PKG) | 0.1 | $167k | NEW | 1.0k | 162.91 |
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| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.1 | $165k | NEW | 2.0k | 81.28 |
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| Valero Energy Corp Stock (VLO) | 0.1 | $165k | NEW | 1.3k | 130.00 |
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| Steel Dynamics Stock (STLD) | 0.1 | $164k | NEW | 1.4k | 118.10 |
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| Cleveland-cliffs Stock (CLF) | 0.1 | $163k | NEW | 8.0k | 20.42 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $163k | NEW | 336.00 | 483.69 |
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| Ishares California Muni Bond Etf Etf (CMF) | 0.1 | $161k | NEW | 2.8k | 57.94 |
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| Eog Res Stock (EOG) | 0.1 | $159k | NEW | 1.3k | 120.95 |
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| Ishares Msci Usa Value Factor Etf Etf (VLUE) | 0.1 | $159k | NEW | 1.6k | 101.16 |
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| Amazon Stock (AMZN) | 0.1 | $159k | NEW | 1.0k | 151.94 |
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| Shell Plc Spon Ads Adr (SHEL) | 0.1 | $153k | -48% | 2.3k | 65.80 |
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| Blackstone Stock (BX) | 0.1 | $153k | NEW | 1.2k | 130.95 |
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| American Elec Pwr Stock (AEP) | 0.1 | $152k | NEW | 1.9k | 81.22 |
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| Fidelity National Financial In Fnf Group Stock (FNF) | 0.1 | $152k | NEW | 3.0k | 51.02 |
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| Schwab Fundamental Us Small Co. Index Etf Etf (FNDA) | 0.1 | $146k | NEW | 2.6k | 55.35 |
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| Ishares U.s. Home Construction Etf Etf (ITB) | 0.1 | $146k | NEW | 1.4k | 101.73 |
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| Toll Brothers Stock (TOL) | 0.1 | $144k | NEW | 1.4k | 102.80 |
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| Meritage Homes Corp Stock (MTH) | 0.1 | $144k | NEW | 825.00 | 174.20 |
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| Toyota Motor Corp Ads Adr (TM) | 0.1 | $143k | NEW | 780.00 | 183.38 |
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| Wells Fargo Stock (WFC) | 0.1 | $143k | NEW | 2.9k | 49.22 |
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| Ishares Russell 2000 Value Etf Etf (IWN) | 0.1 | $142k | NEW | 913.00 | 155.33 |
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| Synchrony Financial Stock (SYF) | 0.1 | $141k | NEW | 3.7k | 38.19 |
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| Chubb Stock (CB) | 0.1 | $141k | NEW | 623.00 | 226.00 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $140k | NEW | 179.00 | 783.26 |
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| Qualcomm Stock (QCOM) | 0.1 | $138k | NEW | 954.00 | 144.63 |
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| United Microelectronics Corp Adr (UMC) | 0.1 | $138k | 16k | 8.46 |
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| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.1 | $137k | NEW | 2.0k | 70.10 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $137k | NEW | 979.00 | 139.69 |
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| Cboe Global Mkts Stock (CBOE) | 0.1 | $136k | NEW | 760.00 | 178.56 |
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| Tesla Stock (TSLA) | 0.1 | $134k | NEW | 541.00 | 248.48 |
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| Abbvie Stock (ABBV) | 0.1 | $134k | NEW | 867.00 | 154.97 |
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| Cincinnati Finl Corp Stock (CINF) | 0.1 | $133k | NEW | 1.3k | 103.46 |
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| Quest Diagnostics Stock (DGX) | 0.1 | $131k | NEW | 950.00 | 137.88 |
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| Phillips 66 Stock (PSX) | 0.1 | $131k | NEW | 980.00 | 133.14 |
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| Myr Group Inc Del Stock (MYRG) | 0.1 | $130k | NEW | 900.00 | 144.63 |
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| Pvh Corporation Stock (PVH) | 0.1 | $130k | NEW | 1.1k | 122.12 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $130k | NEW | 1.3k | 97.04 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $130k | NEW | 1.4k | 96.01 |
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| Dimensional Us Core Equity Market Etf Etf (DFAU) | 0.1 | $130k | NEW | 3.9k | 33.25 |
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| Elevance Health Stock (ELV) | 0.1 | $130k | NEW | 275.00 | 471.56 |
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| M D C HLDGS Stock (MDC) | 0.1 | $130k | NEW | 2.3k | 55.25 |
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| Hologic Stock (HOLX) | 0.1 | $130k | NEW | 1.8k | 71.45 |
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| Fidelity Msci Health Care Index Etf Etf (FHLC) | 0.1 | $129k | NEW | 2.0k | 64.69 |
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| Ishares Cohen & Steers Reit Etf Etf (ICF) | 0.1 | $128k | NEW | 2.2k | 58.73 |
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| Essent Group Stock (ESNT) | 0.1 | $126k | NEW | 2.4k | 52.74 |
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| Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV) | 0.1 | $126k | NEW | 2.9k | 43.70 |
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| Prologis Reit (PLD) | 0.1 | $123k | NEW | 922.00 | 133.34 |
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| Green Brick Partners Stock (GRBK) | 0.1 | $123k | NEW | 2.4k | 51.94 |
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| Hartford Finl Svcs Group Stock (HIG) | 0.1 | $121k | NEW | 1.5k | 80.38 |
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| Financial Select Sector Spdr Fund Etf (XLF) | 0.1 | $120k | NEW | 3.2k | 37.60 |
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| Aflac Stock (AFL) | 0.1 | $120k | NEW | 1.5k | 82.50 |
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| Mercadolibre Stock (MELI) | 0.1 | $118k | NEW | 75.00 | 1571.55 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.1 | $116k | NEW | 330.00 | 350.91 |
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| Vanguard Total Corporate Bond Etf Etf (VTC) | 0.1 | $115k | NEW | 1.5k | 77.49 |
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| Tri Pointe Homes Stock (TPH) | 0.1 | $113k | NEW | 3.2k | 35.40 |
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| Topbuild Corp Stock (BLD) | 0.1 | $112k | NEW | 300.00 | 374.26 |
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| Matson Stock (MATX) | 0.1 | $112k | NEW | 1.0k | 109.60 |
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| Citizens Finl Group Stock (CFG) | 0.1 | $111k | NEW | 3.4k | 33.14 |
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| Roper Technologies Stock (ROP) | 0.1 | $111k | NEW | 203.00 | 545.17 |
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| Price T Rowe Group Stock (TROW) | 0.1 | $110k | NEW | 1.0k | 107.69 |
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| Pepsico Stock (PEP) | 0.1 | $110k | NEW | 649.00 | 169.84 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $110k | NEW | 2.7k | 40.21 |
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| Cal Maine Foods Stock (CALM) | 0.1 | $110k | NEW | 1.9k | 57.39 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.1 | $109k | NEW | 144.00 | 756.92 |
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| Public Storage Reit (PSA) | 0.0 | $108k | NEW | 355.00 | 305.00 |
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| Synopsys Stock (SNPS) | 0.0 | $108k | NEW | 210.00 | 514.91 |
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| Truist Finl Corp Stock (TFC) | 0.0 | $108k | NEW | 2.9k | 36.92 |
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| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $108k | NEW | 878.00 | 122.75 |
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| Lockheed Martin Corp Stock (LMT) | 0.0 | $107k | NEW | 237.00 | 453.24 |
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| Keysight Technologies Stock (KEYS) | 0.0 | $107k | NEW | 675.00 | 159.09 |
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| Weyerhaeuser Co Mtn Be Reit (WY) | 0.0 | $107k | NEW | 3.1k | 34.77 |
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| State Str Corp Stock (STT) | 0.0 | $107k | NEW | 1.4k | 77.46 |
|
| Coca Cola Stock (KO) | 0.0 | $106k | NEW | 1.8k | 58.93 |
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| Copart Stock (CPRT) | 0.0 | $106k | NEW | 2.2k | 49.00 |
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| Factset Resh Sys Stock (FDS) | 0.0 | $105k | NEW | 220.00 | 477.05 |
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| First Finl Bancorp Oh Stock (FFBC) | 0.0 | $101k | NEW | 4.2k | 23.75 |
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| Wp Carey Reit (WPC) | 0.0 | $100k | NEW | 1.5k | 64.81 |
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| Pimco Intermediate Municipal Bond Active Etf Etf (MUNI) | 0.0 | $99k | NEW | 1.9k | 52.80 |
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| Eastman Chem Stock (EMN) | 0.0 | $99k | NEW | 1.1k | 89.82 |
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| Schwab Fundamental International Large Co. Index Etf Etf (FNDF) | 0.0 | $99k | NEW | 2.9k | 33.73 |
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| Archer Daniels Midland Stock (ADM) | 0.0 | $98k | NEW | 1.4k | 72.22 |
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| Pioneer Nat Res Stock (PXD) | 0.0 | $98k | NEW | 434.00 | 224.88 |
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| Williams Sonoma Stock (WSM) | 0.0 | $97k | NEW | 480.00 | 201.78 |
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| Ingredion Stock (INGR) | 0.0 | $96k | NEW | 885.00 | 108.53 |
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| Omnicom Group Stock (OMC) | 0.0 | $95k | NEW | 1.1k | 86.51 |
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| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.0 | $95k | NEW | 1.0k | 95.08 |
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| Citigroup Stock (C) | 0.0 | $94k | NEW | 1.8k | 51.44 |
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| Schwab Fundamental Us Broad Market Index Etf Etf (FNDB) | 0.0 | $94k | NEW | 1.5k | 61.10 |
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| Invesco Large Cap Value Etf Etf (PWV) | 0.0 | $93k | NEW | 1.8k | 50.74 |
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| Agnico Eagle Mines Stock (AEM) | 0.0 | $93k | NEW | 1.7k | 54.85 |
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| Knight-swift Transn Hldgs Inc Cl A Stock (KNX) | 0.0 | $92k | NEW | 1.6k | 57.65 |
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| Datadog Inc Cl A Stock (DDOG) | 0.0 | $91k | NEW | 750.00 | 121.38 |
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| NVR Stock (NVR) | 0.0 | $91k | NEW | 13.00 | 7000.46 |
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| Lennar Corp Cl B Stock (LEN.B) | 0.0 | $91k | NEW | 675.00 | 134.05 |
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| Crh Plc Ord Stock (CRH) | 0.0 | $90k | NEW | 1.3k | 69.16 |
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| Reliance Steel & Aluminum Stock (RS) | 0.0 | $90k | NEW | 320.00 | 279.68 |
|
| Capital One Finl Corp Stock (COF) | 0.0 | $89k | NEW | 675.00 | 131.12 |
|
| Vanguard Small-cap Growth Etf Etf (VBK) | 0.0 | $88k | NEW | 365.00 | 241.77 |
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| Southern Copper Corp Stock (SCCO) | 0.0 | $88k | NEW | 1.0k | 86.07 |
|
| Ufp Industries Stock (UFPI) | 0.0 | $88k | NEW | 700.00 | 125.55 |
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $88k | NEW | 843.00 | 104.00 |
|
| Westlake Corporation Stock (WLK) | 0.0 | $88k | NEW | 625.00 | 139.96 |
|
| Houlihan Lokey Inc Cl A Stock (HLI) | 0.0 | $87k | NEW | 722.00 | 119.91 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $84k | NEW | 544.00 | 154.85 |
|
| Eni S P A Adr (E) | 0.0 | $84k | NEW | 2.5k | 34.01 |
|
| Netflix Stock (NFLX) | 0.0 | $83k | NEW | 171.00 | 486.88 |
|
| Ally Finl Stock (ALLY) | 0.0 | $83k | NEW | 2.4k | 34.92 |
|
| Home Depot Stock (HD) | 0.0 | $83k | NEW | 238.00 | 346.55 |
|
| Fifth Third Bancorp Stock (FITB) | 0.0 | $79k | NEW | 2.3k | 34.49 |
|
| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.0 | $79k | NEW | 1.6k | 49.80 |
|
| Keycorp Stock (KEY) | 0.0 | $79k | NEW | 5.5k | 14.40 |
|
| United Rentals Stock (URI) | 0.0 | $77k | NEW | 135.00 | 573.42 |
|
| Lkq Corp Stock (LKQ) | 0.0 | $77k | NEW | 1.6k | 47.79 |
|
| Jackson Financial Inc Com Cl A Stock (JXN) | 0.0 | $77k | NEW | 1.5k | 51.20 |
|
| Laboratory Corp Amer Hldgs Stock (LH) | 0.0 | $76k | NEW | 336.00 | 227.29 |
|
| Owens Corning Stock (OC) | 0.0 | $76k | NEW | 515.00 | 148.23 |
|
| Essex Ppty Tr Reit (ESS) | 0.0 | $76k | NEW | 305.00 | 247.94 |
|
| Tyson Foods Inc Cl A Stock (TSN) | 0.0 | $75k | NEW | 1.4k | 53.75 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $74k | NEW | 170.00 | 436.80 |
|
| Juniper Networks Stock (JNPR) | 0.0 | $74k | NEW | 2.5k | 29.48 |
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $74k | NEW | 1.3k | 56.40 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $73k | NEW | 1.0k | 72.43 |
|
| Ishares U.s. Insurance Etf Etf (IAK) | 0.0 | $73k | NEW | 731.00 | 100.12 |
|
| Commercial Metals Stock (CMC) | 0.0 | $73k | NEW | 1.5k | 50.04 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.0 | $72k | NEW | 338.00 | 213.33 |
|
| Skechers U S A Inc Cl A Stock (SKX) | 0.0 | $70k | NEW | 1.1k | 62.34 |
|
| Danaos Corporation Stock (DAC) | 0.0 | $70k | NEW | 950.00 | 74.06 |
|
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.0 | $70k | NEW | 930.00 | 75.53 |
|
| Cencora Stock (COR) | 0.0 | $70k | NEW | 341.00 | 205.38 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $70k | NEW | 643.00 | 108.28 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $69k | NEW | 503.00 | 136.14 |
|
| Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) | 0.0 | $66k | NEW | 1.1k | 58.45 |
|
| Paccar Stock (PCAR) | 0.0 | $66k | NEW | 675.00 | 97.65 |
|
| Mdu Res Group Stock (MDU) | 0.0 | $66k | NEW | 3.3k | 19.80 |
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $66k | NEW | 195.00 | 337.36 |
|
| Mgic Invt Corp Wis Stock (MTG) | 0.0 | $66k | NEW | 3.4k | 19.29 |
|
| Global Pmts Stock (GPN) | 0.0 | $65k | NEW | 515.00 | 127.00 |
|
| Mosaic Stock (MOS) | 0.0 | $65k | NEW | 1.8k | 35.73 |
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $65k | NEW | 338.00 | 191.17 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $63k | NEW | 204.00 | 310.88 |
|
| Host Hotels & Resorts Reit (HST) | 0.0 | $63k | NEW | 3.3k | 19.47 |
|
| Cme Group Stock (CME) | 0.0 | $63k | NEW | 300.00 | 210.60 |
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.0 | $63k | NEW | 809.00 | 78.03 |
|
Past Filings by Planned Solutions
SEC 13F filings are viewable for Planned Solutions going back to 2020
- 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