Planned Solutions, Inc. - Portfolio overview

Planned Solutions, Inc. has 150 reported holdings in this dataset, with the latest filing dated 2026-04-09.

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. ITOT - ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF, 10.59%
2. FNDX - SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF, 9.48%
3. MOAT - VANECK MORNINGSTAR WIDE MOAT ETF, 9.20%

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

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