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CIK: 0000821103
Total reported value
$215.9M
$215.9M
93 檔
41.4%
During the Q3 2025 filing period, Planning Directions Inc (CIK: 0000821103) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $215.9M across 93 reported positions.
In Q3 2025, Planning Directions Inc adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 22 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 | 19.40% | -0.78% | +4.17% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 7.94% | -1.02% | -0.73% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.62% | -0.06% | -0.73% | |
| 4 | UITB | Victoryshares Core Intermedi | ETF-Other | 5.99% | -0.52% | +6.17% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.72% | -0.96% | -0.31% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.30% | +0.28% | +1.75% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.15% | -0.11% | -6.60% | |
| 8 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 3.12% | -0.48% | +3.40% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.94% | +0.09% | +2.47% | |
| 10 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.92% | +0.44% | -0.30% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.90% | +0.15% | -5.33% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.83% | -0.36% | +2.59% | |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.41% | -0.05% | +27.06% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.67% | +0.03% | -1.32% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | -0.42% | -2.36% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.45% | +0.10% | -2.02% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.38% | — | -5.48% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.36% | +0.19% | +12.69% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.24% | -0.10% | +2.03% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.87% | -0.05% | -2.12% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.09% | +2.63% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.17% | +0.29% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.09% | -1.31% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.72% | -0.04% | -1.75% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.72% | — | -7.30% | |
| 26 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.71% | -0.06% | — | |
| 27 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.66% | -0.08% | -2.85% | |
| 28 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.64% | -0.02% | +37.28% | |
| 29 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.60% | -0.07% | — | |
| 30 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.55% | — | -1.93% | |
| 31 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.52% | -0.03% | +0.23% | |
| 32 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.49% | +0.03% | — | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.48% | -0.02% | +0.85% | |
| 34 | VHT | Vanguard Health Care ETF | ETF-Other | 0.46% | -0.05% | -14.50% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.42% | -0.02% | +0.90% | |
| 36 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.39% | +0.08% | +0.22% | |
| 37 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.38% | -0.01% | -5.96% | |
| 38 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | -0.08% | -0.57% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.35% | +0.53% | +0.25% | |
| 40 | CRMD | Cormedix Inc | Stock-Other | 0.30% | — | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.06% | +3.92% | |
| 42 | CEG | Constellation Energy | Stock-Utilities | 0.27% | -0.12% | +3.64% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.27% | -0.05% | -8.82% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-Other | 0.27% | -0.08% | -2.22% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.26% | -0.02% | -4.10% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.25% | +0.04% | +5.65% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | -0.02% | +0.50% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.09% | -1.32% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.24% | -0.04% | +4.89% | |
| 50 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.23% | -0.01% | +0.09% |
According to official SEC Form 13F filings, Planning Directions Inc reported a total U.S. public equity portfolio value of $215.9M across 93 disclosed positions in Q3 2025.
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 41.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
JIRE
市值: $1.2M
Top Position Liquidated / Trimmed
PM
前期市值: $7.6M
During Q3 2025, Planning Directions Inc's top holdings by market value included SCHD (19.4%)、BSV (7.9%)、VIG (7.6%). The largest single position, SCHD, represented 19.4% of total portfolio value.
In Q3 2025, Planning Directions Inc made 50 total portfolio adjustments, initiating 3 new buys, adding to 8 positions, trimming 17 holdings, and fully liquidating 22 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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