Instuitional Investor - Planned Solutions, Inc.
Fund Profile
Filing Period:
| Fund Name: | Planned Solutions, Inc. |
| Portfolio Value | $247,868,956 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vaneck Morningstar Wide Moat Etf - ETF | 292,121 | $27,086,938 | 10.92% | |
| 2. | FNDF | 1,043,863 | $24,718,669 | 9.97% | |
| 3. | Jpmorgan Income Etf - ETF | 461,898 | $21,071,788 | 8.5% | |
| 4. | IEF | 148,154 | $19,055,530 | 7.68% | |
| 5. | Invesco Qqq Trust Series I - ETF | 32,360 | $16,543,316 | 6.67% |
