Instuitional Investor - Planned Solutions, Inc.
Fund Profile
Filing Period:
| Fund Name: | Planned Solutions, Inc. |
| Portfolio Value | $246,975,261 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vaneck Morningstar Wide Moat Etf - ETF | 299,076 | $26,318,704 | 10.66% | |
| 2. | FNDF | 1,066,983 | $25,191,468 | 10.2% | |
| 3. | Jpmorgan Income Etf - ETF | 476,001 | $21,929,348 | 8.88% | |
| 4. | IEF | 151,829 | $18,524,670 | 7.5% | |
| 5. | Invesco Qqq Trust Series I - ETF | 32,147 | $15,074,292 | 6.1% |
