Planning Directions Inc
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES INC | $1.35M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $1.31M | 0.7% |
| VANGUARD INDEX FDS | $1.26M | 0.6% |
| SELECT SECTOR SPDR TR | $1.22M | 0.6% |
| ISHARES TR | $1.03M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $1.00M | 0.5% |
| VANGUARD MUN BD FDS | $932.9K | 0.5% |
| VANGUARD WORLD FD | $883.7K | 0.4% |
| APPLIED MATERIALS INC /DE | $835.9K | 0.4% |
| Constellation Energy Corp | $802.9K | 0.4% |
| Coinbase Global, Inc. | $775.2K | 0.4% |
| VANGUARD INDEX FDS | $762.5K | 0.4% |
| SPDR SERIES TRUST | $759.1K | 0.4% |
| INVESCO EXCHANGE TRADED FD T | $670.5K | 0.3% |
| iShares MSCI UAE ETF | $651.2K | 0.3% |
| Walmart Inc. | $622.5K | 0.3% |
| Alphabet Inc. | $543.1K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $535.4K | 0.3% |
| SELECT SECTOR SPDR TR | $532.1K | 0.3% |
| ISHARES TR | $521.4K | 0.3% |
| COHERENT CORP | $516.8K | 0.3% |
| EXXON MOBIL CORP | $506.0K | 0.3% |
| VANGUARD STAR FDS | $464.1K | 0.2% |
| iShares MSCI UAE ETF | $454.1K | 0.2% |
| SPDR S&P 500 ETF TR | $451.4K | 0.2% |