Universe · entity
Planned Solutions, Inc.
Institutional manager (13F) · CIK 1831332
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $271M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $32M | 227,909 |
| 2 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $29M | 1,043,467 |
| 3 | VANECK MORNINGSTAR WIDE MOAT ETF | $28M | 291,485 |
| 4 | JPMORGAN INCOME ETF | $25M | 533,069 |
| 5 | ISHARES MSCI USA QUALITY GARP ETF | $15M | 240,831 |
| 6 | ISHARES S&P 500 GROWTH ETF | $15M | 131,489 |
| 7 | INVESCO QQQ TRUST SERIES I | $12M | 21,400 |
| 8 | ISHARES CORE MSCI EAFE ETF | $12M | 133,736 |
| 9 | AVANTIS U.S. SMALL CAP VALUE ETF | $9M | 77,776 |
| 10 | JP MORGAN US VALUE FACTOR ETF | $7M | 144,411 |
| 11 | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $7M | 109,884 |
| 12 | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $7M | 68,569 |
| 13 | ISHARES LARGE CAP DEEP QUARTERLY LADDERED ETF | $6M | 177,295 |
| 14 | VANGUARD INTERMEDIATE-TERM BOND ETF | $5M | 68,341 |
| 15 | APPLE INC COM | $5M | 19,761 |
| 16 | VANGUARD 0-3 MONTH TREASURY BILL ETF | $5M | 64,891 |
| 17 | ISHARES 0-3 MONTH TREASURY BOND ETF | $4M | 44,538 |
| 18 | RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF | $3M | 123,025 |
| 19 | NVIDIA CORPORATION COM | $3M | 19,522 |
| 20 | SCHWAB U.S. BROAD MARKET ETF | $3M | 128,164 |
| 21 | AB CALIFORNIA INTERMEDIATE MUNICIPAL ETF | $3M | 106,148 |
| 22 | ELASTIC N V ORD SHS | $2M | 44,870 |
| 23 | ILLINOIS TOOL WKS INC COM | $2M | 8,105 |
| 24 | MICROSOFT CORP COM | $2M | 5,353 |
| 25 | ELI LILLY & CO COM | $2M | 1,860 |
| 26 | SCHWAB INTERNATIONAL EQUITY ETF | $2M | 63,756 |
| 27 | ISHARES RUSSELL 2000 ETF | $2M | 6,243 |
| 28 | ISHARES SELECT DIVIDEND ETF | $1M | 9,726 |
| 29 | ALPHABET INC CAP STK CL C | $1M | 4,836 |
| 30 | INVESCO S&P 500 GARP ETF | $1M | 12,769 |
| 31 | SCHWAB U.S. SMALL-CAP ETF | $1M | 46,478 |
| 32 | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | $1M | 5,110 |
| 33 | ISHARES CORE S&P 500 ETF | $1M | 1,875 |
| 34 | META PLATFORMS INC CL A | $1M | 2,034 |
| 35 | GOLDMAN SACHS DYNAMIC CALIFORNIA MUNICIPAL INCOME ETF | $1M | 21,781 |
| 36 | ISHARES U.S. EQUITY FACTOR ETF | $1M | 16,454 |
| 37 | JOHNSON & JOHNSON COM | $1M | 4,099 |
| 38 | ISHARES US POWER INFRASTRUCTURE ETF | $1M | 38,173 |
| 39 | CATERPILLAR INC COM | $965k | 1,362 |
| 40 | INTERNATIONAL BUSINESS MACHS COM | $917k | 3,783 |
| 41 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $911k | 1,902 |
| 42 | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $845k | 19,848 |
| 43 | MERCK & CO INC COM | $809k | 6,726 |
| 44 | JPMORGAN CHASE & CO COM | $804k | 2,733 |
| 45 | ISHARES GNMA BOND ETF | $793k | 17,885 |
| 46 | MCDONALDS CORP COM | $751k | 2,416 |
| 47 | ISHARES CORE S&P MID-CAP ETF | $746k | 11,052 |
| 48 | ISHARES TIPS BOND ETF | $740k | 6,707 |
| 49 | NETFLIX INC. COM | $721k | 7,502 |
| 50 | CHEVRON CORPORATION COM | $711k | 3,438 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.