PS

Planned Solutions, Inc.

13F
Planned Solutions, Inc.
Last update 2024-10-09 662 Stocks (559 new)
Value $249.00 Mil Turnover 13 %
Countries:
Top Holdings: MOAT(11.56%)FNDX(9.94%)ITOT(7.40%)JPIE(5.83%)BIV(4.97%)
Portfolio Report
Summary Stock Picks Current Portfolio
Planned Solutions, Inc. Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MOAT 		VanEck Morningstar Wide Moat ETF
297,069
28800.870
+0.78%
11.560
+0.09%
0.180
+9.81%
+14.76%
16109.440
 
FNDX 		Schwab Fundamental U.S. Large Company ETF
344,981
24755.830
+0.62%
9.940
+0.06%
0.150
+10.50%
+19.27%
17716.359
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
146,775
18437.930
+1.80%
7.400
+0.13%
0.030
+12.77%
+25.01%
64881.137
 
JPIE 		JPMorgan Income ETF
313,172
14528.050
+3.78%
5.830
+0.21%
0.720
-0.24%
+0.07%
2220.842
 
BIV 		Vanguard Intermediate-Term Bond ETF
158,108
12390.950
+2.64%
4.970
+0.13%
0.070
-2.39%
-1.44%
18566.816
 
JVAL 		JPMorgan U.S. Value Factor ETF
249,306
10862.250
+1.56%
4.360
+0.07%
1.720
+11.04%
+16.56%
708.278
 
SPGP 		Invesco S&P 500 GARP ETF
103,766
10861.230
+2.10%
4.360
+0.09%
0.250
+11.06%
+12.27%
4285.025
 
VEA 		Vanguard FTSE Developed Markets ETF
202,381
10687.740
+2.21%
4.290
+0.09%
0.010
+1.00%
+3.15%
135058.590
 
QQQ 		INVESCO QQQ Trust
18,289
8926.550
+0.68%
3.580
+0.02%
0.000
+13.63%
+25.25%
312157.026
 
IEFA 		iShares Core MSCI EAFE ETF
87,292
6813.120
+0.35%
2.730
+0.01%
0.010
+0.74%
+3.03%
119187.736
 

Planned Solutions, Inc.'s Historical Top Holdings Breakdowns

Planned Solutions, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-09-30Add
+0.32%
●
207.23 ($223.32) 234.82
$224.23
0.41%
Add 20.83%
20,142
3,472
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-09-30New Buy
+0.24%
●
100.3 ($100.53) 100.74
$100.44
-0.09%
New holding
5,961
5,961
MOTI 		VanEck Morningstar International Moat ETF2024-09-30Reduce
-0.24%
●
30.71 ($32.38) 35.45
$31.99
-1.22%
Reduce -40.63%
22,498
-15,399
JPIE 		JPMorgan Income ETF2024-09-30Add
+0.21%
●
45.17 ($45.88) 46.39
$45.64
-0.52%
Add 3.78%
313,172
11,404
MSFT 		Microsoft Corp2024-09-30Add
+0.18%
●
395.15 ($427.47) 467.56
$423.03
-1.04%
Add 29.5%
4,443
1,012
PSA 		Public Storage2024-09-30New Buy
+0.14%
●
283.13 ($324.64) 365.01
$330.24
1.72%
New holding
947
947
LLY 		Eli Lilly and Co2024-09-30Reduce
-0.14%
●
772.14 ($899.05) 960.02
$818.86
-8.92%
Reduce -10.12%
2,913
-328
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-09-30Add
+0.13%
●
113.41 ($121.07) 125.62
$131.55
8.66%
Add 1.8%
146,775
2,593
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.13%
●
74.26 ($77.1) 78.84
$75.28
-2.36%
Add 2.64%
158,108
4,071
TSLA 		Tesla Inc2024-09-30New Buy
+0.11%
●
191.76 ($228.05) 263.26
$328.49
44.04%
New holding
1,003
1,003

Planned Solutions, Inc. Total Holding History ($B)

To

Planned Solutions, Inc.'s Asset Allocation

To

Planned Solutions, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Planned Solutions, Inc.'s Hypothetical Growth since 2024-09-30

Planned Solutions, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Planned Solutions, Inc.'s Holdings Heat Map

Size field:

Planned Solutions, Inc.'s Holdings Bubble Chart

Planned Solutions, Inc. News

  • 1

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