Planning Strategies Inc.: 13F holdings
CIK 21396652026Q2
| Positions | 1,065 |
|---|---|
| Reported value | $160.3m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VONG VANGUARD RUSSELL 1000 GROWTH ETF | 205,539 | $26.3m | 16.4% |
| FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | 394,118 | $16.0m | 10.0% |
| DGRO ISHARES CORE DIVIDEND GROWTH ETF | 205,356 | $15.6m | 9.7% |
| IQLT ISHARES MSCI INTL QUALITY FACTOR ETF | 206,966 | $10.3m | 6.4% |
| T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 136,760 | $5.6m | 3.5% |
| VOO VANGUARD S&P 500 ETF | 6,437 | $4.4m | 2.8% |
| VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF | 53,903 | $4.3m | 2.7% |
| COWZ PACER US CASH COWS 100 ETF | 63,236 | $3.9m | 2.5% |
| INVESCO S&P 100 EQUAL WEIGHT ETF | 30,222 | $3.9m | 2.4% |
| VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 44,019 | $3.6m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2139665")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.