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CIK: 0000821103
Total reported value
$215.9M
$215.9M
117 檔
39.6%
The Q1 2025 SEC filing reveals that Planning Directions Inc held a total portfolio value of $215.9M, covering 117 public equity positions.
In Q1 2025, Planning Directions Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 15.30% | -0.78% | +10.24% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.58% | -1.02% | -22.26% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.89% | -0.06% | -5.00% | |
| 4 | UITB | Victoryshares Core Intermedi | ETF-Other | 4.59% | -0.52% | +5.45% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.18% | -0.96% | +1.79% | |
| 6 | PM | Philip Morris International | Stock-Consumer Staples | 3.26% | — | — | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.59% | -0.11% | -6.95% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 2.44% | +0.15% | +22.33% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.40% | -0.36% | -5.12% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.28% | — | +926.41% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.20% | +0.28% | +20.53% | |
| 12 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 2.13% | -0.48% | +22.35% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.12% | +0.09% | +5.46% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.03% | -0.02% | +1373.90% | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 2.01% | — | — | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.93% | +0.44% | +8.08% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.83% | +0.01% | +1121.76% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.56% | -0.03% | +1095.93% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.38% | -0.05% | — | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.37% | +0.03% | +8.76% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | -0.42% | +134.48% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.24% | — | -1.79% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.04% | — | — | |
| 24 | WPC | Wp Carey Inc | Stock-Real Estate | 1.00% | — | — | |
| 25 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.99% | +0.10% | -16.57% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | — | +903.30% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | -0.05% | +26.25% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | -0.17% | +41.10% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.92% | +0.02% | +437.70% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.88% | -0.04% | +37.38% | |
| 31 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.87% | +0.19% | +19.11% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.85% | -0.10% | -1.84% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.80% | — | +25.83% | |
| 34 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.64% | — | — | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.62% | -0.08% | -2.85% | |
| 36 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.62% | -0.06% | -5.50% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | -0.09% | +4.76% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.09% | +28.72% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-Other | 0.56% | -0.05% | -8.21% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.52% | — | — | |
| 41 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.46% | — | -8.01% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.06% | +21.23% | |
| 43 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.42% | -0.03% | +7.48% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | — | — | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | -0.02% | +0.54% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | — | — | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | — | — | |
| 48 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.36% | -0.01% | -12.96% | |
| 49 | FXR | First Trust Indst/producers | ETF-Other | 0.33% | — | — | |
| 50 | FXO | First Trust Financial Alphad | ETF-Other | 0.33% | — | — |
According to official SEC Form 13F filings, Planning Directions Inc reported a total U.S. public equity portfolio value of $215.9M across 117 disclosed positions in Q1 2025.
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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 39.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHD
市值: $35.8M
During Q1 2025, Planning Directions Inc's top holdings by market value included SCHD (15.3%)、BSV (6.6%)、VIG (5.9%). The largest single position, SCHD, represented 15.3% of total portfolio value.
In Q1 2025, Planning Directions Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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