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CIK: 0000821103
Total reported value
$215.9M
$215.9M
77 檔
40.1%
In Q4 2024, Planning Directions Inc's U.S. equity holdings reached a combined market value of $215.9M, distributed across 77 disclosed stock positions.
In Q4 2024, Planning Directions Inc adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 18.41% | -0.78% | +216.08% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.34% | -1.02% | +11.34% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 8.49% | -0.06% | -4.01% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.28% | -0.96% | +0.13% | |
| 5 | UITB | Victoryshares Core Intermedi | ETF-Other | 5.79% | -0.52% | +29.69% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.66% | -0.11% | -3.64% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.40% | -0.36% | -6.27% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.00% | +0.15% | -2.50% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.77% | +0.09% | +5.96% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.73% | +0.28% | +17.13% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.52% | +0.44% | +5.90% | |
| 12 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 2.35% | -0.48% | +1.71% | |
| 13 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.76% | +0.10% | -2.31% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.73% | +0.03% | +27.91% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.66% | — | -4.19% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.20% | -0.10% | +7.74% | |
| 17 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.08% | +0.19% | +33.66% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 0.99% | -0.05% | -6.80% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | -0.42% | +16.74% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.17% | +48.17% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.92% | — | -4.51% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.09% | +37.73% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.88% | -0.04% | -0.72% | |
| 24 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.84% | -0.06% | -1.65% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.84% | -0.08% | -7.12% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-Other | 0.80% | -0.05% | -11.78% | |
| 27 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.70% | — | -1.33% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.09% | +3.89% | |
| 29 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.58% | -0.07% | +90.02% | |
| 30 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.54% | -0.01% | -16.05% | |
| 31 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.53% | -0.03% | +0.87% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | -0.02% | +1.05% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.06% | -1.05% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | -0.02% | -6.17% | |
| 35 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | -0.08% | -20.96% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.05% | -2.02% | |
| 37 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.32% | +0.08% | -1.58% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | — | +0.43% | |
| 39 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.30% | — | +100.96% | |
| 40 | FVD | First Trust Value Line Dvd | ETF-Other | 0.29% | -0.08% | -7.59% | |
| 41 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.29% | +0.17% | +100.00% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.13% | NEW | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.28% | -0.02% | -6.08% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.09% | -10.94% | |
| 45 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.26% | -0.01% | +0.09% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.26% | +0.02% | +0.83% | |
| 47 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.26% | — | -62.78% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.24% | +0.53% | +24.96% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.24% | -0.04% | -1.57% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.24% | -0.03% | +59.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UITB | Victoryshares Core Intermedi | +1% | +29.69% | Add |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.7% | +11.34% | Add |
| 3 | COIN | Coinbase Global Inc -class A | +0.4% | +90.02% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | +37.73% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | +48.17% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.3% | +17.13% | Add |
| 7 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +27.91% | Add |
| 8 | AAPL | Apple Inc | +0.3% | +0.13% | Add |
| 9 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +33.66% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +16.74% | Add |
| 11 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +5.90% | Add |
| 12 | VXUS | Vanguard Total Intl Stock | +0.2% | NEW | New buy |
| 13 | VCIT | Vanguard Int-term Corporate | +0.1% | +59.61% | Add |
| 14 | VO | Vanguard Mid-cap ETF | +0.1% | +7.74% | Add |
| 15 | VUG | Vanguard Growth ETF | +0.1% | -2.50% | Trim |
| 16 | VT | Vanguard Tot World Stk ETF | 0% | +5.96% | Add |
| 17 | WMT | Walmart Inc | 0% | -1.05% | Trim |
| 18 | IYW | Ishares Ustechnology ETF | 0% | +14.24% | Add |
| 19 | IYC | Ishares US Consumer Discreti | 0% | +0.09% | Add |
| 20 | IUSG | Ishares Core S&p U.s. Growth | 0% | -2.31% | Trim |
| 21 | PEP | Pepsico Inc | 0% | -8.02% | Trim |
| 22 | BA | Boeing Co/the | 0% | -29.67% | Trim |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | -6.08% | Trim |
| 24 | CEG | Constellation Energy | 0% | — | Unchanged |
| 25 | FLDR | Fidelity Low Durat Fact ETF | 0% | +1.71% | Add |
| 26 | MCD | Mcdonald's CORP | 0% | -2.02% | Trim |
| 27 | VB | Vanguard Small-cap ETF | 0% | -6.17% | Trim |
| 28 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -18.86% | Trim |
| 29 | LOW | Lowe's Cos Inc | -0.1% | -6.14% | Trim |
| 30 | FVD | First Trust Value Line Dvd | -0.1% | -7.59% | Trim |
| 31 | VOE | Vanguard Mid-cap Value ETF | -0.1% | -0.72% | Trim |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -10.94% | Trim |
| 33 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +216.08% | Add |
| 34 | VBR | Vanguard Small-cap Value ETF | -0.1% | -4.51% | Trim |
| 35 | ACWV | Ishares Msci Global Min Vol | -0.1% | -1.65% | Trim |
| 36 | RSPU | Invesco S&p 500 Equal Weight | -0.1% | EXIT | Sold out |
| 37 | JPEF | Jpmorgan Equity Focus ETF | -0.1% | EXIT | Sold out |
| 38 | HCA | Hca Healthcare Inc | -0.1% | EXIT | Sold out |
| 39 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -7.12% | Trim |
| 40 | VTV | Vanguard Value ETF | -0.1% | -6.80% | Trim |
| 41 | STZ | Constellation Brands Inc-a | -0.2% | EXIT | Sold out |
| 42 | AXP | American Express Co | -0.2% | EXIT | Sold out |
| 43 | RSPS | Invesco S&p 500 Equal Weight | -0.2% | -20.96% | Trim |
| 44 | IYH | Ishares U.s. Healthcare ETF | -0.2% | -16.05% | Trim |
| 45 | VHT | Vanguard Health Care ETF | -0.2% | -11.78% | Trim |
| 46 | SDY | Ss Spdr S&p Dividend ETF | -0.3% | -4.19% | Trim |
| 47 | MGV | Vanguard Mega Cap Value ETF | -0.3% | -3.64% | Trim |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | -0.4% | -6.27% | Trim |
| 49 | VUSB | Vanguard Ultra Short Bond Et | -0.5% | -62.78% | Trim |
| 50 | VIG | Vanguard Dividend Apprec ETF | -0.7% | -4.01% | Trim |
According to official SEC Form 13F filings, Planning Directions Inc reported a total U.S. public equity portfolio value of $215.9M across 77 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, BSV, VIG) accounted for 40.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
VXUS
市值: $277.0K
Top Position Liquidated / Trimmed
STZ
前期市值: $252.4K
During Q4 2024, Planning Directions Inc's top holdings by market value included SCHD (18.4%)、BSV (11.3%)、VIG (8.5%). The largest single position, SCHD, represented 18.4% of total portfolio value.
In Q4 2024, Planning Directions Inc made 49 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 25 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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