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Value $
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$245M
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Signature - Title
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Catherine Dunnam - Catherine Dunnam
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Location
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Folsom, CA
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Summary
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This page shows a list of all the recent 13F filings made by Planned Solutions, Inc.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Planned Solutions, Inc. reported 110 stock holdings with total value $245M as of Q4 2024. Top holdings included MOAT, FNDX, JPIE, ITOT, and QQQ.