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Size ($ in 1000's)
At 12/31/2023: $140,187
At 09/30/2023: $139,685
Planning Directions Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Planning Directions Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Planning Directions Inc. top holdings by largest position size, as per the latest 13f filing made by Planning Directions Inc..
In the Planning Directions Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Planning Directions Inc. in that top holding, then the share count change between reporting periods, and finally the Planning Directions Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
308,335 |
+28,442 |
$23,474 | | SCHD | 308,335 | +28,442 | $23,474 | | VANGUARD BD INDEX FDS (BSV) |
244,339 |
-16,191 |
$18,819 | | BSV | 244,339 | -16,191 | $18,819 | | VANGUARD SPECIALIZED FUNDS (VIG) |
83,930 |
-5,341 |
$14,302 | | VIG | 83,930 | -5,341 | $14,302 | | VANGUARD SCOTTSDALE FDS (VCSH) |
111,336 |
+5,461 |
$8,614 | | VCSH | 111,336 | +5,461 | $8,614 | | APPLE INC |
44,047 |
+179 |
$8,480 | | AAPL | 44,047 | +179 | $8,480 | | VANGUARD WORLD FD (MGV) |
61,376 |
-3,613 |
$6,713 | | MGV | 61,376 | -3,613 | $6,713 | | VANGUARD INDEX FDS (VUG) |
15,049 |
+592 |
$4,678 | | VUG | 15,049 | +592 | $4,678 | | SPDR SER TR (SDY) |
36,240 |
-13,194 |
$4,529 | | SDY | 36,240 | -13,194 | $4,529 | | VANGUARD INDEX FDS (VOT) |
14,401 |
+1,031 |
$3,162 | | VOT | 14,401 | +1,031 | $3,162 | | VANGUARD BD INDEX FDS (VUSB) |
51,101 |
-3,244 |
$2,526 | | VUSB | 51,101 | -3,244 | $2,526 | | ISHARES TR (IUSG) |
23,780 |
-697 |
$2,476 | | IUSG | 23,780 | -697 | $2,476 | | SELECT SECTOR SPDR TR (XLP) |
31,299 |
-4,690 |
$2,254 | | XLP | 31,299 | -4,690 | $2,254 | | ISHARES TR (IYH) |
7,536 |
+329 |
$2,157 | | IYH | 7,536 | +329 | $2,157 | | VANGUARD INDEX FDS (VTV) |
12,446 |
-3,247 |
$1,861 | | VTV | 12,446 | -3,247 | $1,861 | | VANGUARD INTL EQUITY INDEX F (VT) |
17,606 |
+968 |
$1,811 | | VT | 17,606 | +968 | $1,811 | | INVESCO EXCHANGE TRADED FD T (RSPS) |
56,793 |
+56,793 |
$1,783 | | RSPS | 56,793 | +56,793 | $1,783 | | VANGUARD INDEX FDS (VOE) |
12,160 |
-631 |
$1,763 | | VOE | 12,160 | -631 | $1,763 | | SELECT SECTOR SPDR TR (XLU) |
27,652 |
+2,295 |
$1,751 | | XLU | 27,652 | +2,295 | $1,751 | | VANGUARD WORLD FDS (VHT) |
6,914 |
-122 |
$1,733 | | VHT | 6,914 | -122 | $1,733 | | VANGUARD INDEX FDS (VBR) |
9,020 |
-18 |
$1,623 | | VBR | 9,020 | -18 | $1,623 | | VANGUARD INDEX FDS (VO) |
6,857 |
+299 |
$1,595 | | VO | 6,857 | +299 | $1,595 | | FIDELITY MERRIMACK STR TR |
31,681 |
+31,681 |
$1,581 | | FLDR | 31,681 | +31,681 | $1,581 | | ISHARES INC (ACWV) |
14,330 |
-269 |
$1,438 | | ACWV | 14,330 | -269 | $1,438 | | MICROSOFT CORP |
3,224 |
+12 |
$1,212 | | MSFT | 3,224 | +12 | $1,212 | | ISHARES TR (IYJ) |
10,512 |
-278 |
$1,202 | | IYJ | 10,512 | -278 | $1,202 | | VANGUARD INDEX FDS (VB) |
4,916 |
+205 |
$1,049 | | VB | 4,916 | +205 | $1,049 | | VANGUARD INDEX FDS (VOO) |
2,184 |
-490 |
$954 | | VOO | 2,184 | -490 | $954 | | AMAZON COM INC |
5,774 |
-579 |
$877 | | AMZN | 5,774 | -579 | $877 | | MCDONALDS CORP |
2,865 |
+75 |
$850 | | MCD | 2,865 | +75 | $850 | | FIRST TR VALUE LINE DIVID IN (FVD) |
19,148 |
-10,008 |
$777 | | FVD | 19,148 | -10,008 | $777 | | BOEING CO |
2,970 |
-100 |
$774 | | BA | 2,970 | -100 | $774 | | HOME DEPOT INC |
1,863 |
+8 |
$646 | | HD | 1,863 | +8 | $646 | | COINBASE GLOBAL INC |
3,257 |
+3,257 |
$566 | | COIN | 3,257 | +3,257 | $566 | | EXXON MOBIL CORP |
5,666 |
+351 |
$566 | | XOM | 5,666 | +351 | $566 | | WALMART INC |
3,585 |
UNCH |
$565 | | WMT | 3,585 | UNCH | $565 | | ISHARES TR (USMV) |
6,305 |
-5,277 |
$492 | | USMV | 6,305 | -5,277 | $492 | | PEPSICO INC |
2,878 |
-114 |
$489 | | PEP | 2,878 | -114 | $489 | | SPDR SER TR (XAR) |
3,572 |
-112 |
$484 | | XAR | 3,572 | -112 | $484 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
8,254 |
+8,254 |
$454 | | JEPI | 8,254 | +8,254 | $454 | | CONSTELLATION BRANDS INC |
1,879 |
-463 |
$454 | | STZ | 1,879 | -463 | $454 | | ISHARES TR (ITOT) |
4,307 |
+197 |
$453 | | ITOT | 4,307 | +197 | $453 | | NVIDIA CORPORATION |
908 |
+1 |
$449 | | NVDA | 908 | +1 | $449 | | SCHWAB STRATEGIC TR |
9,121 |
+36 |
$431 | | SCHA | 9,121 | +36 | $431 | | ISHARES TR (IVV) |
873 |
+113 |
$417 | | IVV | 873 | +113 | $417 | | PALO ALTO NETWORKS INC |
1,378 |
UNCH |
$406 | | PANW | 1,378 | UNCH | $406 | | VANGUARD INDEX FDS (VBK) |
1,632 |
-12 |
$395 | | VBK | 1,632 | -12 | $395 | | LOWES COS INC |
1,640 |
+23 |
$365 | | LOW | 1,640 | +23 | $365 | | PROCTER AND GAMBLE CO |
2,457 |
+306 |
$360 | | PG | 2,457 | +306 | $360 | | ISHARES TR (IYC) |
4,611 |
+16 |
$349 | | IYC | 4,611 | +16 | $349 | | VANGUARD WORLD FD (MGK) |
1,282 |
-61 |
$333 | | MGK | 1,282 | -61 | $333 |
See Full List: All Stocks Held By Planning Directions Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Planning Directions Inc.
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