American Planning Services

American Planning Services as of June 30, 2023

Portfolio Holdings for American Planning Services

American Planning Services holds 32 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Equity Premium (JEPI) 15.4 $24M 426k 55.33
Wisdomtree Tr Floatng Rat Trea (USFR) 12.7 $19M 384k 50.32
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 11.8 $18M 436k 41.30
Ishares Tr Ibonds Dec23 Etf 9.9 $15M 600k 25.29
Ishares Tr TRS FLT RT BD (TFLO) 9.9 $15M 298k 50.67
Ishares Tr Ibonds 23 Trm Ts 8.7 $13M 532k 24.81
Pacer Fds Tr Us Cash Cows 100 (COWZ) 8.1 $12M 260k 47.87
Vanguard World Mega Grwth Ind (MGK) 7.3 $11M 47k 235.32
Pacer Fds Tr Trendpilot 100 (PTNQ) 6.5 $10M 161k 62.07
Apple (AAPL) 1.2 $1.9M 9.7k 193.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $1.7M 3.8k 443.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.4M 3.9k 369.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.1M 3.3k 341.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $975k 2.8k 343.85
Thermo Fisher Scientific (TMO) 0.5 $783k 1.5k 521.75
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.5 $727k 15k 48.98
Microsoft Corporation (MSFT) 0.4 $682k 2.0k 340.54
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $625k 11k 58.66
Oracle Corporation (ORCL) 0.4 $548k 4.6k 119.09
Invesco Exch Traded Fd Tr Ii Treas Colaterl (TBLL) 0.3 $517k 4.9k 105.47
Procter & Gamble Company (PG) 0.3 $386k 2.5k 151.74
Exxon Mobil Corporation (XOM) 0.2 $366k 3.4k 107.25
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $333k 16k 21.17
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.2 $333k 9.2k 36.30
McDonald's Corporation (MCD) 0.2 $332k 1.1k 298.41
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $311k 2.0k 151.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $306k 750.00 407.28
Amazon (AMZN) 0.2 $297k 2.3k 130.36
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $297k 4.0k 74.17
Pepsi (PEP) 0.2 $297k 1.6k 185.26
Johnson & Johnson (JNJ) 0.2 $274k 1.7k 165.52
JPMorgan Chase & Co. (JPM) 0.2 $272k 1.9k 145.46