Institutions / Planning Directions Inc
Planning Directions Inc
CIK 821103 · Institution · as of Dec 31, 2025
Portfolio value
$198.44M
Positions
101
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 101 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $36.88M | 18.6% |
| Vanguard Bd Index Fds | $16.75M | 8.4% |
| Vanguard Specialized Funds | $14.96M | 7.5% |
| Victory Portfolios II | $13.30M | 6.7% |
| Apple Inc. | $11.58M | 5.8% |
| iShares Tr | $7.17M | 3.6% |
| Vanguard World Fd | $6.10M | 3.1% |
| Fidelity Merrimack Str Tr | $5.70M | 2.9% |
| Vanguard Intl Equity Index F | $5.64M | 2.8% |
| Vanguard Index Fds | $5.62M | 2.8% |
| iShares Tr | $5.54M | 2.8% |
| Vanguard Index Fds | $5.20M | 2.6% |
| Vanguard Scottsdale Fds | $5.10M | 2.6% |
| J P Morgan Exchange Traded F | $3.21M | 1.6% |
| NVIDIA Corp | $2.89M | 1.5% |
| J P Morgan Exchange Traded F | $2.64M | 1.3% |
| iShares Tr | $2.52M | 1.3% |
| SPDR Series Trust | $2.50M | 1.3% |
| Vanguard Index Fds | $2.07M | 1.0% |
| Vanguard Index Fds | $1.75M | 0.9% |
| iShares U S ETF Tr | $1.65M | 0.8% |
| Amazon.com Inc | $1.52M | 0.8% |
| Vanguard Index Fds | $1.48M | 0.7% |
| Microsoft Corp | $1.40M | 0.7% |
| Vanguard Index Fds | $1.39M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.