HoldingsChannel.com
Planning Alternatives Ltd. ADV Top Holdings
As of  09/30/2022, below is a summary of the Planning Alternatives Ltd. ADV top holdings by largest position size, as per the latest 13f filing made by Planning Alternatives Ltd. ADV. In the Planning Alternatives Ltd. ADV-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Planning Alternatives Ltd. ADV in that top holding, then the share count change between reporting periods, and finally the Planning Alternatives Ltd. ADV top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 439,683 +13,827 $157,692
     IVV439,683+13,827$157,692
VANGUARD TAX MANAGED FDS (VEA) 1,721,842 +36,220 $62,606
     VEA1,721,842+36,220$62,606
ISHARES TR (IJH) 235,939 +6,284 $51,732
     IJH235,939+6,284$51,732
J P MORGAN EXCHANGE TRADED F (JPUS) 531,743 -398 $45,464
     JPUS531,743-398$45,464
VANGUARD SPECIALIZED FUNDS (VIG) 264,531 +642 $35,754
     VIG264,531+642$35,754
ISHARES TR (IJR) 304,427 +2,773 $26,543
     IJR304,427+2,773$26,543
VANGUARD INTL EQUITY INDEX F (VWO) 657,419 +15,588 $23,989
     VWO657,419+15,588$23,989
SCHWAB STRATEGIC TR 443,944 -4,713 $12,488
     SCHF443,944-4,713$12,488
VANGUARD INDEX FDS (VUG) 42,022 -445 $8,991
     VUG42,022-445$8,991
SCHWAB STRATEGIC TR 207,976 -3,543 $8,808
     SCHX207,976-3,543$8,808
SPDR S&P 500 ETF TR (SPY) 23,581 UNCH $8,423
     SPY23,581UNCH$8,423
APPLE INC 52,398 UNCH $7,241
     AAPL52,398UNCH$7,241
VANGUARD INDEX FDS (VTV) 53,827 -371 $6,647
     VTV53,827-371$6,647
SCHWAB STRATEGIC TR 96,751 UNCH $4,063
     SCHB96,751UNCH$4,063
ISHARES TR (ESGU) 28,124 +7,955 $2,233
     ESGU28,124+7,955$2,233
SCHWAB STRATEGIC TR 26,476 -379 $1,759
     SCHD26,476-379$1,759
ISHARES TR (IWV) 7,574 UNCH $1,568
     IWV7,574UNCH$1,568
J P MORGAN EXCHANGE TRADED F (JPST) 26,637 -379,839 $1,336
     JPST26,637-379,839$1,336
MONDELEZ INTL INC 19,277 UNCH $1,057
     MDLZ19,277UNCH$1,057
MICROSOFT CORP 4,257 -481 $991
     MSFT4,257-481$991
SCHWAB STRATEGIC TR 15,932 -35 $964
     SCHM15,932-35$964
ISHARES TR (ESGD) 16,245 +5,296 $912
     ESGD16,245+5,296$912
ISHARES TR (IJS) 10,852 UNCH $895
     IJS10,852UNCH$895
PHILIP MORRIS INTL INC 9,982 UNCH $829
     PM9,982UNCH$829
GRACO INC 13,806 -1,550 $828
     GGG13,806-1,550$828
ISHARES TR (IWF) 3,675 UNCH $773
     IWF3,675UNCH$773
SCHWAB STRATEGIC TR 31,081 -716 $696
     SCHE31,081-716$696
ISHARES TR (ESML) 18,437 +5,123 $565
     ESML18,437+5,123$565
ISHARES TR (IEFA) 10,399 -12 $548
     IEFA10,399-12$548
MORNINGSTAR INC 2,270 UNCH $482
     MORN2,270UNCH$482
FORD MTR CO DEL 42,408 UNCH $475
     F42,408UNCH$475
INTERNATIONAL BUSINESS MACHS 2,869 UNCH $341
     IBM2,869UNCH$341
LULULEMON ATHLETICA INC 1,174 -103 $328
     LULU1,174-103$328
SCHWAB STRATEGIC TR 8,107 -28 $306
     SCHA8,107-28$306
ISHARES TR (DGRO) 6,285 -32 $279
     DGRO6,285-32$279
ISHARES INC (ESGE) 9,917 +2,535 $274
     ESGE9,917+2,535$274
PROCTER AND GAMBLE CO 2,121 -215 $268
     PG2,121-215$268
CHEVRON CORP NEW 1,809 UNCH $260
     CVX1,809UNCH$260
BERKSHIRE HATHAWAY INC DEL      $251
     BRK.B940UNCH$251
ILLINOIS TOOL WKS INC 1,227 UNCH $222
     ITW1,227UNCH$222

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

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

Size ($ in 1000's)
At 09/30/2022: $480,084
At 06/30/2022: $530,924

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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