
Planned Solutions, Inc.
CIK Number: 0001831332
246.98M
Market Value
109
# of Holdings
9 months
Avg. Holding Period
8.52%
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... | 85.82 | -0.29% | 292.12K | -1.67% | 27.09M | 75.79 | 10.93% |
2 | FNDX | Schwab Fundamen... | 22.89 | +0.28% | 1.04M | +202.59% | 24.72M | 19.45 | 9.97% |
3 | JPIE | JPMorgan Income... | 45.74 | -0.63% | 461.9K | +47.49% | 21.07M | 45.32 | 8.50% |
4 | ITOT | iShares Core S&... | 121.87 | +0.73% | 148.15K | +0.94% | 19.06M | 104.45 | 7.69% |
5 | QQQ | Invesco QQQ Tru... | 481.23 | +1.21% | 32.36K | +76.94% | 16.54M | 412.5 | 6.67% |
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