Planning Capital Management Corp ETFs

Planning Capital Management Corp

$151 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TLT Ishares Barclays 20+ Year Trea	$0	$44.1 Million 0.03% of portfolio	450	Q2 2024 Added 328.57%
EFA Ishares Tr Msci Eafe ETF	$0	$43.1 Million 0.03% of portfolio	515	Q4 2023 New
IXUS Ishares Tr	$0	$41.6 Million 0.03% of portfolio	573	Q4 2023 New
IEMG Ishares Inc	$0	$41.3 Million 0.03% of portfolio	720	Q3 2024 Reduced 21.14%
VNQ Vanguard Specialized Funds Van	$0	$40.3 Million 0.03% of portfolio	414	Q3 2024 Added 0.24%
VBR Vanguard Small Cap Value ETF	$0	$33.7 Million 0.02% of portfolio	168	Q3 2024 New
VOE Vanguard Mid Cap Value Index F	$0	$29.2 Million 0.02% of portfolio	174	Q3 2024 New
IWN Ishares Russell2000 Val ETF	$0	$25.7 Million 0.02% of portfolio	154	Q4 2023 New
VOT Vanguard Mid Cap Growth Index	$0	$25.6 Million 0.02% of portfolio	105	Q3 2024 New
BUG Global X Fds Cybersecurity ETF	$0	$24.2 Million 0.02% of portfolio	781	Q3 2024 Added 14.68%
TAN Invesco ETF Tr Ii Solar ETF	$0	$23.9 Million 0.02% of portfolio	554	Q4 2023 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$23.4 Million 0.02% of portfolio	196	Q3 2024 New
CWB Spdr Bloomberg Convertible Sec	$0	$23 Million 0.02% of portfolio	300	Q4 2023 New
CGW Invesco ETF Tr Ii S&P Global W	$0	$21.8 Million 0.01% of portfolio	356	Q4 2023 New
FBT First Trust Nyse Arca Biotechn	$0	$21.7 Million 0.01% of portfolio	126	Q4 2023 New
IYJ Ishares Tr	$0	$18.1 Million 0.01% of portfolio	135	Q4 2023 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$17.5 Million 0.01% of portfolio	326	Q3 2024 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$17.3 Million 0.01% of portfolio	172	Q3 2024 Added 0.58%
VXUS Vanguard Star Fd Vanguard Tota	$0	$17.2 Million 0.01% of portfolio	266	Q3 2024 Added 0.38%
VBK Vanguard Small Cap Growth ETF	$0	$16.7 Million 0.01% of portfolio	63	Q3 2024 Added 425.0%
MTUM Ishares Msci Usa Momentum Fact	$0	$16.4 Million 0.01% of portfolio	81	Q3 2024 New
GBTC Grayscale Bitcoin Trust (Btc)	$51.5B	$16.2 Million 0.01% of portfolio	320	Q3 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$15 Million 0.01% of portfolio	200	Q4 2023 New
GLD Spdr Gold Trust	$83.9B	$13.4 Million 0.01% of portfolio	55	Q3 2024 Reduced 83.97%
AMZA Etfis Ser Tr I	$0	$13.3 Million 0.01% of portfolio	328	Q3 2024 New
SHYG Ishares 0 5 Year High Yield CO	$0	$13.1 Million 0.01% of portfolio	302	Q3 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$10.2 Million 0.01% of portfolio	171	Q3 2024 Reduced 34.23%
AOR Ishares Tr Core Growth Allocat	$0	$7.54 Million 0.0% of portfolio	127	Q3 2024 Added 0.79%
TLH Ishares Barclays 10 20 Yr Trea	$0	$7.33 Million 0.0% of portfolio	67	Q3 2024 New
ARKF Ark ETF Tr Fintech Innovation	$0	$6.56 Million 0.0% of portfolio	220	Q3 2024 Added 214.29%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$5.19 Million 0.0% of portfolio	110	Q1 2024 Reduced 77.69%
IYH Ishares Tr	$0	$4.55 Million 0.0% of portfolio	70	Q3 2024 New
ARKQ Ark Autonomous Technology & Ro	$0	$4.34 Million 0.0% of portfolio	71	Q4 2023 New
PKB Invesco Exchange Traded Fd Tr	$0	$4.04 Million 0.0% of portfolio	51	Q3 2024 New
EMB Ishares Tr	$0	$4.02 Million 0.0% of portfolio	43	Q4 2023 New
SLV I Shares Silver Trust	$14.9B	$3.55 Million 0.0% of portfolio	125	Q3 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$3.47 Million 0.0% of portfolio	42	Q4 2023 New
ACWX Ishares Msci Acwi Ex Us ETF	$0	$3.38 Million 0.0% of portfolio	59	Q2 2024 Added 1.72%
SCHK Schwab Strategic Tr 1000 Index	$0	$2.77 Million 0.0% of portfolio	50	Q4 2023 New
ARKX Ark ETF Tr Ark Space Expl & In	$0	$2.43 Million 0.0% of portfolio	150	Q3 2024 New
FDL First Tr Morningstar Dividend	$0	$2.39 Million 0.0% of portfolio	57	Q3 2024 Reduced 93.17%
ARKG Ark Genomic Revolution ETF (De	$0	$1.79 Million 0.0% of portfolio	70	Q2 2024 New
LIT Global X Fds Global X Lithium	$0	$1.78 Million 0.0% of portfolio	41	Q3 2024 New
SLYG Spdr S&P 600 Small Cap Growth	$0	$1.73 Million 0.0% of portfolio	19	Q2 2024 Added 5.56%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$1.72 Million 0.0% of portfolio	20	Q1 2024 Added 5.26%
ARKW Ark Next Generation Internet E	$0	$1.28 Million 0.0% of portfolio	15	Q2 2024 New
CNRG Spdr S&P Kensho Clean Power Et	$0	$856,000 0.0% of portfolio	13	Q2 2024 New
EDOC Global X Fds Telemedicine & Di	$0	$752,000 0.0% of portfolio	75	Q3 2024 New
INDA Ishares Msci India Index Fund	$0	$586,000 0.0% of portfolio	10	Q2 2024 New
JOET Virtus ETF Tr Ii Virtus Terran	$0	$552,000 0.0% of portfolio	15	Q3 2024 Added 36.36%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Capital Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Planning Capital Management Corp with notifications on news.