HoldingsChannel.com
Planning Directions Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD BD INDEX FD INC (BSV) 359,017 +2,861 $28,940
     BSV359,017+2,861$28,940
ISHARES TR (EFAV) 110,815 +1,933 $8,260
     EFAV110,815+1,933$8,260
VANGUARD SCOTTSDALE FDS (VCSH) 93,121 -6,828 $7,546
     VCSH93,121-6,828$7,546
VANGUARD WORLD FD (MGV) 64,822 +2,292 $5,651
     MGV64,822+2,292$5,651
VANGUARD GROUP (VIG) 43,650 +2,274 $5,441
     VIG43,650+2,274$5,441
VANGUARD SCOTTSDALE FDS (VGIT) 78,184 +8,201 $5,152
     VGIT78,184+8,201$5,152
SPDR SERIES TRUST (SDY) 34,363 -106 $3,696
     SDY34,363-106$3,696
SCHWAB STRATEGIC TR 61,955 -1,673 $3,588
     SCHD61,955-1,673$3,588
APPLE INC 10,382 -790 $3,049
     AAPL10,382-790$3,049
SELECT SECTOR SPDR TR (XLP) 38,090 +285 $2,399
     XLP38,090+285$2,399
INVESCO EXCHANGE TRADED FD T (RHS) 14,625 -491 $2,134
     RHS14,625-491$2,134
ISHARES TR (IUSG) 30,832 -899 $2,085
     IUSG30,832-899$2,085
FIRST TR VALUE LINE DIVID IN (FVD) 53,262 -1,914 $1,919
     FVD53,262-1,914$1,919
ISHARES TR (USMV) 29,019 +5,533 $1,904
     USMV29,019+5,533$1,904
VANGUARD INDEX FDS (VUG) 9,959 +134 $1,814
     VUG9,959+134$1,814
VANGUARD INDEX FDS (VOE) 14,061 -506 $1,676
     VOE14,061-506$1,676
VANGUARD INDEX FDS (VB) 9,951 +209 $1,648
     VB9,951+209$1,648
VANGUARD INDEX FDS (VBR) 10,846 +637 $1,487
     VBR10,846+637$1,487
VANGUARD WORLD FDS (VHT) 7,667 -794 $1,470
     VHT7,667-794$1,470
VANGUARD INDEX FDS (VO) 7,325 -708 $1,305
     VO7,325-708$1,305
VANGUARD INDEX FDS (VOT) 8,094 +307 $1,285
     VOT8,094+307$1,285
VICTORY PORTFOLIOS II 18,342 -3,822 $1,035
     CFA18,342-3,822$1,035
ISHARES TR (ITA) 4,277 -567 $950
     ITA4,277-567$950
BOEING CO 2,800 +115 $912
     BA2,800+115$912
ISHARES TR (IYH) 4,173 -59 $900
     IYH4,173-59$900
ISHARES TR (IYJ) 4,955 -250 $831
     IYJ4,955-250$831
ISHARES TR (IJR) 9,360 -389 $785
     IJR9,360-389$785
SPDR SERIES TRUST (XAR) 6,748 -895 $736
     XAR6,748-895$736
VANGUARD INDEX FDS (VOO) 2,458 +21 $727
     VOO2,458+21$727
COMCAST CORP NEW 15,518 -288 $698
     CMCSA15,518-288$698
CONSTELLATION BRANDS INC 3,378 -213 $641
     STZ3,378-213$641
VANGUARD INDEX FDS (VBK) 3,159 +81 $628
     VBK3,159+81$628
EXXON MOBIL CORP 7,376 -704 $515
     XOM7,376-704$515
ISHARES TR (ITOT) 6,010 +8 $437
     ITOT6,010+8$437
ISHARES TR (IYC) 1,839 -461 $420
     IYC1,839-461$420
MCDONALDS CORP 2,016 +8 $398
     MCD2,016+8$398
AT&T INC 9,573 +101 $374
     T9,573+101$374
HOME DEPOT INC 1,710 -36 $373
     HD1,710-36$373
CORMEDIX INC 50,000 UNCH $364
     CRMD50,000UNCH$364
EXELON CORP 6,900 +6,900 $315
     EXC6,900+6,900$315
DISNEY WALT CO 2,108 +237 $305
     DIS2,108+237$305
INVESCO EXCHANGE TRADED FD T (RYU) 2,853 +15 $303
     RYU2,853+15$303
PEPSICO INC 2,193 +89 $300
     PEP2,193+89$300
MICROSOFT CORP 1,769 -55 $279
     MSFT1,769-55$279
ISHARES TR (IJH) 1,350 -126 $278
     IJH1,350-126$278
ISHARES TR (JKI) 1,644 +57 $277
     JKI1,644+57$277
SYSCO CORP 3,157 +112 $270
     SYY3,157+112$270
LOWES COS INC 2,122 +210 $254
     LOW2,122+210$254
AQUA AMERICA INC 5,394 -386 $253
     WTR5,394-386$253
VANGUARD SCOTTSDALE FDS (VGSH) 4,065 -534 $247
     VGSH4,065-534$247

See Full List: All Stocks Held By Planning Directions Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Planning Directions Inc.

Size ($ in 1000's)
At 12/31/2019: $108,134
At 09/30/2019: $104,238

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

Planning Directions Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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