Planning Alternatives LTD has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $646 Million distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $240M, Ishares Core S&P Mid Cap ETF with a value of $74.2M, Vanguard Ftse Developed Market with a value of $64.9M, Jpmorgan Diversified Return Us with a value of $60M, and Vanguard Dividend Appreciation with a value of $46.5M.
Examining the 13F form we can see an decrease of $6.99M in the current position value, from $653M to 646M.
Below you can find more details about Planning Alternatives LTD portfolio as well as his latest detailed transactions.