American Planning Services

American Planning Services as of March 31, 2023

Portfolio Holdings for American Planning Services

American Planning Services holds 29 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 15.9 $24M 467k 50.27
J P Morgan Exchange Traded F Equity Premium (JEPI) 15.7 $23M 423k 54.60
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 13.1 $19M 323k 59.96
Ishares Tr TRS FLT RT BD (TFLO) 12.9 $19M 376k 50.59
Ishares Tr Ibonds 23 Trm Ts 9.2 $14M 548k 24.81
Ishares Tr Ibonds Dec23 Etf 9.2 $14M 536k 25.19
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.4 $12M 265k 46.95
Vanguard World Mega Grwth Ind (MGK) 7.0 $10M 50k 204.51
Apple (AAPL) 1.1 $1.6M 9.4k 164.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.5M 3.8k 409.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.2M 3.8k 320.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.1M 3.5k 308.77
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $956k 2.9k 332.62
Thermo Fisher Scientific (TMO) 0.6 $865k 1.5k 576.37
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.4 $651k 14k 46.49
Invesco Exch Traded Fd Tr Ii Treas Colaterl (TBLL) 0.4 $517k 4.9k 105.53
Microsoft Corporation (MSFT) 0.3 $493k 1.7k 288.30
Oracle Corporation (ORCL) 0.3 $427k 4.6k 92.92
Procter & Gamble Company (PG) 0.3 $378k 2.5k 148.69
Exxon Mobil Corporation (XOM) 0.3 $374k 3.4k 109.65
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $342k 4.6k 74.71
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $319k 15k 21.08
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.2 $314k 9.2k 34.27
McDonald's Corporation (MCD) 0.2 $312k 1.1k 279.61
Vanguard World Mega Cap Val Etf (MGV) 0.2 $304k 3.0k 101.02
Pepsi (PEP) 0.2 $292k 1.6k 182.34
Johnson & Johnson (JNJ) 0.2 $256k 1.7k 155.00
JPMorgan Chase & Co. (JPM) 0.2 $244k 1.9k 130.33
Amazon (AMZN) 0.2 $236k 2.3k 103.29