Planned Solutions, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$246M
Signature - Title
Catherine Dunnam - CCO
Location
Folsom, CA
Summary
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 658 stock holdings with total value $246M as of Q3 2024. Top holdings included MOAT, FNDX, ITOT, JPIE, and BIV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 658 $246M +$33.4M -$1.15M +$32.2M MOAT, FNDX, ITOT, JPIE, BIV 13F-HR 10/8/2024, 07:44 PM
Q2 2024 102 $204M +$4.34M -$3.88M +$463K MOAT, FNDX, ITOT, JPIE, BIV 13F-HR 7/24/2024, 02:56 PM
Q1 2024 101 $204M +$3.49M -$23.9M -$20.4M MOAT, FNDX, ITOT, JPIE, BIV 13F-HR 4/26/2024, 01:43 PM
Q4 2023 582 $214M +$34.4M -$2.73M +$31.7M MOAT, FNDX, ITOT, JPIE, BIV 13F-HR 1/17/2024, 07:34 PM
Q3 2023 79 $166M +$4.36M -$1.92M +$2.44M MOAT, FNDX, ITOT, JPIE, BIV 13F-HR 2/6/2024, 07:04 PM
Q2 2023 79 $169M +$4.62M -$1.04M +$3.57M MOAT, FNDX, ITOT, JPIE, BIV 13F-HR 7/11/2023, 02:06 PM
Q1 2023 77 $158M +$28M -$14.3M +$13.6M MOAT, FNDX, ITOT, JPIE, BIV 13F-HR 4/12/2023, 02:38 PM
Q4 2022 74 $137M +$17.1M -$7.12M +$9.98M MOAT, FNDX, ITOT, JPIE, SPGP 13F-HR 1/25/2023, 04:39 PM
Q3 2022 63 $117M +$21.6M -$2.61M +$19M MOAT, FNDX, ITOT, TIP, IVW 13F-HR 10/19/2022, 06:02 PM
Q2 2022 62 $104M +$2.58M -$19.2M -$16.6M MOAT, FNDX, ITOT, TIP, IEFA 13F-HR 7/13/2022, 05:39 PM
Q1 2022 70 $140M +$31.2M -$30.2M +$1.01M MOAT, FNDX, QQQ, ITOT, RPV 13F-HR 4/7/2022, 06:02 PM
Q4 2021 77 $146M +$8.37M -$9.6M -$1.24M MOAT, FNDX, MTUM, ITOT, VEU 13F-HR 2/3/2022, 05:00 PM
Q2 2021 67 $141M +$5.86M -$265K +$5.59M MOAT, FNDX, MTUM, ITOT, SCHO 13F-HR 7/21/2021, 02:50 PM
Q1 2021 60 $128M +$19.9M -$24.3M -$4.35M MOAT, FNDX, MTUM, ITOT, SCHO 13F-HR 4/29/2021, 02:21 PM
Q4 2020 456 $125M +$17.1M -$6.82M +$10.3M MOAT, FNDX, MTUM, ITOT, SCHO 13F-HR 1/28/2021, 06:01 PM
Q3 2020 330 $102M $0 $0 MOAT, MTUM, FNDX, ITOT, ITW 13F-HR 11/5/2020, 06:58 PM