Notify me when PLANNING DIRECTIONS INC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 101 | $198,444,398 | +$10,200,228 | -$4,663,283 | +$5,536,945 | SCHD, BSV, VIG, UITB, AAPL | 13F-HR | 20 Jan 2026, 21:58 |
| Q3 2025 | 93 | $191,581,530 | +$7,311,377 | -$2,039,621 | +$5,271,756 | SCHD, BSV, VIG, UITB, AAPL | 13F-HR | 12 Nov 2025, 19:26 |
| Q2 2025 | 85 | $177,664,677 | +$4,782,604 | -$67,728,054 | -$62,945,450 | SCHD, BSV, VIG, UITB, AAPL | 13F-HR | 01 Aug 2025, 16:30 |
| Q1 2025 | 117 | $233,889,571 | +$72,219,713 | -$7,905,569 | +$64,314,144 | SCHD, BSV, VIG, UITB, AAPL | 13F-HR | 29 Apr 2025, 18:51 |
| Q4 2024 | 77 | $172,330,041 | +$31,346,285 | -$4,958,042 | +$26,388,243 | SCHD, BSV, VIG, AAPL, UITB | 13F-HR | 06 Feb 2025, 09:23 |
| Q3 2024 | 81 | $167,920,168 | +$18,213,134 | -$6,665,952 | +$11,547,182 | SCHD, BSV, VIG, AAPL, UITB | 13F-HR | 07 Nov 2024, 11:36 |
| Q2 2024 | 71 | $146,781,768 | +$7,646,442 | -$5,085,174 | +$2,561,268 | SCHD, BSV, VIG, AAPL, MGV | 13F-HR | 09 Aug 2024, 12:51 |
| Q1 2024 | 76 | $143,941,018 | +$9,747,130 | -$10,021,833 | -$274,703 | SCHD, BSV, VIG, AAPL, MGV | 13F-HR | 08 May 2024, 18:15 |
| Q4 2023 | 69 | $140,190,157 | +$7,306,791 | -$7,873,283 | -$566,492 | SCHD, BSV, VIG, VCSH, AAPL | 13F-HR | 31 Jan 2024, 15:42 |
| Q3 2023 | 65 | $130,647,000 | +$5,240,013 | -$4,912,971 | +$327,042 | SCHD, BSV, VIG, VCSH, AAPL | 13F-HR | 27 Oct 2023, 09:47 |
| Q2 2023 | 66 | $137,443,000 | +$8,386,118 | -$9,865,221 | -$1,479,103 | BSV, SCHD, VIG, AAPL, VCSH | 13F-HR | 19 Jul 2023, 13:26 |
| Q1 2023 | 70 | $134,501,000 | +$4,854,234 | -$3,833,816 | +$1,020,418 | BSV, VIG, SCHD, AAPL, SDY | 13F-HR | 11 May 2023, 11:25 |
| Q4 2022 | 73 | $131,004,000 | +$9,470,447 | -$10,796,898 | -$1,326,451 | BSV, VIG, SCHD, SDY, MGV | 13F-HR | 08 Feb 2023, 12:09 |
| Q3 2022 | 66 | $123,786,000 | +$6,249,534 | -$6,655,159 | -$405,625 | BSV, VIG, SCHD, VCSH, AAPL | 13F-HR | 08 Nov 2022, 09:27 |
| Q2 2022 | 70 | $130,464,000 | +$10,420,750 | -$8,917,118 | +$1,503,632 | BSV, VIG, SCHD, VCSH, AAPL | 13F-HR | 03 Aug 2022, 14:26 |
| Q1 2022 | 75 | $142,392,000 | +$5,816,303 | -$7,144,755 | -$1,328,452 | BSV, VIG, SCHD, AAPL, VCSH | 13F-HR | 19 May 2022, 14:23 |
| Q4 2021 | 78 | $150,203,000 | +$5,576,206 | -$1,353,047 | +$4,223,159 | BSV, VIG, SCHD, AAPL, VCSH | 13F-HR | 27 Jan 2022, 12:49 |
| Q3 2021 | 72 | $137,405,000 | +$3,766,941 | -$2,205,983 | +$1,560,958 | BSV, VIG, SCHD, VCSH, AAPL | 13F-HR | 09 Nov 2021, 09:12 |
| Q2 2021 | 69 | $136,874,000 | +$8,233,644 | -$2,666,073 | +$5,567,571 | BSV, VIG, SCHD, VCSH, AAPL | 13F-HR | 28 Jul 2021, 14:19 |
| Q1 2021 | 63 | $127,093,000 | +$2,286,688 | -$2,186,386 | +$100,302 | BSV, VIG, SCHD, VCSH, VGIT | 13F-HR | 28 Apr 2021, 14:05 |
| Q4 2020 | 60 | $123,400,000 | +$4,820,413 | -$2,394,276 | +$2,426,137 | BSV, VIG, SCHD, VCSH, VGIT | 13F-HR | 26 Jan 2021, 14:19 |
| Q3 2020 | 57 | $113,519,000 | +$8,815,673 | -$3,514,047 | +$5,301,626 | BSV, VCSH, VGIT, VIG, SCHD | 13F-HR | 02 Nov 2020, 09:54 |
| Q2 2020 | 56 | $107,152,000 | +$96,571,938 | -$63,484,474 | +$33,087,464 | BSV, VCSH, VGIT, VIG, EFAV | 13F-HR | 21 Jul 2020, 13:38 |
| Q1 2020 | 63 | $71,268,000 | +$62,597,560 | -$95,095,517 | -$32,497,957 | QUAL, SHY, AGG, IQLT, FDLO | 13F-HR | 05 May 2020, 12:52 |
| Q4 2019 | 55 | $108,134,000 | +$2,860,339 | -$2,276,276 | +$584,063 | BSV, EFAV, VCSH, MGV, VIG | 13F-HR | 14 Jan 2020, 09:58 |
| Q3 2019 | 52 | $104,238,000 | +$10,081,756 | -$6,109,952 | +$3,971,804 | BSV, VCSH, EFAV, MGV, VIG | 13F-HR | 25 Oct 2019, 10:33 |
| Q2 2019 | 57 | $98,530,000 | +$13,399,578 | -$1,109,959 | +$12,289,619 | BSV, VCSH, EFAV, MGV, VIG | 13F-HR | 15 Jul 2019, 12:51 |
| Q1 2019 | 53 | $84,135,000 | +$4,135,408 | -$7,636,575 | -$3,501,167 | BSV, VCSH, EFAV, MGV, VIG | 13F-HR | 03 Apr 2019, 12:16 |
| Q4 2018 | 48 | $80,900,000 | +$1,184,371 | -$19,660,432 | -$18,476,061 | BSV, VCSH, EFAV, MGV, VIG | 13F-HR | 16 Jan 2019, 09:36 |
| Q3 2018 | 58 | $107,593,000 | +$3,223,152 | -$3,220,201 | +$2,951 | BSV, VCSH, EFAV, AAPL, MGV | 13F-HR | 05 Oct 2018, 09:48 |
| Q2 2018 | 53 | $103,512,000 | +$6,346,194 | -$5,585,473 | +$760,721 | BSV, VCSH, EFAV, MGV, AAPL | 13F-HR | 05 Sep 2018, 08:25 |
| Q1 2018 | 52 | $102,054,000 | $0 | $0 | $0 | BSV, VCSH, EFAV, MGV, VIG | 13F-HR | 09 May 2018, 18:38 |