PLANNING ALTERNATIVES LTD /ADV: 13F holdings
CIK 7120112026Q2
| Positions | 129 |
|---|---|
| Reported value | $932.6m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 415,929 | $311.5m | 33.4% |
| SPMO INVESCO EXCH TRADED FD TR II | 751,352 | $121.4m | 13.0% |
| IJH ISHARES TR | 1,307,580 | $100.8m | 10.8% |
| VEA VANGUARD TAX-MANAGED FDS | 1,250,803 | $89.1m | 9.6% |
| IJR ISHARES TR | 354,167 | $52.5m | 5.6% |
| INVESCO EXCH TRADED FD TR II | 503,718 | $30.4m | 3.3% |
| COLUMBIA ETF TR II | 391,645 | $20.7m | 2.2% |
| AAPL APPLE INC | 67,560 | $19.5m | 2.1% |
| VUG VANGUARD INDEX FDS | 214,634 | $18.5m | 2.0% |
| SCHF SCHWAB STRATEGIC TR | 659,973 | $18.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="712011")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.