Planned Solutions, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $32.17M | 10.4% |
| VANECK MORNINGSTAR WIDE MOAT ETF | $30.21M | 9.8% |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $28.57M | 9.2% |
| JPMORGAN INCOME ETF | $24.05M | 7.8% |
| ISHARES MSCI USA QUALITY GARP ETF | $16.02M | 5.2% |
| ISHARES S&P 500 GROWTH ETF | $15.75M | 5.1% |
| INVESCO QQQ TRUST SERIES I | $13.40M | 4.3% |
| ISHARES CORE MSCI EAFE ETF | $11.50M | 3.7% |
| AVANTIS U.S. SMALL CAP VALUE ETF | $7.82M | 2.5% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $7.30M | 2.4% |
| JP MORGAN US VALUE FACTOR ETF | $7.14M | 2.3% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $6.78M | 2.2% |
| Apple Inc. | $6.04M | 2.0% |
| ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF | $6.03M | 1.9% |
| VANGUARD INTERMEDIATE-TERM BOND ETF | $4.97M | 1.6% |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | $4.94M | 1.6% |
| NVIDIA Corp | $4.58M | 1.5% |
| RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF | $3.54M | 1.1% |
| Elastic N.V. | $3.38M | 1.1% |
| SCHWAB U.S. BROAD MARKET ETF | $3.27M | 1.1% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | $2.92M | 0.9% |
| MICROSOFT CORP | $2.73M | 0.9% |
| AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF | $2.64M | 0.9% |
| ELI LILLY & Co | $2.25M | 0.7% |
| ILLINOIS TOOL WORKS INC | $2.00M | 0.6% |
| Alphabet Inc. | $1.83M | 0.6% |
| ISHARES RUSSELL 2000 ETF | $1.53M | 0.5% |
| SCHWAB INTERNATIONAL EQUITY ETF | $1.52M | 0.5% |
| INVESCO S&P 500 GARP ETF | $1.46M | 0.5% |
| ISHARES SELECT DIVIDEND ETF | $1.37M | 0.4% |
| Meta Platforms Inc | $1.33M | 0.4% |
| SCHWAB U.S. SMALL-CAP ETF | $1.32M | 0.4% |
| ISHARES CORE S&P 500 ETF | $1.28M | 0.4% |
| iShares MSCI UAE ETF | $1.28M | 0.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.15M | 0.4% |
| ISHARES U.S. EQUITY FACTOR ETF | $1.11M | 0.4% |
| Warren E. Buffett | $956.0K | 0.3% |
| CATERPILLAR INC | $925.2K | 0.3% |
| ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF | $899.1K | 0.3% |
| JPMORGAN CHASE & CO | $880.6K | 0.3% |
| JOHNSON & JOHNSON | $872.2K | 0.3% |
| iShares MSCI UAE ETF | $797.5K | 0.3% |
| GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF | $795.3K | 0.3% |
| MCDONALD'S CORP | $794.6K | 0.3% |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $782.4K | 0.3% |
| Netflix Inc | $744.5K | 0.2% |
| ISHARES TIPS BOND ETF | $737.2K | 0.2% |
| ISHARES CORE S&P MID-CAP ETF | $728.2K | 0.2% |
| Arista Networks, Inc.ANET | $712.3K | 0.2% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $707.7K | 0.2% |