Planned Solutions, Inc.
CIK Number: 0001831332
Main Sectors:
Top Industries:
Filing Date: Apr 9, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MOAT | VanEck Mornings... | 97.13 | -1.4% | 299.08K | +2.38% | 26.32M | 76.07 | 10.66% | Share |
| 2 | FNDX | Schwab Fundamen... | 26.10 | -0.38% | 1.07M | +2.21% | 25.19M | 19.54 | 10.20% | Share |
| 3 | JPIE | JPMorgan Income... | 46.43 | -0.1% | 476K | +3.05% | 21.93M | 45.35 | 8.88% | Share |
| 4 | ITOT | iShares Core S&... | 143.92 | -0.53% | 151.83K | +2.48% | 18.52M | 104.88 | 7.50% | Share |
| 5 | QQQ | Invesco QQQ Tru... | 593.53 | -0.43% | 32.15K | -0.66% | 15.07M | 412.5 | 6.10% | Share |
| 6 | MINT | PIMCO Enhanced ... | 100.60 | +0.01% | 118.39K | +2.98% | 11.91M | 100.43 | 4.82% | Share |
| 7 | JVAL | JPMorgan U.S. V... | 47.11 | -0.84% | 247.27K | +2.78% | 10.24M | 31.82 | 4.15% | Share |
| 8 | SPGP | Invesco S&P 500... | 112.35 | -0.63% | 99.01K | +2.88% | 9.89M | 79 | 4.00% | Share |
| 9 | AVUV | Avantis U.S. Sm... | 99.51 | -0.67% | 103.01K | +2.46% | 8.98M | 96.3 | 3.64% | Share |
| 10 | IEFA | iShares Core MS... | 85.90 | -0.69% | 90.2K | +1.55% | 6.82M | 71.33 | 2.76% | Share |
| 11 | HELO | JPMorgan Hedged... | 64.74 | -0.14% | 99.29K | +2.95% | 5.93M | 61.97 | 2.40% | Share |
| 12 | SGOV | iShares 0-3 Mon... | 100.66 | +0.01% | 58.46K | +21.28% | 5.88M | 100.42 | 2.38% | Share |
| 13 | IVVB | iShares Large C... | 32.58 | -0.08% | 184.19K | +1.28% | 5.4M | 30.52 | 2.19% | Share |
| 14 | BIV | Vanguard Interm... | 77.92 | -0.24% | 63.96K | +1.08% | 4.9M | 76.74 | 1.98% | Share |
| 15 | ESTC | Elastic N.V. | 85.11 | -0.88% | 44.87K | -16.39% | 4M | 112.7 | 1.62% | Share |
| 16 | ITW | Illinois Tool W... | 257.86 | -0.65% | 13K | 0.00% | 3.22M | 246.8 | 1.31% | Put |
| 17 | RSST | Return Stacked ... | 25.71 | -0.7% | 127.12K | +1.31% | 2.81M | 23.88 | 1.14% | Share |
| 18 | AAPL | Apple Inc. | 256.87 | +1.81% | 12.25K | -31.58% | 2.72M | 187.82 | 1.10% | Share |
| 19 | SCHB | Schwab U.S. Bro... | 25.39 | -0.51% | 118.86K | +6.22% | 2.56M | 19.03 | 1.04% | Share |
| 20 | NVDA | NVIDIA Corporat... | 177.69 | +0.40% | 21.55K | +73.27% | 2.34M | 78.61 | 0.95% | Share |
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