Planning Directions

Latest statistics and disclosures from Planning Directions's latest quarterly 13F-HR filing:

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Positions held by Planning Directions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Planning Directions

Planning Directions holds 69 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 16.7 $24M +10% 308k 76.13
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Vanguard Bd Index Fds Short Trm Bond (BSV) 13.4 $19M -6% 244k 77.02
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Vanguard Specialized Funds Div App Etf (VIG) 10.2 $14M -5% 84k 170.40
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 6.1 $8.6M +5% 111k 77.37
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Apple (AAPL) 6.0 $8.5M 44k 192.53
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Vanguard World Mega Cap Val Etf (MGV) 4.8 $6.7M -5% 61k 109.37
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Vanguard Index Fds Growth Etf (VUG) 3.3 $4.7M +4% 15k 310.88
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Spdr Ser Tr S&p Divid Etf (SDY) 3.2 $4.5M -26% 36k 124.97
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 2.3 $3.2M +7% 14k 219.56
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.8 $2.5M -5% 51k 49.44
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Ishares Tr Core S&p Us Gwt (IUSG) 1.8 $2.5M -2% 24k 104.10
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.6 $2.3M -13% 31k 72.03
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Ishares Tr Us Hlthcare Etf (IYH) 1.5 $2.2M +4% 7.5k 286.25
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Vanguard Index Fds Value Etf (VTV) 1.3 $1.9M -20% 12k 149.49
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.3 $1.8M +5% 18k 102.88
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Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 1.3 $1.8M -14% 57k 31.40
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.3 $1.8M -4% 12k 145.01
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Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $1.8M +9% 28k 63.33
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Vanguard World Fds Health Car Etf (VHT) 1.2 $1.7M 6.9k 250.71
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $1.6M 9.0k 179.97
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Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.6M +4% 6.9k 232.65
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Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 1.1 $1.6M NEW 32k 49.90
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Ishares Msci Gbl Min Vol (ACWV) 1.0 $1.4M 14k 100.35
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Microsoft Corporation (MSFT) 0.9 $1.2M 3.2k 376.04
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Ishares Tr Us Industrials (IYJ) 0.9 $1.2M -2% 11k 114.36
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Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.0M +4% 4.9k 213.33
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $954k -18% 2.2k 436.83
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Amazon (AMZN) 0.6 $877k -9% 5.8k 151.94
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McDonald's Corporation (MCD) 0.6 $850k +2% 2.9k 296.55
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First Tr Value Line Divid In SHS (FVD) 0.6 $777k -34% 19k 40.56
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Boeing Company (BA) 0.6 $774k -3% 3.0k 260.67
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Home Depot (HD) 0.5 $646k 1.9k 346.51
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Exxon Mobil Corporation (XOM) 0.4 $567k +6% 5.7k 99.98
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Coinbase Global Com Cl A (COIN) 0.4 $567k NEW 3.3k 173.92
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Wal-Mart Stores (WMT) 0.4 $565k 3.6k 157.65
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Ishares Tr Msci Usa Min Vol (USMV) 0.4 $492k -45% 6.3k 78.03
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Pepsi (PEP) 0.3 $489k -3% 2.9k 169.81
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Spdr Ser Tr Aerospace Def (XAR) 0.3 $484k -3% 3.6k 135.41
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Constellation Brands Cl A (STZ) 0.3 $454k -19% 1.9k 241.73
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $454k NEW 8.3k 54.98
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $453k +4% 4.3k 105.23
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NVIDIA Corporation (NVDA) 0.3 $449k 908.00 494.97
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $431k 9.1k 47.24
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $417k +14% 873.00 477.46
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Palo Alto Networks (PANW) 0.3 $406k 1.4k 294.88
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $395k 1.6k 241.75
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Lowe's Companies (LOW) 0.3 $365k 1.6k 222.52
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Procter & Gamble Company (PG) 0.3 $360k +14% 2.5k 146.51
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Ishares Tr Us Consum Discre (IYC) 0.2 $349k 4.6k 75.78
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Vanguard World Mega Grwth Ind (MGK) 0.2 $333k -4% 1.3k 259.54
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $322k -20% 4.7k 69.34
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $317k -9% 1.1k 277.12
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Applied Materials (AMAT) 0.2 $311k NEW 1.9k 162.04
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Deere & Company (DE) 0.2 $297k +31% 743.00 399.71
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $296k 623.00 475.63
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Novo-nordisk A S Adr (NVO) 0.2 $290k 2.8k 103.47
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Global X Fds Us Infr Dev Etf (PAVE) 0.2 $279k 8.1k 34.46
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $272k 561.00 484.36
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $261k 731.00 356.66
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Costco Wholesale Corporation (COST) 0.2 $256k 388.00 659.64
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $253k -6% 2.3k 108.23
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Vanguard World Fds Utilities Etf (VPU) 0.2 $249k -6% 1.8k 137.11
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $241k +11% 1.7k 139.69
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Merck & Co (MRK) 0.2 $234k -7% 2.1k 109.03
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Nike CL B (NKE) 0.2 $213k NEW 2.0k 108.56
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Norfolk Southern (NSC) 0.1 $204k NEW 862.00 236.42
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Eli Lilly & Co. (LLY) 0.1 $201k NEW 344.00 583.34
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Cormedix Inc cormedix (CRMD) 0.1 $188k 50k 3.76
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Cerberus Cyber Sentinel Corp (CISO) 0.0 $12k -51% 121k 0.10
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Past Filings by Planning Directions

SEC 13F filings are viewable for Planning Directions going back to 2018

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