Instuitional Investor - Planned Solutions, Inc.
Fund Profile
Filing Period:
Fund Name: | Planned Solutions, Inc. |
Portfolio Value | $262,857,211 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vaneck Morningstar Wide Moat Etf - ETF | 303,887 | $28,501,579 | 10.84% | |
2. | FNDF | 1,061,948 | $26,060,204 | 9.91% | |
3. | IEF | 163,703 | $22,106,445 | 8.41% | |
4. | Jpmorgan Income Etf - ETF | 473,539 | $21,934,321 | 8.34% | |
5. | Ishares Msci Usa Quality Garp Etf - ETF | 226,228 | $13,659,647 | 5.2% |