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Home > Institutional Investor > Planning Directions Inc > Profile

Instuitional Investor - Planning Directions Inc

Fund Profile
Filing Period:
Fund Name: Planning Directions Inc
Portfolio Value $233,889,571
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,280,082 $35,791,097 15.3%
2.
Vanguard Bond Index Funds
 BND 196,641 $15,393,020 6.58%
3.
Vanguard Specialized Funds - DIV APP ETF
 70,955 $13,764,474 5.89%
4.
Victory Portfolios Ii
 228,823 $10,740,936 4.59%
5.
Apple Inc.
 AAPL 43,975 $9,768,275 4.18%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)