account_balance
Investment manager · 13F filer · SEC CIK 821103
Planning Directions Inc
Reported value$216Mas of Jun 30, 2026
Positions110 7 new, 3 sold out
Top 10 weight56.3%IVE alone is 12%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVEiShares Tr
12.1%Added +9%
VIGVanguard Specialized Funds
7.4%
JPIEJ P Morgan Exchange Traded F
7.1%Added +46%
SCHDSchwab Strategic Tr
6.7%Trimmed −5%
UITBVictory Portfolios II
6.6%
AAPLApple Inc.
4.5%Trimmed −21%
MGVVanguard World Fd
3.2%Trimmed −6%
VOTVanguard Index FDS
3.1%Added +7%
VTVanguard Intl Equity Index F
2.8%
IJRiShares Tr
2.7%+3%
FLDRFidelity Merrimack STR Tr
2.6%Trimmed −8%
VUGVanguard Index FDS
2.4%
IVEiShares Tr
12.1%Added +9%
VIGVanguard Specialized Funds
7.4%
JPIEJ P Morgan Exchange Traded F
7.1%
SCHDSchwab Strategic Tr
6.7%
UITBVictory Portfolios II
6.6%
AAPLApple Inc.
4.5%
MGVVanguard World Fd
3.2%
VOTVanguard Index FDS
3.1%
VT2.8%
IJR2.7%
FLDR2.6%
VUG2.4%
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
IVE iShares Tr 12.1% Added +9%
VIG Vanguard Specialized Funds 7.4% Held
JPIE J P Morgan Exchange Traded F 7.1% Added +46%
SCHD Schwab Strategic Tr 6.7% Trimmed −5%
UITB Victory Portfolios II 6.6% Held
AAPL Apple Inc. 4.5% Trimmed −21%MGV Vanguard World Fd 3.2% Trimmed −6%
VOT Vanguard Index FDS 3.1% Added +7%
VT Vanguard Intl Equity Index F 2.8% Held
IJR iShares Tr 2.7% Added +3%
FLDR Fidelity Merrimack STR Tr 2.6% Trimmed −8%
VUG Vanguard Index FDS 2.4% Held
What changed
Biggest moves since Mar 31, 2026
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