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Planned Solutions, Inc. 13F holdings

Filed 2026-07-13 · Planned Solutions, Inc. · 155 positions · $348.9M

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TickerCompanySharesValue% of portfolio
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF238.6K$39.2M11.2%
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF1.0M$32.2M9.2%
MOATVANECK MORNINGSTAR WIDE MOAT ETF288.8K$30.0M8.6%
JPIEJPMORGAN INCOME ETF544.0K$25.1M7.2%
GARPISHARES MSCI USA QUALITY GARP ETF243.0K$20.1M5.7%
IVWISHARES S&P 500 GROWTH ETF132.6K$18.2M5.2%
QQQINVESCO QQQ TRUST SERIES I21.4K$15.8M4.5%
IEFAISHARES CORE MSCI EAFE ETF138.3K$13.4M3.8%
AVUVAVANTIS U.S. SMALL CAP VALUE ETF78.1K$9.7M2.8%
JVALJP MORGAN US VALUE FACTOR ETF143.0K$8.4M2.4%
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF106.6K$7.2M2.1%
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND67.8K$6.8M2.0%
BIVVANGUARD INTERMEDIATE-TERM BOND ETF79.6K$6.1M1.7%
AAPLAPPLE INC COM20.3K$5.9M1.7%
—ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF167.5K$5.8M1.7%
SGOVISHARES 0-3 MONTH TREASURY BOND ETF42.5K$4.3M1.2%
NVDANVIDIA CORPORATION COM20.6K$4.1M1.2%
SCHBSCHWAB U.S. BROAD MARKET ETF132.2K$3.8M1.1%
RSSTRETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF114.8K$3.8M1.1%
—AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF131.4K$3.3M0.9%
VBILVANGUARD 0-3 MONTH TREASURY BILL ETF36.7K$2.8M0.8%
ESTCELASTIC N V ORD SHS44.9K$2.6M0.7%
LLYELI LILLY & CO COM1.8K$2.2M0.6%
ITWILLINOIS TOOL WKS INC COM8.1K$2.2M0.6%
MSFTMICROSOFT CORP COM5.7K$2.1M0.6%
IWMISHARES RUSSELL 2000 ETF6.2K$1.9M0.5%
GOOGALPHABET INC CAP STK CL C5.1K$1.8M0.5%
SCHFSCHWAB INTERNATIONAL EQUITY ETF64.7K$1.8M0.5%
MUMICRON TECHNOLOGY INC COM1.5K$1.8M0.5%
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF5.1K$1.8M0.5%
SCHASCHWAB U.S. SMALL-CAP ETF46.5K$1.7M0.5%
DVYISHARES SELECT DIVIDEND ETF9.9K$1.5M0.4%
CATCATERPILLAR INC COM1.4K$1.5M0.4%
SPGPINVESCO S&P 500 GARP ETF11.7K$1.4M0.4%
IVVISHARES CORE S&P 500 ETF1.9K$1.4M0.4%
ITWILLINOIS TOOL WKS INC COM5.0K$1.4M0.4%
—GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF26.2K$1.3M0.4%
LRGFISHARES U.S. EQUITY FACTOR ETF17.0K$1.3M0.4%
—JPMORGAN CALIFORNIA TAX FREE BOND ETF24.5K$1.2M0.4%
METAMETA PLATFORMS INC CL A2.1K$1.2M0.3%
AMATAPPLIED MATLS INC COM1.6K$1.2M0.3%
JNJJOHNSON & JOHNSON COM4.3K$1.1M0.3%
IBMINTERNATIONAL BUSINESS MACHS COM3.8K$1.1M0.3%
POWRISHARES US POWER INFRASTRUCTURE ETF38.0K$1.1M0.3%
BRK-BBERKSHIRE HATHAWAY INC DEL CL B NEW2.0K$980,2640.3%
CVXCHEVRON CORPORATION COM5.6K$934,0390.3%
JPMJPMORGAN CHASE & CO COM2.8K$930,5990.3%
ANETARISTA NETWORKS INC COM SHS5.5K$928,2240.3%
MRKMERCK & CO INC COM6.9K$886,1360.3%
CSCOCISCO SYS INC COM7.5K$875,7450.3%
IJHISHARES CORE S&P MID-CAP ETF11.1K$853,7090.2%
IDVISHARES INTERNATIONAL SELECT DIVIDEND ETF19.7K$816,2870.2%
GNMAISHARES GNMA BOND ETF18.0K$794,7930.2%
VTVVANGUARD VALUE ETF3.6K$782,8050.2%
LRCXLAM RESEARCH CORP COM NEW1.8K$781,2940.2%
TIPISHARES TIPS BOND ETF6.7K$733,9470.2%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF10.1K$717,6300.2%
AGGISHARES CORE U.S. AGGREGATE BOND ETF7.0K$692,1480.2%
PGPROCTER & GAMBLE CO COM4.5K$654,8450.2%
BACBANK OF AMER CORP COM11.5K$654,6430.2%
Top Fund Holdings
13F
Top Fund Holdings

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