Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PLANNING DIRECTIONS INC (CIK 821103) reported $197.6M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVE ($22.4M, 11.32%), SCHD ($14.9M, 7.53%), VIG ($14.8M, 7.51%), UITB ($14.0M, 7.11%), AAPL ($10.9M, 5.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | $22.4M | 11.32% | 105,962 | New |
| 2 | SCHD | SCHWAB STRATEGIC TR | $14.9M | 7.53% | 485,048 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $14.8M | 7.51% | 69,009 | Added |
| 4 | UITB | VICTORY PORTFOLIOS II | $14.0M | 7.11% | 298,691 | Added |
| 5 | AAPL | APPLE INC | $10.9M | 5.50% | 42,845 | Added |
| 6 | JPIE | J P MORGAN EXCHANGE TRADED F | $10.6M | 5.36% | 229,934 | New |
| 7 | MGV | VANGUARD WORLD FD | $6.4M | 3.26% | 44,376 | Added |
| 8 | BSV | VANGUARD BD INDEX FDS | $6.4M | 3.24% | 81,713 | Trimmed |
| 9 | FLDR | FIDELITY MERRIMACK STR TR | $6.0M | 3.04% | 119,909 | Added |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $5.3M | 2.70% | 38,584 | Trimmed |
| 11 | VOT | VANGUARD INDEX FDS | $5.3M | 2.69% | 20,690 | Added |
| 12 | IJR | ISHARES TR | $4.7M | 2.37% | 37,635 | Trimmed |
| 13 | ISTB | ISHARES TR | $4.6M | 2.35% | 95,634 | New |
| 14 | VUG | VANGUARD INDEX FDS | $4.5M | 2.26% | 10,240 | Trimmed |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $4.2M | 2.12% | 52,859 | Trimmed |
| 16 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.5M | 1.78% | 61,915 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $2.8M | 1.40% | 15,844 | Added |
| 18 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.7M | 1.38% | 49,190 | Added |
| 19 | SDY | SPDR SERIES TRUST | $2.6M | 1.32% | 17,873 | Trimmed |
| 20 | IUSG | ISHARES TR | $2.3M | 1.17% | 14,862 | Trimmed |
| 21 | NEAR | ISHARES U S ETF TR | $2.1M | 1.07% | 41,769 | Added |
| 22 | VTV | VANGUARD INDEX FDS | $2.0M | 1.00% | 10,110 | Added |
| 23 | VO | VANGUARD INDEX FDS | $1.8M | 0.92% | 6,350 | Trimmed |
| 24 | JIRE | J P MORGAN EXCHANGE TRADED F | $1.5M | 0.75% | 19,687 | Added |
| 25 | SHYG | ISHARES TR | $1.5M | 0.74% | 34,459 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31