PLANNING DIRECTIONS INC: 13F holdings
CIK 8211032026Q2
| Positions | 110 |
|---|---|
| Reported value | $215.9m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVE ISHARES TR | 115,172 | $26.2m | 12.1% |
| VIG VANGUARD SPECIALIZED FUNDS | 67,945 | $16.1m | 7.4% |
| JPIE J P MORGAN EXCHANGE TRADED F | 334,845 | $15.4m | 7.1% |
| SCHD SCHWAB STRATEGIC TR | 459,308 | $14.6m | 6.7% |
| UITB VICTORY PORTFOLIOS II | 303,886 | $14.2m | 6.6% |
| AAPL APPLE INC | 33,856 | $9.8m | 4.5% |
| MGV VANGUARD WORLD FD | 41,638 | $6.8m | 3.2% |
| VOT VANGUARD INDEX FDS | 22,040 | $6.8m | 3.1% |
| ACWI VANGUARD INTL EQUITY INDEX F | 38,436 | $6.0m | 2.8% |
| IJR ISHARES TR | 38,614 | $5.7m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="821103")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.