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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	$177,664,677

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	1,307,298	$34,643,409	19.5%
2.	Vanguard Bond Index Funds	BND	194,290	$15,290,637	8.61%
3.	Vanguard Specialized Funds - DIV APP ETF		68,159	$13,950,099	7.85%
4.	Victory Portfolios Ii		227,341	$10,700,920	6.02%
5.	Apple Inc.	AAPL	43,186	$8,860,514	4.99%