PLANNING DIRECTIONS INC - Portfolio overview

PLANNING DIRECTIONS INC has 110 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVE - ISHARES TR, 11.25%
2. SCHD - SCHWAB STRATEGIC TR, 7.49%
3. VIG - VANGUARD SPECIALIZED FUNDS, 7.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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