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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 $140,190,157
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 308,335 $23,473,576 16.74%
2.
Vanguard Bond Index Funds
 BND 244,339 $18,818,961 13.42%
3.
Vanguard Specialized Funds
 83,930 $14,301,679 10.2%
4.
Vanguard Scottsdale Funds
 111,336 $8,614,102 6.14%
5.
Apple Inc.
 AAPL 44,047 $8,480,429 6.04%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)