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Home > Institutional Investor > Planning Directions Inc > Profile

Instuitional Investor - Planning Directions Inc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Planning Directions Inc
Portfolio Value	$191,581,530

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	1,361,756	$37,175,945	19.4%
2.	Vanguard Bond Index Funds	BND	192,874	$15,219,699	7.94%
3.	Vanguard Specialized Funds - DIV APP ETF		67,664	$14,601,234	7.62%
4.	Victory Portfolios Ii		241,373	$11,470,061	5.99%
5.	Apple Inc.	AAPL	43,052	$10,962,418	5.72%