account_balance
Investment manager · 13F filer · SEC CIK 712011
Planning Alternatives Ltd
Reported value$940Mas of Sep 30, 2026
Positions137 18 new, 10 sold out
Top 10 weight82.3%IVV alone is 33%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
33.3%
SPMOInvesco Exch Traded Fd Tr II
11.5%Trimmed −5%
IJHiShares Tr
9.9%
VEAVanguard Tax-Managed FDS
9.2%
IJRiShares Tr
5.0%−3%
RKTRocket Companies, Inc.
3.5%New
IDMOInvesco Exch Traded Fd Tr II
3.3%
AAPLApple Inc.
2.5%
XCEMColumbia ETF Tr II
2.1%
VUG2.0%
SCHFSchwab Strategic Tr
1.9%
IVViShares Tr
33.3%
SPMOInvesco Exch Traded Fd Tr II
11.5%Trimmed −5%
IJHiShares Tr
9.9%
VEAVanguard Tax-Managed FDS
9.2%
IJR5.0%
RKT3.5%IDMO3.3%
AAPLXCEM
VUG
SCHF1.9%
SPYBoxes 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
IVV iShares Tr 33.3% Held
SPMO Invesco Exch Traded Fd Tr II 11.5% Trimmed −5%
IJH iShares Tr 9.9% Held
VEA Vanguard Tax-Managed FDS 9.2% Held
IJR iShares Tr 5.0% Trimmed −3%
RKT Rocket Companies, Inc. 3.5% NewIDMO Invesco Exch Traded Fd Tr II 3.3% Held
AAPL Apple Inc. 2.5% Added +3%XCEM Columbia ETF Tr II 2.1% Trimmed −3%
VUG Vanguard Index FDS 2.0% Held
SCHF Schwab Strategic Tr 1.9% Held
SPY SPDR S&P 500 ETF Trust 1.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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