account_balance
Investment manager · 13F filer · SEC CIK 2139665
Planning Strategies Inc.
Reported value$168Mas of Sep 30, 2026
Positions1,156 130 new, 39 sold out
Top 10 weight59.7%VONG alone is 17%
FiledOct 22 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VONGVanguard Russell 1000 Growth ETF
17.3%Added +10%
LVHIFranklin International Low Volatility High Dividend Index ETF
10.7%Added +9%
DGROiShares Core Dividend Growth ETF
9.2%
IQLTiShares MSCI Intl Quality Factor ETF
6.0%
TCAFT. Rowe Price Capital Appreciation Equity ETF
3.7%Added +8%
VOOVanguard S&P 500 ETF
2.8%Added +4%
EQWLInvesco S&P 100 Equal Weight ETF
2.6%+12%
VCSHVanguard Short-Term Corporate Bond ETF
2.5%
COWZPacer US Cash Cows 100 ETF
2.5%
NVDANVIDIA Corp
2.4%
AAPLApple Inc.
2.1%
VCITVanguard Intermediate-Term Corporate Bond ETF
2.1%
VONGVanguard Russell 1000 Growth ETF
17.3%Added +10%
LVHIFranklin International Low Volatility High Dividend Index ETF
10.7%+9%
DGROiShares Core Dividend Growth ETF
9.2%
IQLTiShares MSCI Intl Quality Factor ETF
6.0%
TCAF3.7%
VOO2.8%
EQWL
VCSH
COWZ
NVDAAAPLVCIT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VONG Vanguard Russell 1000 Growth ETF 17.3% Added +10%
LVHI Franklin International Low Volatility High Dividend Index ETF 10.7% Added +9%
DGRO iShares Core Dividend Growth ETF 9.2% Held
IQLT iShares MSCI Intl Quality Factor ETF 6.0% Held
TCAF T. Rowe Price Capital Appreciation Equity ETF 3.7% Added +8%
VOO Vanguard S&P 500 ETF 2.8% Added +4%
EQWL Invesco S&P 100 Equal Weight ETF 2.6% Added +12%
VCSH Vanguard Short-Term Corporate Bond ETF 2.5% Held
COWZ Pacer US Cash Cows 100 ETF 2.5% Held
NVDA NVIDIA Corp 2.4% HeldAAPL Apple Inc. 2.1% HeldVCIT Vanguard Intermediate-Term Corporate Bond ETF 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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