PLANNING ALTERNATIVES LTD /ADV

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$657M
Signature - Title
Andy Warning - Compliance Consultant
Location
Birmingham, MI
Summary
This page shows a list of all the recent 13F filings made by PLANNING ALTERNATIVES LTD /ADV. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PLANNING ALTERNATIVES LTD /ADV reported 58 stock holdings with total value $657M as of Q3 2024. Top holdings included IVV, IJH, VEA, JPUS, and VIG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 58 $657M +$3.29M -$5.13M -$1.84M IVV, IJH, VEA, JPUS, VIG 13F-HR 11/12/2024, 09:41 AM
Q2 2024 58 $618M +$6.19M -$4.03M +$2.17M IVV, IJH, VEA, JPUS, VIG 13F-HR 7/25/2024, 11:01 AM
Q1 2024 49 $609M +$59.1M -$9.51M +$49.6M IVV, IJH, VEA, JPUS, VIG 13F-HR 4/17/2024, 10:44 AM
Q4 2023 49 $571M +$4.02M -$4.58M -$566K IVV, VEA, IJH, JPUS, VIG 13F-HR 1/23/2024, 02:14 PM
Q3 2023 46 $516M +$2.71M -$6.97M -$4.26M IVV, VEA, IJH, JPUS, VIG 13F-HR 10/17/2023, 05:04 PM
Q2 2023 45 $544M +$2M -$2.71M -$706K IVV, VEA, IJH, JPUS, VIG 13F-HR 7/18/2023, 01:43 PM
Q1 2023 47 $514M +$6.86M -$69.7M -$62.8M IVV, VEA, IJH, JPUS, VIG 13F-HR 5/4/2023, 12:25 PM
Q4 2022 46 $549M +$77.5M -$53.4M +$24M IVV, NEAR, IJH, VEA, JPUS 13F-HR 1/19/2023, 03:11 PM
Q3 2022 41 $480M +$9.71M -$27.7M -$18M IVV, VEA, IJH, JPUS, VIG 13F-HR 10/12/2022, 02:42 PM
Q2 2022 45 $531M +$27.3M -$32.3M -$4.96M IVV, VEA, IJH, JPUS, VIG 13F-HR 7/20/2022, 10:45 AM
Q1 2022 46 $626M +$39.3M -$20.2M +$19.1M IVV, VEA, IJH, JPUS, IJR 13F-HR 4/28/2022, 12:52 PM
Q4 2021 47 $648M +$3.42M -$8.69M -$5.27M IVV, VEA, IJH, JPUS, IJR 13F-HR 1/25/2022, 01:53 PM
Q3 2021 45 $607M +$16.4M -$13.1M +$3.36M IVV, VEA, IJH, JPUS, IJR Restatement 11/10/2021, 01:28 PM
Q2 2021 44 $612M +$29.7M -$52.6M -$22.9M IVV, VEA, IJH, JPUS, VWO 13F-HR 7/15/2021, 04:09 PM
Q1 2021 46 $600M +$36.5M -$31.9M +$4.52M IVV, VEA, IJH, JPUS, BND 13F-HR 4/14/2021, 04:59 PM
Q4 2020 43 $564M +$16.8M -$54.8M -$38M IVV, VEA, VIG, IJH, BND 13F-HR 1/29/2021, 01:08 PM
Q3 2020 45 $533M +$83.7M -$72.7M +$11M IVV, VEA, VIG, BND, IJH 13F-HR 10/14/2020, 04:52 PM
Q2 2020 44 $494M +$20.8M -$29.9M -$9.13M IVV, VEA, VIG, SCHX, SCHF 13F-HR 7/24/2020, 09:47 AM
Q1 2020 42 $431M +$20.6M -$61.2M -$40.6M IVV, VEA, VIG, BND, SCHX 13F-HR 5/4/2020, 12:32 PM
Q4 2019 51 $573M +$22.9M -$26.7M -$3.89M IVV, VEA, FTSM, VIG, BND 13F-HR 1/27/2020, 04:39 PM
Q3 2019 50 $547M +$3.21M -$7M -$3.79M IVV, FTSM, VEA, VIG, BND 13F-HR 10/16/2019, 03:51 PM
Q2 2019 51 $547M +$2.93M -$16.1M -$13.1M IVV, FTSM, VEA, VIG, BND 13F-HR 7/24/2019, 01:40 PM
Q1 2019 45 $547M +$75.8M -$61.4M +$14.4M IVV, FTSM, VEA, VIG, BND 13F-HR 5/6/2019, 10:09 AM
Q4 2018 48 $479M +$2.43M -$35.5M -$33.1M IVV, VEA, VIG, BND, SCHX 13F-HR 2/7/2019, 10:06 AM
Q3 2018 50 $585M +$6.39M -$8.89M -$2.5M IVV, VEA, VIG, SCHB, SCHX 13F-HR 10/29/2018, 12:02 PM
Q2 2018 50 $562M +$26.6M -$19.1M +$7.56M IVV, VEA, VIG, SCHB, BND 13F-HR 7/26/2018, 11:49 AM
Q1 2018 37 $550M +$40.1M -$43.8M -$3.74M IVV, VEA, VIG, SCHB, BND 13F-HR 5/1/2018, 02:48 PM
Q4 2017 54 $560M +$7.55M -$10.5M -$2.99M IVV, VEA, VIG, SCHB, BND 13F-HR 2/2/2018, 12:04 PM
Q3 2017 53 $538M +$1.97M -$7.34M -$5.37M IVV, VEA, SCHB, VIG, BND 13F-HR 10/19/2017, 01:46 PM
Q2 2017 52 $524M +$4.52M -$10.5M -$5.96M IVV, VEA, SCHB, VIG, BND 13F-HR 7/31/2017, 10:02 AM
Q1 2017 55 $516M +$20.7M -$4.36M +$16.4M IVV, VEA, SCHB, VIG, BND 13F-HR 5/3/2017, 03:07 PM
Q4 2016 52 $484M +$19.6M -$9.31M +$10.3M IVV, VEA, SCHB, VIG, BND 13F-HR 2/1/2017, 09:34 AM
Q3 2016 50 $467M +$1.22M -$10.1M -$8.9M IVV, VEA, SCHB, VIG, BND 13F-HR 10/25/2016, 02:18 PM
Q2 2016 52 $459M +$7.45M -$7.87M -$417K IVV, VEA, SCHB, VIG, BND 13F-HR 8/2/2016, 11:18 AM
Q1 2016 51 $453M +$85.9M -$67.9M +$17.9M IVV, VEA, SCHB, VIG, BND 13F-HR 5/4/2016, 02:04 PM
Q4 2015 55 $430M +$22.3M -$15.3M +$7M SCHB, IVV, VIG, VXUS, VEA 13F-HR 1/26/2016, 10:51 AM
Q3 2015 46 $407M +$17.6M -$46.9M -$29.3M SCHB, IVV, VXUS, VIG, VEA 13F-HR 10/23/2015, 10:31 AM
Q2 2015 45 $474M +$44.2M -$8.05M +$36.1M SCHB, IVV, VXUS, VIG, IJH 13F-HR 7/30/2015, 11:22 AM
Q1 2015 44 $441M +$9.97M -$41.8M -$31.8M SCHB, IVV, VXUS, VIG, IJH 13F-HR 4/30/2015, 03:01 PM
Q4 2014 47 $466M +$57.4M -$7.78M +$49.7M SCHB, VXUS, IVV, VIG, IJH 13F-HR 1/30/2015, 02:53 PM
Q3 2014 47 $407M +$12M -$2.98M +$9.05M SCHB, VXUS, IVV, VIG, VUG 13F-HR 11/13/2014, 11:40 AM
Q2 2014 47 $405M +$62.7M -$14.2M +$48.5M SCHB, VXUS, IVV, VIG, VUG 13F-HR 8/11/2014, 10:35 AM
Q1 2014 44 $342M +$23.5M -$15.5M +$8.02M SCHB, VXUS, VIG, VUG, SCHM 13F-HR 4/30/2014, 01:32 PM
Q4 2013 39 $328M $0 $0 SCHB, VXUS, VIG, VUG, IWV 13F-HR 1/16/2014, 04:08 PM