Planning Solutions Group LLC

13F Filings History

Latest 13F report: Q2 2019 - Aug 15, 2019
Value $: $194M
Signature - Title: Ashleigh C. Swayze - Counsel
Location: Fulton, MD
Summary: This page shows a list of all the recent 13F filings made by Planning Solutions Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Planning Solutions Group LLC reported 140 stock holdings with total value $194M as of Q2 2019. Top holdings included IVV, IEFA, IEMG, SPEM, and VYM.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2019	140	$194M	+$7.16M	-$4.02M	+$3.14M	IVV, IEFA, IEMG, SPEM, VYM	13F-HR	8/14/2019, 06:49 PM
Q1 2019	135	$187M	+$11.3M	-$8.83M	+$2.46M	IVV, IEFA, IEMG, SPEM, VYM	13F-HR	5/10/2019, 12:45 PM
Q4 2018	122	$164M	$0	$0		IVV, IEFA, IEMG, SPEM, AOM	13F-HR	2/14/2019, 08:59 AM