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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 $172,330,041
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,161,204 $31,724,086 18.4%
2.
Vanguard Bond Index Funds
 BND 252,950 $19,545,440 11.34%
3.
Vanguard Specialized Funds
 74,691 $14,626,795 8.48%
4.
Apple Inc.
 AAPL 43,202 $10,818,646 6.27%
5.
Victory Portfolios Ii
 216,995 $9,973,084 5.78%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)