HoldingsChannel.com
Planning Alternatives Ltd. ADV Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 341,457 +8,797 $110,373
     IVV341,457+8,797$110,373
VANGUARD TAX MANAGED INTL FD (VEA) 1,665,506 +105,382 $73,382
     VEA1,665,506+105,382$73,382
FIRST TR EXCHANGE TRADED FD (FTSM) 825,211 -346,902 $49,587
     FTSM825,211-346,902$49,587
VANGUARD GROUP (VIG) 344,559 +6,397 $42,953
     VIG344,559+6,397$42,953
VANGUARD BD INDEX FD INC (BND) 435,252 +7,631 $36,500
     BND435,252+7,631$36,500
SCHWAB STRATEGIC TR 445,248 +31,537 $34,199
     SCHX445,248+31,537$34,199
JP MORGAN EXCHANGE TRADED FD (JPUS) 322,249 +64,047 $25,670
     JPUS322,249+64,047$25,670
ISHARES TR (IJH) 117,060 +5,916 $24,093
     IJH117,060+5,916$24,093
SCHWAB STRATEGIC TR 688,497 +36,190 $23,154
     SCHF688,497+36,190$23,154
SCHWAB STRATEGIC TR 239,115 -24,738 $18,383
     SCHB239,115-24,738$18,383
VANGUARD INTL EQUITY INDEX F (VWO) 405,300 +31,390 $18,024
     VWO405,300+31,390$18,024
SCHWAB STRATEGIC TR 268,534 -6,316 $14,348
     SCHZ268,534-6,316$14,348
VANGUARD INDEX FDS (VUG) 59,012 -4,451 $10,750
     VUG59,012-4,451$10,750
ISHARES TR (IJR) 125,108 +1,152 $10,490
     IJR125,108+1,152$10,490
SCHWAB STRATEGIC TR 177,952 +9,386 $10,307
     SCHD177,952+9,386$10,307
SPDR S&P 500 ETF TR (SPY) 26,780 -2,179 $8,619
     SPY26,780-2,179$8,619
ISHARES TR (IEFA) 130,374 +8,628 $8,506
     IEFA130,374+8,628$8,506
VANGUARD INDEX FDS (VTV) 67,157 -4,586 $8,049
     VTV67,157-4,586$8,049
ISHARES TR (AGG) 48,698 -278 $5,472
     AGG48,698-278$5,472
SCHWAB STRATEGIC TR 178,890 +14,147 $4,896
     SCHE178,890+14,147$4,896
SCHWAB STRATEGIC TR 76,472 -414 $4,600
     SCHM76,472-414$4,600
APPLE INC 13,682 +34 $4,018
     AAPL13,682+34$4,018
SCHWAB STRATEGIC TR 50,813 +3,250 $3,843
     SCHA50,813+3,250$3,843
ISHARES TR (IWV) 19,820 -1,563 $3,736
     IWV19,820-1,563$3,736
ISHARES TR (DGRO) 88,190 +1,672 $3,710
     DGRO88,190+1,672$3,710
ISHARES INC (IEMG) 37,275 +4,246 $2,004
     IEMG37,275+4,246$2,004
VANGUARD INDEX FDS (VTI) 10,891 -124 $1,782
     VTI10,891-124$1,782
MICROSOFT CORP 7,957 -408 $1,255
     MSFT7,957-408$1,255
MONDELEZ INTL INC 21,277 -945 $1,172
     MDLZ21,277-945$1,172
PHILIP MORRIS INTL INC 13,532 UNCH $1,151
     PM13,532UNCH$1,151
ISHARES TR (IJS) 6,223 -82 $1,001
     IJS6,223-82$1,001
ISHARES TR (IWF) 4,913 -57 $864
     IWF4,913-57$864
GRACO INC 16,110 UNCH $838
     GGG16,110UNCH$838
PIMCO ETF TR (BOND) 7,350 -1,580 $792
     BOND7,350-1,580$792
ALTRIA GROUP INC 14,480 UNCH $723
     MO14,480UNCH$723
FORD MTR CO DEL 52,394 -1,869 $487
     F52,394-1,869$487
INTERNATIONAL BUSINESS MACHS 3,216 UNCH $431
     IBM3,216UNCH$431
PROCTER & GAMBLE CO 2,633 -4,136 $329
     PG2,633-4,136$329
DTE ENERGY CO 2,430 UNCH $316
     DTE2,430UNCH$316
HONEYWELL INTL INC 1,673 +15 $296
     HON1,673+15$296
PIMCO CORPORATE INCOME STRAT 14,250 UNCH $272
     PCN14,250UNCH$272
PIMCO ETF TR (STPZ) 5,091 -2,585 $267
     STPZ5,091-2,585$267
VANGUARD STAR FD (VXUS) 4,644 -770 $259
     VXUS4,644-770$259
CISCO SYS INC 5,302 +139 $254
     CSCO5,302+139$254
STARBUCKS CORP 2,525 UNCH $222
     SBUX2,525UNCH$222
CHEVRON CORP NEW 1,820 -32 $219
     CVX1,820-32$219
BERKSHIRE HATHAWAY INC DEL      $210
     BRK.B930+930$210
ISHARES TR (ITOT) 2,884 +2,884 $210
     ITOT2,884+2,884$210
DNP SELECT INCOME FD 14,289 UNCH $182
     DNP14,289UNCH$182
NUVEEN MICHIGAN QLT MUN INC 11,651 UNCH $165
     NUM11,651UNCH$165

See Full List: All Stocks Held By Planning Alternatives Ltd. ADV
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Planning Alternatives Ltd. ADV

Size ($ in 1000's)
At 12/31/2019: $573,494
At 09/30/2019: $546,603

Planning Alternatives Ltd. ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Planning Alternatives Ltd. ADV 13F filings. Link to 13F filings: SEC filings

Planning Alternatives Ltd. ADV Top Holdings 13F Filings | www.HoldingsChannel.com

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