American Planning Services

American Planning Services as of Dec. 31, 2023

Portfolio Holdings for American Planning Services

American Planning Services holds 44 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
Ishares Tr Ibonds Dec24 Etf 18.5 $24M 969k 24.91
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 15.3 $20M 462k 43.27
Pacer Fds Tr Us Cash Cows 100 (COWZ) 10.1 $13M 253k 51.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.5 $12M 30k 409.52
J P Morgan Exchange Traded F Equity Premium (JEPI) 8.6 $11M 203k 54.98
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 8.2 $11M 208k 51.41
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 7.9 $10M 195k 52.72
Wisdomtree Tr Floatng Rat Trea (USFR) 5.2 $6.7M 134k 50.24
Ishares Tr TRS FLT RT BD (TFLO) 2.7 $3.6M 71k 50.47
Apple (AAPL) 1.5 $2.0M 11k 192.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $1.8M 3.7k 475.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.2M 3.5k 356.66
Microsoft Corporation (MSFT) 0.8 $1.1M 2.9k 376.04
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.7 $876k 2.3k 376.87
Thermo Fisher Scientific (TMO) 0.6 $796k 1.5k 530.79
NVIDIA Corporation (NVDA) 0.5 $695k 1.4k 495.22
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $676k 12k 55.90
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.4 $518k 4.9k 105.61
Amazon (AMZN) 0.4 $516k 3.4k 151.94
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $491k 2.9k 168.54
Oracle Corporation (ORCL) 0.4 $485k 4.6k 105.43
Vanguard World Mega Grwth Ind (MGK) 0.3 $386k 1.5k 259.42
Ishares Tr Ibonds 24 Trm Ts 0.3 $367k 15k 23.86
Marriott Intl Cl A (MAR) 0.3 $366k 1.6k 225.51
Meta Platforms Cl A (META) 0.3 $362k 1.0k 353.96
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $356k 17k 20.46
JPMorgan Chase & Co. (JPM) 0.3 $352k 2.1k 170.12
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.3 $348k 17k 20.89
Alphabet Cap Stk Cl A (GOOGL) 0.3 $347k 2.5k 139.69
Exxon Mobil Corporation (XOM) 0.3 $336k 3.4k 99.97
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.3 $335k 14k 23.28
McDonald's Corporation (MCD) 0.3 $330k 1.1k 296.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $328k 750.00 436.80
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.2 $325k 13k 24.76
Pacer Fds Tr Trendpilot 100 (PTNQ) 0.2 $318k 4.9k 65.33
First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.2 $293k 7.6k 38.72
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $289k 4.0k 72.03
Pepsi (PEP) 0.2 $272k 1.6k 169.88
Mongodb Cl A (MDB) 0.2 $265k 649.00 408.85
Johnson & Johnson (JNJ) 0.2 $259k 1.7k 156.74
Ark Etf Tr Innovation Etf (ARKK) 0.2 $241k 4.6k 52.37
International Business Machines (IBM) 0.2 $208k 1.3k 163.51
Home Depot (HD) 0.2 $207k 597.00 346.55
Ishares Tr Core S&p500 Etf (IVV) 0.2 $201k 421.00 477.63