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Planning Directions Inc

All holdings · as of Dec 31, 2025

101 positions

CompanyClassValueShares% of portfolio
MCDONALD'S CORP$430.0K1,4070.2%
FIRST TR EXCHANGE-TRADED FD$416.1K9,0300.2%
ISHARES TR$410.2K3,9780.2%
VANGUARD INDEX FDS$402.3K1,3320.2%
Palo Alto Networks Inc$399.7K2,1700.2%
SCHWAB STRATEGIC TR$378.6K13,2930.2%
ISHARES TR$376.1K1,7520.2%
VANGUARD WORLD FD$367.6K8910.2%
VANGUARD BD INDEX FDS$362.8K7,2790.2%
ISHARES TR$358.8K2,5440.2%
VICTORY PORTFOLIOS II$352.6K6,9350.2%
WSFS FINANCIAL CORP$342.2K6,1950.2%
GLOBAL X FDS$335.8K7,0270.2%
DEERE & CO$332.5K7140.2%
HOME DEPOT, INC.$326.7K9490.2%
The Boeing Company$316.0K1,4550.2%
INTERNATIONAL BUSINESS MACHINES CORP$311.1K1,0500.2%
Dell Technologies Inc.$306.9K2,4380.2%
VANGUARD WHITEHALL FDS$296.0K2,0620.1%
VANGUARD BD INDEX FDS$292.2K3,7520.1%
FIDELITY COVINGTON TRUST$289.3K5,1030.1%
COSTCO WHOLESALE CORP /NEW$288.2K3340.1%
LOWES COMPANIES INC$287.3K1,1910.1%
FIDELITY MERRIMACK STR TR$285.7K6,5780.1%
iShares MSCI UAE ETF$282.3K1,8990.1%
VANGUARD INTL EQUITY INDEX F$273.2K5,0820.1%
CATERPILLAR INC$269.7K4710.1%
ISHARES TR$266.6K3890.1%
Warren E. Buffett$263.4K5240.1%
Palantir Technologies Inc$262.2K1,4750.1%
HCA Healthcare, Inc.$260.3K5580.1%
NORFOLK SOUTHERN CORP$259.7K8990.1%
ISHARES TR$246.5K3,5510.1%
NEXTERA ENERGY INC$245.6K3,0590.1%
ISHARES TR$244.9K2,8390.1%
VANGUARD WHITEHALL FDS$242.6K2,6530.1%
Meta Platforms Inc$239.0K3620.1%
VANGUARD WORLD FD$237.2K3150.1%
CorMedix Inc.$232.6K20,0000.1%
PROCTER & GAMBLE Co$230.4K1,6080.1%
ROUNDHILL ETF TRUST$229.0K4,2480.1%
PEPSICO INC$227.8K1,5870.1%
JPMORGAN CHASE & CO$227.1K7050.1%
INVESCO EXCHANGE TRADED FD T$216.4K2,8940.1%
T ROWE PRICE ETF INC$215.8K4,3300.1%
J P MORGAN EXCHANGE TRADED F$214.7K4,1030.1%
ACNB CORP$214.3K4,4330.1%
Blackstone Inc$213.0K1,3820.1%
Alphabet Inc.$208.6K6650.1%
AGNC Investment Corp.$133.7K12,4690.1%
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