| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | 15 | Q2 2024 | 17.7% |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF | 15 | Q2 2024 | 17.2% |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 15 | Q2 2024 | 10.6% |
| ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | 15 | Q2 2024 | 12.7% |
| ISHARES CORE MSCI EAFE ETF | 15 | Q2 2024 | 4.1% |
| SCHWAB U.S. SMALL-CAP ETF | 15 | Q2 2024 | 3.6% |
| INVESCO QQQ TRUST SERIES I | 15 | Q2 2024 | 9.9% |
| ISHARES TIPS BOND ETF | 15 | Q2 2024 | 6.6% |
| SCHWAB SHORT-TERM US TREASURY ETF | 15 | Q2 2024 | 8.2% |
| APPLE INC COM | 15 | Q2 2024 | 2.4% |
View Planned Solutions, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-24 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-14 |
View Planned Solutions, Inc.'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.