HoldingsChannel.com
Planning Directions Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD BD INDEX FD INC (BSV) 294,434 +99,610 $23,711
     BSV294,434+99,610$23,711
VANGUARD SCOTTSDALE FDS (VCSH) 99,628 +2,662 $8,038
     VCSH99,628+2,662$8,038
ISHARES TR (EFAV) 101,860 +2,820 $7,399
     EFAV101,860+2,820$7,399
VANGUARD WORLD FD (MGV) 54,071 +3,307 $4,353
     MGV54,071+3,307$4,353
VANGUARD GROUP (VIG) 37,386 +1,856 $4,305
     VIG37,386+1,856$4,305
APPLE INC 18,429 +124 $3,647
     AAPL18,429+124$3,647
SPDR SERIES TRUST (SDY) 34,107 +1,523 $3,441
     SDY34,107+1,523$3,441
SCHWAB STRATEGIC TR 61,765 +1,946 $3,278
     SCHD61,765+1,946$3,278
VANGUARD SCOTTSDALE FDS (VGIT) 38,450 +38,450 $2,537
     VGIT38,450+38,450$2,537
SELECT SECTOR SPDR TR (XLP) 38,486 -468 $2,235
     XLP38,486-468$2,235
ISHARES TR (IUSG) 33,239 +672 $2,083
     IUSG33,239+672$2,083
INVESCO EXCHANGE TRADED FD T (RHS) 15,098 +168 $2,020
     RHS15,098+168$2,020
FIRST TR VALUE LINE DIVID IN (FVD) 54,771 -1,422 $1,848
     FVD54,771-1,422$1,848
VANGUARD INDEX FDS (VOE) 15,055 +396 $1,676
     VOE15,055+396$1,676
VANGUARD INDEX FDS (VB) 9,929 -63 $1,555
     VB9,929-63$1,555
VANGUARD INDEX FDS (VUG) 9,507 -31 $1,553
     VUG9,507-31$1,553
VANGUARD WORLD FDS (VHT) 8,577 +364 $1,492
     VHT8,577+364$1,492
VANGUARD INDEX FDS (VO) 8,740 +142 $1,461
     VO8,740+142$1,461
VICTORY PORTFOLIOS II 25,542 +1,382 $1,340
     CFA25,542+1,382$1,340
BOEING CO 3,628 -140 $1,320
     BA3,628-140$1,320
ISHARES TR (USMV) 20,846 +839 $1,287
     USMV20,846+839$1,287
ISHARES TR (ITA) 5,767 -1,066 $1,235
     ITA5,767-1,066$1,235
VANGUARD INDEX FDS (VBR) 8,961 +290 $1,170
     VBR8,961+290$1,170
VANGUARD INDEX FDS (VOT) 7,697 -227 $1,149
     VOT7,697-227$1,149
VANGUARD WORLD FDS (VGT) 4,195 +13 $885
     VGT4,195+13$885
ISHARES TR (IYJ) 5,347 -360 $846
     IYJ5,347-360$846
SPDR SERIES TRUST (XAR) 8,005 -340 $832
     XAR8,005-340$832
ISHARES TR (IYH) 4,223 -20 $825
     IYH4,223-20$825
ISHARES TR (IJR) 9,782 +952 $766
     IJR9,782+952$766
CONSTELLATION BRANDS INC 3,679 +11 $725
     STZ3,679+11$725
EXXON MOBIL CORP 8,887 -3,272 $681
     XOM8,887-3,272$681
COMCAST CORP NEW 16,032 +2,032 $678
     CMCSA16,032+2,032$678
VANGUARD INDEX FDS (VOO) 2,519 -56 $678
     VOO2,519-56$678
ISHARES TR (IYC) 2,466 -38 $537
     IYC2,466-38$537
VANGUARD INDEX FDS (VBK) 2,734 +81 $509
     VBK2,734+81$509
MCDONALDS CORP 2,095 +7 $435
     MCD2,095+7$435
PFIZER INC 9,952 +868 $431
     PFE9,952+868$431
ISHARES TR (ITOT) 6,265 -293 $417
     ITOT6,265-293$417
AT&T INC 12,330 +4,918 $413
     T12,330+4,918$413
HOME DEPOT INC 1,928 +109 $401
     HD1,928+109$401
VANGUARD SCOTTSDALE FDS (VGSH) 5,802 -1,444 $353
     VGSH5,802-1,444$353
MICROSOFT CORP 2,418 +74 $324
     MSFT2,418+74$324
ISHARES TR (JKI) 1,989 -18 $313
     JKI1,989-18$313
VANGUARD WORLD FDS (VDE) 3,617 -160 $307
     VDE3,617-160$307
DISNEY WALT CO 2,040 +2,040 $285
     DIS2,040+2,040$285
ISHARES TR (IJH) 1,470 -14 $285
     IJH1,470-14$285
ABBVIE INC 3,730 +130 $271
     ABBV3,730+130$271
DIAGEO P L C 1,522 +111 $262
     DEO1,522+111$262
PEPSICO INC 1,995 +108 $262
     PEP1,995+108$262
INVESCO EXCHANGE TRADED FD T (RYU) 2,542 +445 $251
     RYU2,542+445$251

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 06/30/2019: $98,530
At 03/31/2019: $84,135

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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