Notify me when PLANNING ALTERNATIVES LTD /ADV files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 98 | $793,922,697 | +$11,054,305 | -$10,819,938 | +$234,367 | IVV, IJH, VEA, SPMO, VIG | 13F-HR | 06 Feb 2026, 14:39 |
| Q3 2025 | 88 | $778,714,747 | +$13,079,796 | -$4,043,297 | +$9,036,499 | IVV, IJH, VEA, SPMO, VIG | 13F-HR | 12 Nov 2025, 14:50 |
| Q2 2025 | 80 | $718,647,660 | +$37,706,439 | -$32,432,662 | +$5,273,777 | IVV, IJH, VEA, SPMO, VIG | 13F-HR | 12 Aug 2025, 15:58 |
| Q1 2025 | 76 | $652,282,658 | +$60,225,756 | -$40,668,102 | +$19,557,654 | IVV, IJH, VEA, VIG, IJR | 13F-HR | 09 May 2025, 15:19 |
| Q4 2024 | 61 | $650,516,872 | +$23,527,405 | -$5,065,890 | +$18,461,515 | IVV, IJH, VEA, JPUS, VIG | 13F-HR | 06 Feb 2025, 10:38 |
| Q3 2024 | 58 | $657,003,657 | +$3,293,616 | -$5,132,099 | -$1,838,483 | IVV, IJH, VEA, JPUS, VIG | 13F-HR | 12 Nov 2024, 09:41 |
| Q2 2024 | 58 | $617,622,753 | +$6,193,721 | -$4,027,176 | +$2,166,545 | IVV, IJH, VEA, JPUS, VIG | 13F-HR | 25 Jul 2024, 11:01 |
| Q1 2024 | 49 | $608,511,651 | +$59,092,887 | -$9,505,435 | +$49,587,452 | IVV, IJH, VEA, JPUS, VIG | 13F-HR | 17 Apr 2024, 10:44 |
| Q4 2023 | 49 | $570,949,118 | +$4,018,112 | -$4,584,412 | -$566,300 | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 23 Jan 2024, 14:14 |
| Q3 2023 | 46 | $515,976,599 | +$2,705,021 | -$6,966,195 | -$4,261,174 | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 17 Oct 2023, 17:04 |
| Q2 2023 | 45 | $543,557,590 | +$1,999,070 | -$2,705,074 | -$706,004 | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 18 Jul 2023, 13:43 |
| Q1 2023 | 47 | $513,978,597 | +$6,864,543 | -$69,694,922 | -$62,830,379 | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 04 May 2023, 12:25 |
| Q4 2022 | 46 | $549,298,419 | +$77,470,404 | -$53,424,999 | +$24,045,405 | IVV, NEAR, IJH, VEA, JPUS | 13F-HR | 19 Jan 2023, 15:11 |
| Q3 2022 | 41 | $480,084,000 | +$9,707,149 | -$27,724,902 | -$18,017,753 | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 12 Oct 2022, 14:42 |
| Q2 2022 | 45 | $530,924,000 | +$27,307,677 | -$32,266,654 | -$4,958,977 | IVV, VEA, IJH, JPUS, VIG | 13F-HR | 20 Jul 2022, 10:45 |
| Q1 2022 | 46 | $626,142,000 | +$39,265,717 | -$20,151,131 | +$19,114,586 | IVV, VEA, IJH, JPUS, IJR | 13F-HR | 28 Apr 2022, 12:52 |
| Q4 2021 | 47 | $648,476,000 | +$3,417,855 | -$8,688,996 | -$5,271,141 | IVV, VEA, IJH, JPUS, IJR | 13F-HR | 25 Jan 2022, 13:53 |
| Q3 2021 | 45 | $606,679,000 | +$16,421,752 | -$13,062,399 | +$3,359,353 | IVV, VEA, IJH, JPUS, IJR | Restatement | 10 Nov 2021, 13:28 |
| Q2 2021 | 44 | $612,026,000 | +$29,693,944 | -$52,600,626 | -$22,906,682 | IVV, VEA, IJH, JPUS, VWO | 13F-HR | 15 Jul 2021, 16:09 |
| Q1 2021 | 46 | $600,480,000 | +$36,474,045 | -$31,949,575 | +$4,524,470 | IVV, VEA, IJH, JPUS, BND | 13F-HR | 14 Apr 2021, 16:59 |
| Q4 2020 | 43 | $563,956,000 | +$16,824,575 | -$54,785,701 | -$37,961,126 | IVV, VEA, VIG, IJH, BND | 13F-HR | 29 Jan 2021, 13:08 |
| Q3 2020 | 45 | $532,659,000 | +$83,720,263 | -$72,733,789 | +$10,986,474 | IVV, VEA, VIG, BND, IJH | 13F-HR | 14 Oct 2020, 16:52 |
| Q2 2020 | 44 | $493,571,000 | +$20,787,674 | -$29,919,987 | -$9,132,313 | IVV, VEA, VIG, SCHX, SCHF | 13F-HR | 24 Jul 2020, 09:47 |
| Q1 2020 | 42 | $430,589,000 | +$20,604,271 | -$61,173,005 | -$40,568,734 | IVV, VEA, VIG, BND, SCHX | 13F-HR | 04 May 2020, 12:32 |
| Q4 2019 | 51 | $573,494,000 | +$22,852,953 | -$26,747,914 | -$3,894,961 | IVV, VEA, FTSM, VIG, BND | 13F-HR | 27 Jan 2020, 16:39 |
| Q3 2019 | 50 | $546,603,000 | +$3,209,180 | -$6,998,797 | -$3,789,617 | IVV, FTSM, VEA, VIG, BND | 13F-HR | 16 Oct 2019, 15:51 |
| Q2 2019 | 51 | $547,414,000 | +$2,933,278 | -$16,080,098 | -$13,146,820 | IVV, FTSM, VEA, VIG, BND | 13F-HR | 24 Jul 2019, 13:40 |
| Q1 2019 | 45 | $546,703,000 | +$75,817,626 | -$61,432,171 | +$14,385,455 | IVV, FTSM, VEA, VIG, BND | 13F-HR | 06 May 2019, 10:09 |
| Q4 2018 | 48 | $478,791,000 | +$2,434,904 | -$35,485,221 | -$33,050,317 | IVV, VEA, VIG, BND, SCHX | 13F-HR | 07 Feb 2019, 10:06 |
| Q3 2018 | 50 | $585,233,000 | +$6,387,555 | -$8,891,072 | -$2,503,517 | IVV, VEA, VIG, SCHB, SCHX | 13F-HR | 29 Oct 2018, 12:02 |
| Q2 2018 | 50 | $562,448,000 | +$26,626,039 | -$19,064,038 | +$7,562,001 | IVV, VEA, VIG, SCHB, BND | 13F-HR | 26 Jul 2018, 11:49 |
| Q1 2018 | 37 | $550,145,000 | +$40,063,273 | -$43,799,108 | -$3,735,835 | IVV, VEA, VIG, SCHB, BND | 13F-HR | 01 May 2018, 14:48 |
| Q4 2017 | 54 | $560,098,000 | +$7,553,953 | -$10,544,405 | -$2,990,452 | IVV, VEA, VIG, SCHB, BND | 13F-HR | 02 Feb 2018, 12:04 |
| Q3 2017 | 53 | $537,771,000 | +$1,970,251 | -$7,337,852 | -$5,367,601 | IVV, VEA, SCHB, VIG, BND | 13F-HR | 19 Oct 2017, 13:46 |
| Q2 2017 | 52 | $523,644,000 | +$4,523,961 | -$10,482,626 | -$5,958,665 | IVV, VEA, SCHB, VIG, BND | 13F-HR | 31 Jul 2017, 10:02 |
| Q1 2017 | 55 | $515,797,000 | +$20,715,475 | -$4,362,757 | +$16,352,718 | IVV, VEA, SCHB, VIG, BND | 13F-HR | 03 May 2017, 15:07 |
| Q4 2016 | 52 | $484,444,000 | +$19,584,015 | -$9,309,068 | +$10,274,947 | IVV, VEA, SCHB, VIG, BND | 13F-HR | 01 Feb 2017, 09:34 |
| Q3 2016 | 50 | $466,885,000 | +$1,221,309 | -$10,117,174 | -$8,895,865 | IVV, VEA, SCHB, VIG, BND | 13F-HR | 25 Oct 2016, 14:18 |
| Q2 2016 | 52 | $459,464,000 | +$7,448,600 | -$7,865,125 | -$416,525 | IVV, VEA, SCHB, VIG, BND | 13F-HR | 02 Aug 2016, 11:18 |
| Q1 2016 | 51 | $452,541,000 | +$85,877,155 | -$67,947,604 | +$17,929,551 | IVV, VEA, SCHB, VIG, BND | 13F-HR | 04 May 2016, 14:04 |
| Q4 2015 | 55 | $430,055,000 | +$22,262,859 | -$15,263,394 | +$6,999,465 | SCHB, IVV, VIG, VXUS, VEA | 13F-HR | 26 Jan 2016, 10:51 |
| Q3 2015 | 46 | $407,239,000 | +$17,634,917 | -$46,946,043 | -$29,311,126 | SCHB, IVV, VXUS, VIG, VEA | 13F-HR | 23 Oct 2015, 10:31 |
| Q2 2015 | 45 | $474,306,000 | +$44,183,452 | -$8,051,147 | +$36,132,305 | SCHB, IVV, VXUS, VIG, IJH | 13F-HR | 30 Jul 2015, 11:22 |
| Q1 2015 | 44 | $440,808,000 | +$9,973,254 | -$41,769,360 | -$31,796,106 | SCHB, IVV, VXUS, VIG, IJH | 13F-HR | 30 Apr 2015, 15:01 |
| Q4 2014 | 47 | $465,858,000 | +$57,445,366 | -$7,780,805 | +$49,664,561 | SCHB, VXUS, IVV, VIG, IJH | 13F-HR | 30 Jan 2015, 14:53 |
| Q3 2014 | 47 | $406,684,000 | +$12,034,293 | -$2,982,735 | +$9,051,558 | SCHB, VXUS, IVV, VIG, VUG | 13F-HR | 13 Nov 2014, 11:40 |
| Q2 2014 | 47 | $404,533,000 | +$62,697,913 | -$14,210,968 | +$48,486,945 | SCHB, VXUS, IVV, VIG, VUG | 13F-HR | 11 Aug 2014, 10:35 |
| Q1 2014 | 44 | $341,505,000 | +$23,490,927 | -$15,471,979 | +$8,018,948 | SCHB, VXUS, VIG, VUG, SCHM | 13F-HR | 30 Apr 2014, 13:32 |
| Q4 2013 | 39 | $328,048,000 | $0 | $0 | $0 | SCHB, VXUS, VIG, VUG, IWV | 13F-HR | 16 Jan 2014, 16:08 |