Planned Solutions, Inc.
CIK Number: 0001831332
247.87M
Market Value
109
# of Holdings
3 months
Avg. Holding Period
8.43%
Win Rate
17.64%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MOAT | VanEck Mornings... | 87.65 | -0.4% | 292.12K | -1.67% | 27.09M | 75.79 | 10.93% |
| 2 | FNDX | Schwab Fundamen... | 23.61 | -0.02% | 1.04M | +202.59% | 24.72M | 19.45 | 9.97% |
| 3 | JPIE | JPMorgan Income... | 45.90 | -0.37% | 461.9K | +47.49% | 21.07M | 45.32 | 8.50% |
| 4 | ITOT | iShares Core S&... | 122.41 | +0.32% | 148.15K | +0.94% | 19.06M | 104.45 | 7.69% |
| 5 | QQQ | Invesco QQQ Tru... | 472.55 | +0.77% | 32.36K | +76.94% | 16.54M | 412.5 | 6.67% |
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