PS

Planned Solutions, Inc.

13F
Planned Solutions, Inc.
Last update 2025-04-10 113 Stocks (10 new)
Value $247.00 Mil Turnover 4 %
Countries:
Top Holdings: MOAT(10.66%)FNDX(10.20%)JPIE(8.88%)ITOT(7.50%)QQQ(6.10%)
Summary Stock Picks Current Portfolio
Planned Solutions, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MOAT
VanEck Morningstar Wide Moat ETF
299,076
26,318.7
+2.38%
10.660
+0.25%
0.200
+22.22%
+3.49%
12,980.2
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
1,066,983
25,191.5
+2.21%
10.200
+0.22%
0.150
+17.57%
+5.62%
18,771.0
 
JPIE
JPMorgan Income ETF
476,001
21,929.3
+3.05%
8.880
+0.26%
0.660
+2.86%
+3.82%
3,987.0
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
151,829
18,524.7
+2.48%
7.500
+0.18%
0.030
+23.69%
+6.09%
70,561.8
 
QQQ
INVESCO QQQ Trust
32,147
15,074.3
-0.66%
6.100
-0.04%
0.010
+30.38%
+8.22%
354,396.8
 
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
118,392
11,912.6
+2.98%
4.820
+0.14%
0.090
+1.31%
+2.32%
13,292.8
 
JVAL
JPMorgan U.S. Value Factor ETF
247,267
10,241.8
+2.78%
4.150
+0.11%
1.540
+22.43%
+5.08%
525.4
 
SPGP
Invesco S&P 500 GARP ETF
99,013
9,889.4
+2.88%
4.000
+0.11%
0.310
+22.67%
+3.71%
2,822.7
 
AVUV
Avantis U.S. Small Cap Value ETF
103,011
8,979.5
+2.46%
3.640
+0.09%
0.060
+22.02%
-2.23%
16,503.0
 
IEFA
iShares Core MSCI EAFE ETF
90,202
6,823.7
+1.55%
2.760
+0.04%
0.010
+23.74%
+19.69%
141,458.3
 

Planned Solutions, Inc.'s Historical Top Holdings Breakdowns

Planned Solutions, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.57%
●
209.68 ($231.67) 247.1
$210.09
-9.31%
Reduce -31.58%
12,248
-5,652
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+0.42%
●
100.34 ($100.51) 100.68
$100.44
-0.07%
Add 21.28%
58,458
10,256
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.40%
●
106.98 ($126.74) 149.43
$158.34
24.93%
Add 73.27%
21,555
9,115
ESTC
Elastic NV
2025-03-31
Reduce
Reduce
-0.35%
●
89.1 ($103.79) 117.76
$86.28
-16.87%
Reduce -16.39%
44,870
-8,795
NFLX
Netflix Inc
2025-03-31
New Buy
New Buy
+0.26%
●
828.4 ($951.01) 1058.6
$1,289.00
35.54%
New holding
677
677
JPIE
JPMorgan Income ETF
2025-03-31
Add
Add
+0.26%
●
45.46 ($45.88) 46.18
$46.05
0.37%
Add 3.05%
476,001
14,103
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Add
Add
+0.25%
●
87.69 ($92.02) 96.49
$95.97
4.29%
Add 2.38%
299,076
6,955
IYW
iShares U.S. Technology ETF
2025-03-31
New Buy
New Buy
+0.24%
●
140.44 ($155.77) 166.79
$174.22
11.84%
New holding
4,210
4,210
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-03-31
Add
Add
+0.22%
●
23.03 ($24.17) 25.01
$24.79
2.57%
Add 2.21%
1,066,983
23,120
IWF
iShares Russell 1000 Growth ETF
2025-03-31
New Buy
New Buy
+0.20%
●
360.07 ($394.62) 417.26
$425.26
7.76%
New holding
1,361
1,361

Planned Solutions, Inc. Total Holding History ($B)

To

Planned Solutions, Inc.'s Asset Allocation

To

Planned Solutions, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Planned Solutions, Inc.'s Hypothetical Growth since 2025-03-31

Planned Solutions, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Planned Solutions, Inc.'s Holdings Heat Map

Size field:

Planned Solutions, Inc.'s Holdings Bubble Chart

Planned Solutions, Inc. News

  • 1

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