Planned Solutions, Inc.
CIK Number: 0001831332
246.98M
Market Value
110
# of Holdings
9 months
Avg. Holding Period
8.26%
Win Rate
16.64%
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... | 92.08 | +1.18% | 292.12K | -1.67% | 27.09M | 75.79 | 10.93% |
| 2 | FNDX | Schwab Fundamen... | 24.14 | +0.69% | 1.04M | +202.59% | 24.72M | 19.45 | 9.97% |
| 3 | JPIE | JPMorgan Income... | 45.92 | +0.03% | 461.9K | +47.49% | 21.07M | 45.32 | 8.50% |
| 4 | ITOT | iShares Core S&... | 131.11 | +0.61% | 148.15K | +0.94% | 19.06M | 104.45 | 7.69% |
| 5 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 32.36K | +76.94% | 16.54M | 412.5 | 6.67% |
| 6 | MINT | PIMCO Enhanced ... | 100.34 | +0.02% | 114.97K | +1.29K% | 11.54M | 100.42 | 4.65% |
| 7 | JVAL | JPMorgan U.S. V... | 43.44 | +1.21% | 240.58K | -3.5% | 10.39M | 31.55 | 4.19% |
| 8 | SPGP | Invesco S&P 500... | 105.02 | +0.94% | 96.24K | -7.26% | 10.09M | 78.4 | 4.07% |
| 9 | AVUV | Avantis U.S. Sm... | 90.06 | +0.95% | 100.54K | +39.33K% | 9.71M | 96.53 | 3.92% |
| 10 | IEFA | iShares Core MS... | 81.91 | -1.35% | 88.82K | +1.75% | 6.24M | 71.26 | 2.52% |
| 11 | HELO | J.P. Morgan Exc... | 62.05 | +0.38% | 96.44K | +26.84K% | 5.98M | 62.04 | 2.41% |
| 12 | IVVB | BlackRock ETF T... | 30.78 | +0.65% | 181.86K | +100.00% | 5.55M | 30.54 | 2.24% |
| 13 | ESTC | Elastic N.V. | 81.00 | +2.03% | 53.66K | -1.96% | 5.32M | 112.7 | 2.15% |
| 14 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 48.2K | +708.62% | 4.84M | 100.37 | 1.95% |
| 15 | BIV | Vanguard Interm... | 76.08 | -0.17% | 63.28K | -59.98% | 4.73M | 76.74 | 1.91% |
| 16 | AAPL | Apple Inc. | 198.10 | +0.84% | 17.9K | -11.13% | 4.48M | 187.82 | 1.81% |
| 17 | RSST | Return Stacked ... | 22.52 | +1.62% | 125.48K | +100.00% | 3M | 23.9 | 1.21% |
| 18 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 111.9K | +208.19% | 2.54M | 18.88 | 1.02% |
| 19 | ITW | Illinois Tool W... | 244.12 | +1.09% | 8.16K | 0.00% | 2.07M | 246.8 | 0.83% |
| 20 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 2.61K | -10.4% | 2.01M | 297.05 | 0.81% |
| 21 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 4.45K | +0.04% | 1.87M | 355.77 | 0.76% |
| 22 | FILL | iShares MSCI Gl... | 24.30 | -1.9% | 80.97K | -27.82% | 1.85M | 18.8 | 0.75% |
| 23 | IVW | iShares S&P 500... | 106.17 | +1.01% | 17.58K | +81.34% | 1.79M | 79.09 | 0.72% |
| 24 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 12.44K | +4.85% | 1.67M | 56.8 | 0.67% |
| 25 | IWM | iShares Russell... | 210.52 | +0.78% | 6.99K | -0.16% | 1.54M | 221.35 | 0.62% |
| 26 | SCHA | Schwab U.S. Sma... | 24.75 | +1.00% | 56.84K | -51.49% | 1.47M | 24.43 | 0.59% |
| 27 | DVY | iShares Select ... | 130.55 | -0.49% | 9.87K | +27.15% | 1.3M | 124.48 | 0.52% |
| 28 | META | Meta Platforms,... | 701.33 | +2.70% | 1.91K | 0.00% | 1.12M | 295.81 | 0.45% |
| 29 | MTUM | iShares MSCI US... | 231.53 | +0.55% | 5.35K | +0.02% | 1.11M | 181.82 | 0.45% |
| 30 | LRGF | iShares U.S. Eq... | 62.08 | +0.61% | 17.36K | -3.37% | 1.05M | 48.07 | 0.42% |
| 31 | SCHF | Schwab Internat... | 21.89 | +0.44% | 55.7K | +114.28% | 1.03M | 19.09 | 0.42% |
| 32 | IVV | iShares Core S&... | 603.05 | +0.54% | 1.48K | -0.4% | 873.17K | 474.28 | 0.35% |
| 33 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 1.92K | 0.00% | 868.03K | 299.43 | 0.35% |
| 34 | IBM | International B... | 281.56 | +1.57% | 3.76K | -0.24% | 826.12K | 134.74 | 0.33% |
| 35 | VEA | Vanguard Develo... | 56.41 | +0.44% | 17.17K | -91.51% | 821.21K | 45.5 | 0.33% |
| 36 | SCHO | Schwab Short-Te... | 24.25 | +0.03% | 33.65K | +107.51% | 809.58K | 25.27 | 0.33% |
| 37 | GNMA | iShares GNMA Bo... | 43.32 | -0.01% | 18.08K | +4.30% | 776.2K | 49.03 | 0.31% |
| 38 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 4.07K | -4.68% | 775.66K | 145.14 | 0.31% |
| 39 | TIP | iShares TIPS Bo... | 108.47 | -0.12% | 7.06K | -0.52% | 752.35K | 127.6 | 0.30% |
| 40 | AXON | Axon Enterprise... | 779.88 | -0.1% | 1.17K | 0.00% | 695.95K | 311.37 | 0.28% |
| 41 | IJH | iShares Core S&... | 60.66 | +0.67% | 10.92K | +0.30% | 680.63K | 56.54 | 0.27% |
| 42 | PG | The Procter & G... | 160.70 | +0.26% | 3.84K | +0.05% | 643.72K | 162.14 | 0.26% |
| 43 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 3.49K | +117.37% | 621.68K | 166.39 | 0.25% |
| 44 | VTV | Vanguard Value ... | 174.03 | +0.37% | 3.56K | 0.00% | 603.22K | 144.07 | 0.24% |
| 45 | AGG | iShares Core U.... | 97.78 | -0.19% | 6.1K | -1.23% | 591.09K | 109.81 | 0.24% |
| 46 | ANET | Arista Networks... | 95.01 | +2.88% | 5.32K | +100.00% | 588.46K | 110.53 | 0.24% |
| 47 | IDV | iShares Interna... | 33.96 | -1.54% | 21.49K | +2.58% | 588.33K | 30.43 | 0.24% |
| 48 | MCD | McDonald's Corp... | 295.94 | -1.98% | 2.02K | 0.00% | 584.13K | 268.07 | 0.24% |
| 49 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 21.22K | +226.78% | 579.67K | 26.88 | 0.23% |
| 50 | RPV | Invesco S&P 500... | 92.83 | +0.97% | 6.33K | -86.06% | 571.03K | 84.87 | 0.23% |
| 51 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 2.34K | 0.00% | 561.64K | 152.22 | 0.23% |
| 52 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 3.64K | -16.77% | 526.03K | 168.81 | 0.21% |
| 53 | WMT | Walmart Inc. | 94.23 | -0.22% | 5.42K | -10.26% | 489.73K | 50.38 | 0.20% |
| 54 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 833 | 0.00% | 488.46K | 391.26 | 0.20% |
| 55 | COST | Costco Wholesal... | 984.10 | -0.62% | 524 | -10.27% | 479.96K | 589.9 | 0.19% |
| 56 | CVX | Chevron Corpora... | 146.06 | +0.10% | 3.3K | +3.35% | 478.35K | 127.73 | 0.19% |
| 57 | VIG | Vanguard Divide... | 200.94 | +0.24% | 2.42K | 0.00% | 474.51K | 171.75 | 0.19% |
| 58 | V | Visa Inc. | 355.07 | +0.63% | 1.49K | -10.77% | 471.42K | 231.34 | 0.19% |
| 59 | MOTI | VanEck Mornings... | 34.38 | +0.23% | 14.48K | -35.64% | 438.67K | 31.17 | 0.18% |
| 60 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 3.96K | -3.06% | 426.41K | 112.82 | 0.17% |
| 61 | INTU | Intuit Inc. | 767.56 | +1.80% | 672 | 0.00% | 422.35K | 643.22 | 0.17% |
| 62 | LQD | iShares iBoxx $... | 107.60 | -0.18% | 3.94K | 0.00% | 421.16K | 132.52 | 0.17% |
| 63 | CALM | Cal-Maine Foods... | 100.18 | +3.94% | 4.06K | 0.00% | 417.86K | 63.91 | 0.17% |
| 64 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 924 | -7.88% | 373.15K | 261.63 | 0.15% |
| 65 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 5.99K | -12.78% | 354.85K | 58.03 | 0.14% |
| 66 | MRK | Merck & Co., In... | 80.88 | -1.02% | 3.56K | -10.95% | 354.45K | 80.59 | 0.14% |
| 67 | SRLN | SPDR Blackstone... | 41.23 | +0.13% | 8.37K | +21.74% | 349.37K | 41.25 | 0.14% |
| 68 | GS | The Goldman Sac... | 626.86 | +2.17% | 600 | 0.00% | 343.57K | 382.55 | 0.14% |
| 69 | BAC | Bank of America... | 44.36 | +0.61% | 7.7K | 0.00% | 338.34K | 33.89 | 0.14% |
| 70 | DHI | D.R. Horton, In... | 123.39 | +0.25% | 2.41K | -5.48% | 337.52K | 109.82 | 0.14% |
| 71 | PHM | PulteGroup, Inc... | 102.26 | +0.64% | 3.06K | 0.00% | 332.91K | 81.68 | 0.13% |
| 72 | SNA | Snap-on Incorpo... | 311.90 | +0.61% | 950 | +5.56% | 322.51K | 290.53 | 0.13% |
| 73 | GRMN | Garmin Ltd. | 203.66 | +1.16% | 1.55K | 0.00% | 319.5K | 128.54 | 0.13% |
| 74 | MCK | McKesson Corpor... | 719.35 | -1.22% | 553 | 0.00% | 315.16K | 537.84 | 0.13% |
| 75 | IYY | iShares Dow Jon... | 146.43 | +0.64% | 2.11K | 0.00% | 301.35K | 100.07 | 0.12% |
| 76 | ADBE | Adobe Inc. | 401.12 | +2.41% | 669 | 0.00% | 297.49K | 342.05 | 0.12% |
| 77 | SCHE | Schwab Emerging... | 29.73 | +0.99% | 11.15K | +6.14% | 297.04K | 27.13 | 0.12% |
| 78 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 567 | 0.00% | 294.97K | 666.6 | 0.12% |
| 79 | GILD | Gilead Sciences... | 110.72 | +0.67% | 3.16K | 0.00% | 291.61K | 83.84 | 0.12% |
| 80 | WELL | Welltower Inc. | 150.52 | -1.23% | 2.31K | 0.00% | 290.75K | 90.17 | 0.12% |
| 81 | PSA | Public Storage | 294.44 | -0.17% | 947 | 0.00% | 283.57K | 363.87 | 0.11% |
| 82 | CF | CF Industries H... | 100.66 | +0.73% | 3.28K | 0.00% | 279.76K | 84.73 | 0.11% |
| 83 | CINF | Cincinnati Fina... | 146.57 | +0.14% | 1.91K | 0.00% | 274.32K | 136.12 | 0.11% |
| 84 | JAAA | Janus Henderson... | 50.65 | 0.00% | 5.37K | +24.29% | 272.19K | 50.85 | 0.11% |
| 85 | TXN | Texas Instrumen... | 199.09 | +2.10% | 1.44K | -6.5% | 269.64K | 175.76 | 0.11% |
| 86 | PKG | Packaging Corpo... | 189.31 | +0.40% | 1.19K | 0.00% | 267.45K | 166.45 | 0.11% |
| 87 | CB | Chubb Limited | 286.06 | -0.25% | 953 | +6.72% | 263.31K | 287.63 | 0.11% |
| 88 | RF | Regions Financi... | 21.62 | +0.51% | 10.92K | +8.28% | 256.81K | 23.34 | 0.10% |
| 89 | SNY | Sanofi | 49.38 | -0.58% | 5.07K | -18.49% | 244.43K | 51.08 | 0.10% |
| 90 | ABT | Abbott Laborato... | 133.99 | -1.2% | 2.14K | -9.13% | 242.17K | 110.01 | 0.10% |
| 91 | IVE | iShares S&P 500... | 191.30 | +0.20% | 1.27K | 0.00% | 241.84K | 173.89 | 0.10% |
| 92 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 663 | +0.61% | 240.54K | 305.11 | 0.10% |
| 93 | NUE | Nucor Corporati... | 121.55 | -0.31% | 2.06K | -3.96% | 240.31K | 121.09 | 0.10% |
| 94 | SYF | Synchrony Finan... | 61.18 | +2.24% | 3.69K | 0.00% | 239.85K | 49.88 | 0.10% |
| 95 | TM | Toyota Motor Co... | 177.87 | -0.5% | 1.23K | +11.36% | 238.4K | 180.21 | 0.10% |
| 96 | VTR | Ventas, Inc. | 62.80 | -1.67% | 3.98K | 0.00% | 234.21K | 50.88 | 0.09% |
| 97 | VHT | Vanguard Health... | 249.38 | -0.36% | 895 | 0.00% | 227.05K | 265.92 | 0.09% |
| 98 | VZ | Verizon Communi... | 42.42 | -1.37% | 5.57K | 0.00% | 222.7K | 48.96 | 0.09% |
| 99 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 1.01K | 0.00% | 222.68K | 197.2 | 0.09% |
| 100 | WSM | Williams-Sonoma... | 158.14 | +2.71% | 1.2K | +25.00% | 222.22K | 160.97 | 0.09% |
| 101 | AMAT | Applied Materia... | 176.39 | +3.40% | 1.36K | 0.00% | 221.99K | 162.07 | 0.09% |
| 102 | EVR | Evercore Inc. | 247.87 | +3.23% | 800 | 0.00% | 221.75K | 253.34 | 0.09% |
| 103 | WFC | Wells Fargo & C... | 72.97 | +0.84% | 3.14K | -0.13% | 220.55K | 56.49 | 0.09% |
| 104 | VGT | Vanguard Inform... | 633.02 | +1.56% | 354 | 0.00% | 219.98K | 582.25 | 0.09% |
| 105 | MA | Mastercard Inco... | 568.14 | +1.09% | 414 | 0.00% | 218K | 493.8 | 0.09% |
| 106 | VEU | Vanguard FTSE A... | 66.56 | +0.60% | 3.59K | 0.00% | 205.93K | 56.14 | 0.08% |
| 107 | CDNS | Cadence Design ... | 300.68 | +0.23% | 685 | 0.00% | 205.81K | 272.37 | 0.08% |
| 108 | VOT | Vanguard Mid-Ca... | 272.99 | +1.01% | 793 | 0.00% | 201.22K | 243.47 | 0.08% |
| 109 | HIG | The Hartford Fi... | 125.75 | +0.42% | 1.83K | +7.96% | 200.2K | 117 | 0.08% |
| 110 | SAN | Banco Santander... | 8.32 | +4.65% | 11.25K | -41.71% | 51.29K | 4.92 | 0.02% |