Planning Directions Inc has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $140 Million distributed in 76 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 $27M, Vanguard Bd Index Fd Inc Short with a value of $18.1M, Vanguard Dividend Appreciation with a value of $14.9M, Apple Inc. with a value of $7.53M, and Vanguard Mega Cap Value with a value of $6.88M.
Examining the 13F form we can see an increase of $2.56M in the current position value, from $138M to 140M.
Below you can find more details about Planning Directions Inc portfolio as well as his latest detailed transactions.