Planned Solutions, Inc.
- SEC CIK
- 0001831332
- 最新申報
- 2026/7/13
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/3 申報。只含多頭部位。
- 持股檔數
- 77
- 2021 年第 3 季沒有申報
- 總值
- $1.46 億
- 2021 年第 3 季沒有申報
Planned Solutions, Inc. 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 285,991 | $2,177 萬 | 15.0% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 348,557 | $2,043 萬 | 14.0% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 93,622 | $1,702 萬 | 11.7% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 138,191 | $1,478 萬 | 10.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 149,945 | $918.9 萬 | 6.3% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 54,471 | $703.8 萬 | 4.8% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 72,374 | $540.2 萬 | 3.7% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 39,442 | $403.9 萬 | 2.8% | – | – | – |
| AAPLApple Inc. | Stock | 18,054 | $320.6 萬 | 2.2% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 52,983 | $269.4 萬 | 1.9% | – | – | – |
| iShares Inc464286343 | US PWR INFRA ETF | 143,253 | $255.6 萬 | 1.8% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 22,620 | $229.7 萬 | 1.6% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 8,920 | $220.1 萬 | 1.5% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,745 | $150.1 萬 | 1.0% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 12,015 | $147.3 萬 | 1.0% | – | – | – |
| LLYEli Lilly & Co | Stock | 4,640 | $128.2 萬 | 0.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,526 | $118.6 萬 | 0.8% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,244 | $115.8 萬 | 0.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,428 | $96.6 萬 | 0.7% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 29,468 | $91.9 萬 | 0.6% | – | – | – |
| iShares Tr464287713 | US TELECOM ETF | 26,471 | $87.1 萬 | 0.6% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,884 | $82.7 萬 | 0.6% | – | – | – |
| iShares Tr46429B333 | GNMA BOND ETF | 16,363 | $81.4 萬 | 0.6% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,963 | $79.4 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,541 | $76.0 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,592 | $73.4 萬 | 0.5% | – | – | – |
| INTCIntel Corp | Stock | 13,620 | $70.1 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,452 | $69.3 萬 | 0.5% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 17,788 | $69.1 萬 | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 3,662 | $62.6 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 211 | $61.1 萬 | 0.4% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,864 | $60.5 萬 | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,254 | $59.9 萬 | 0.4% | – | – | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 12,810 | $59.6 萬 | 0.4% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 4,362 | $58.3 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 3,549 | $58.1 萬 | 0.4% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,340 | $57.5 萬 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,667 | $56.1 萬 | 0.4% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 832 | $53.5 萬 | 0.4% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 5,884 | $50.2 萬 | 0.3% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 870 | $49.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,668 | $45.8 萬 | 0.3% | – | – | – |
| ADBEAdobe Inc. | Stock | 784 | $44.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,851 | $41.9 萬 | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 8,039 | $41.8 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,356 | $39.9 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 593 | $39.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,761 | $38.7 萬 | 0.3% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 5,384 | $34.1 萬 | 0.2% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,208 | $34.0 萬 | 0.2% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 870 | $33.3 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 6,850 | $32.5 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 7,237 | $32.2 萬 | 0.2% | – | – | 歷史 |
| VTRVentas, Inc. | REIT | 6,152 | $31.4 萬 | 0.2% | – | – | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 7,323 | $30.5 萬 | 0.2% | – | – | – |
| ROPRoper Technologies Inc | Stock | 618 | $30.4 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,888 | $29.9 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,533 | $29.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 2,709 | $29.7 萬 | 0.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 609 | $27.9 萬 | 0.2% | – | – | – |
| MSMorgan Stanley | Stock | 2,807 | $27.6 萬 | 0.2% | – | – | 歷史 |
| NUENucor Corp | COM | 2,373 | $27.1 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,192 | $26.1 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,393 | $26.0 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 537 | $25.5 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 4,195 | $24.8 萬 | 0.2% | – | – | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 2,593 | $23.5 萬 | 0.2% | – | – | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 3,056 | $23.3 萬 | 0.2% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 858 | $22.9 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,679 | $22.7 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,545 | $22.4 萬 | 0.2% | – | – | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 4,687 | $21.4 萬 | 0.1% | – | – | – |
| SRCSpirit Realty Capital, Inc. | COM NEW | 4,439 | $21.4 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 1,491 | $21.0 萬 | 0.1% | – | – | 歷史 |
| CFCF Industries Holdings, Inc. | COM | 2,869 | $20.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 793 | $20.2 萬 | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,554 | $20.1 萬 | 0.1% | – | – | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| ITWIllinois Tool Works Inc | Stock | $394.9 萬 | – |