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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	$198,444,398

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	1,344,660	$36,884,021	18.59%
2.	Vanguard Bond Index Funds	BND	212,543	$16,750,526	8.44%
3.	Vanguard Specialized Funds - DIV APP ETF		68,060	$14,958,268	7.54%
4.	Victory Portfolios Ii		280,824	$13,298,337	6.7%
5.	Apple Inc.	AAPL	42,613	$11,584,644	5.84%