Planning Directions Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $144 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $27.1M, Vanguard Bd Index Fd Inc Short with a value of $18.8M, Vanguard Dividend Appreciation with a value of $14.6M, Apple Inc. with a value of $9.25M, and Vanguard Mega Cap Value with a value of $6.46M.
Examining the 13F form we can see an increase of $3.37M in the current position value, from $140M to 144M.
Below you can find more details about Planning Directions Inc portfolio as well as his latest detailed transactions.