Planning Alternatives LTD Reduced Holdings in Q2 2024

Planning Alternatives LTD

$618 Million
Q2 2024

Stock	Shares change	Price Range	Shares Held	Trade History
NEAR Blackrock Short Maturity Bond ETFs	-13.8K - 22.11%	$49.93 - $50.33 $687K - $693K	48.5K $2.44M
SPY Spdr S&P 500 ETF Trust ETFs	-1.74K - 8.3%	$495.16 - $548.49 $861K - $954K	19.2K $10.5M
SCHF Schwab Strategic Tr Intl Eqty ETFs	-2.46K - 0.64%	$37.19 - $39.82 $91.3K - $97.8K	382K $14.7M
SCHX Schwab Strategic Tr Us Large C ETFs	-9K - 5.46%	$58.7 - $64.78 $528K - $583K	156K $10M
VTV Vanguard Value ETF ETFs	-117 - 0.23%	$154.57 - $163.65 $18.1K - $19.1K	51.5K $8.27M
SCHD Schwab Strategic Tr Us Dividen ETFs	-178 - 0.76%	$75.81 - $80.15 $13.5K - $14.3K	23.3K $1.81M
IEFA Ishares Tr ETFs	-518 - 6.37%	$70.77 - $76.19 $36.7K - $39.5K	7.62K $553K
SCHM Schwab Strategic U.S. Mid Cap ETFs	-33 - 0.37%	$75.69 - $81.19 $2.5K - $2.68K	9.01K $701K
PG Procter & Gamble CO Consumer Defensive	-214 - 10.26%	$155.33 - $168.56 $33.2K - $36.1K	1.87K $308K
SCHA Schwab Strategic Tr Us Small C ETFs	-128 - 1.56%	$45.24 - $49.04 $5.79K - $6.28K	8.1K $384K
DGRO Ishares Core Dividend Growth E ETFs	-55 - 1.0%	$55.23 - $58.55 $3.04K - $3.22K	5.45K $313K
IWV Ishares Russell 3000 ETF ETFs	-56 - 0.72%	$283.16 - $309.9 $15.9K - $17.4K	7.77K $2.4M
SCHB Schwab Strategic Tr Us Broad M ETFs	-100 - 0.17%	$57.57 - $63.3 $5.76K - $6.33K	58.2K $3.66M
MSFT Microsoft Corp Technology	-25 - 0.47%	$389.33 - $452.85 $9.73K - $11.3K	5.29K $2.37M
VUG Vanguard Growth ETF ETFs	-32 - 0.08%	$322.46 - $377.11 $10.3K - $12.1K	40.5K $15.1M
IVV Ishares Core S&P 500 ETF ETFs	-2.46K - 0.59%	$497.53 - $549.64 $1.23M - $1.35M	414K $227M

Activity Summary All Purchases 32 New Holdings 10 Increased Positions 22 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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