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Home > Institutional Investor > Planned Solutions, Inc. > Profile

Instuitional Investor - Planned Solutions, Inc.

Fund Profile
Filing Period:
Fund Name: Planned Solutions, Inc.
Portfolio Value $213,687,391
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Morningstar Wide Moat Etf
 294,675 $25,009,094 11.7%
2.
Schwab Strategic Trust
 FNDF 340,884 $21,114,349 9.88%
3.
Ishares Trust
 IEF 147,816 $15,554,678 7.27%
4.
Jpmorgan Income Etf
 295,889 $13,495,497 6.31%
5.
Vanguard Bond Index Funds
 BND 157,605 $12,037,859 5.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)