| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2019 | 12.9% |
| ISHARES TR | 3 | Q2 2019 | 8.1% |
| ISHARES INC | 3 | Q2 2019 | 6.8% |
| SPDR INDEX SHS FDS | 3 | Q2 2019 | 4.7% |
| VANGUARD WHITEHALL FDS INC | 3 | Q2 2019 | 4.0% |
| ISHARES TR | 3 | Q2 2019 | 4.0% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2019 | 3.6% |
| ISHARES TR | 3 | Q2 2019 | 3.3% |
| APPLE INC | 3 | Q2 2019 | 2.1% |
| ISHARES TR | 3 | Q2 2019 | 2.3% |
View Planning Solutions Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-08-15 |
| 13F-HR | 2019-05-10 |
| 13F-HR | 2019-02-14 |
View Planning Solutions Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.