Filer Name: PLANNING DIRECTIONS INC
CIK: 821103
Period: 2024-12-31
Filed At: 2025-02-06
Number of Holdings: 77
Portfolio Value: $0.17B

Planning Directions Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHD US SCHWAB US DVD EQUITY ETF 1,161,204 $32M 18.41% 216.1% -
BSV US VANGUARD SHORT-TERM BOND ETF 252,950 $20M 11.34% 11.3% -
VIG US VANGUARD DIVIDEND APPREC ETF 74,691 $15M 8.49% -4.0% -
AAPL US APPLE INC 43,202 $11M 6.28% 0.1% -
UITB US VICTORYSHARES CORE INTERMEDI 216,995 $10M 5.79% 29.7% -
MGV US VANGUARD MEGA CAP VALUE ETF 50,477 $6M 3.66% -3.6% -
VCSH US VANGUARD S/T CORP BOND ETF 75,098 $6M 3.40% -6.3% -
VUG US VANGUARD GROWTH ETF 12,578 $5M 3.00% -2.5% -
VT US VANGUARD TOT WORLD STK ETF 40,623 $5M 2.77% 6.0% -
IJR US ISHARES CORE S&P SMALL-CAP E 40,830 $5M 2.73% 17.1% -
VOT US VANGUARD MID-CAP GROWTH ETF 17,113 $4M 2.52% 5.9% -
FLDR US FIDELITY LOW DURATION ETF 81,161 $4M 2.35% 1.7% -
IUSG US ISHARES CORE S&P U.S. GROWTH 21,787 $3M 1.76% -2.3% -
JEPI US JPMORGAN EQUITY PREMIUM INCO 51,693 $3M 1.73% 27.9% -
SDY US SPDR S&P DIVIDEND ETF 21,691 $3M 1.66% -4.2% -
VO US VANGUARD MID-CAP ETF 7,808 $2M 1.20% 7.7% -
JEPQ US JPM NASDAQ EQUITY PREMIUM 33,097 $2M 1.08% 33.7% -
VTV US VANGUARD VALUE ETF 10,108 $2M 0.99% -6.8% -
NVDA US NVIDIA CORP 12,027 $2M 0.94% 16.7% -
VOO US VANGUARD S&P 500 ETF 2,993 $2M 0.94% 48.2% -
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