PLANNING ALTERNATIVES LTD /ADV

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    birmingham, MI
  • CIK
    0000712011
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

76

$652.28 M
IVV, IJH, VEA, VIG
13F-HR
May 9, 2025
000176538025000209

61

$650.52 M
IVV, IJH, VEA, JPUS
13F-HR
Feb 6, 2025
000176538025000055

58

$657.00 M
IVV, IJH, VEA, JPUS
13F-HR
Nov 12, 2024
000176538024000418

58

$617.62 M
IVV, IJH, VEA, JPUS
13F-HR
Jul 25, 2024
000090572924000113

49

$608.51 M
IVV, IJH, VEA, JPUS
13F-HR
Apr 17, 2024
000090572924000073

49

$570.95 M
IVV, VEA, IJH, JPUS
13F-HR
Jan 23, 2024
000090572924000020

46

$515.98 M
IVV, VEA, IJH, JPUS
13F-HR
Oct 17, 2023
000090572923000145

45

$543.56 M
IVV, VEA, IJH, JPUS
13F-HR
Jul 18, 2023
000090572923000116

47

$513.98 M
IVV, VEA, IJH, JPUS
13F-HR
May 4, 2023
000090572923000081

46

$549.30 M
IVV, NEAR, IJH, VEA
13F-HR
Jan 19, 2023
000090572923000023

41

$480.08 M
IVV, VEA, IJH, JPUS
13F-HR
Oct 12, 2022
000090572922000209

45

$530.92 M
IVV, VEA, IJH, JPUS
13F-HR
Jul 20, 2022
000090572922000164

46

$626.14 M
IVV, VEA, IJH, JPUS
13F-HR
Apr 28, 2022
000090572922000110

47

$648.48 M
IVV, VEA, IJH, JPUS
13F-HR
Jan 25, 2022
000090572922000019

45

$606.68 M
IVV, VEA, IJH, JPUS
RESTATEMENT
Nov 10, 2021
000090572921000203

44

$612.03 M
IVV, VEA, IJH, JPUS
13F-HR
Jul 15, 2021
000090572921000160

46

$600.48 M
IVV, VEA, IJH, JPUS
13F-HR
Apr 14, 2021
000090572921000097

43

$563.96 M
IVV, VEA, VIG, IJH
13F-HR
Jan 29, 2021
000090572921000021

45

$532.66 M
IVV, VEA, VIG, BND
13F-HR
Oct 14, 2020
000090572920000218

44

$493.57 M
IVV, VEA, VIG, SCHX
13F-HR
Jul 24, 2020
000090572920000180

42

$430.59 M
IVV, VEA, VIG, BND
13F-HR
May 4, 2020
000090572920000096

51

$573.49 M
IVV, VEA, FTSM, VIG
13F-HR
Jan 27, 2020
000090572920000028

50

$546.60 M
IVV, FTSM, VEA, VIG
13F-HR
Oct 16, 2019
000090572919000200

51

$547.41 M
IVV, FTSM, VEA, VIG
13F-HR
Jul 24, 2019
000090572919000148

45

$546.70 M
IVV, FTSM, VEA, VIG
13F-HR
May 6, 2019
000090572919000113

48

$478.79 M
IVV, VEA, VIG, BND
13F-HR
Feb 7, 2019
000090572919000022

50

$585.23 M
IVV, VEA, VIG, SCHB
13F-HR
Oct 29, 2018
000090572918000167

50

$562.45 M
IVV, VEA, VIG, SCHB
13F-HR
Jul 26, 2018
000090572918000131

37

$550.14 M
IVV, VEA, VIG, SCHB
13F-HR
May 1, 2018
000090572918000097

54

$560.10 M
IVV, VEA, VIG, SCHB
13F-HR
Feb 2, 2018
000090572918000024

53

$537.77 M
IVV, VEA, SCHB, VIG
13F-HR
Oct 19, 2017
000090572917000280

52

$523.64 M
IVV, VEA, SCHB, VIG
13F-HR
Jul 31, 2017
000090572917000238

55

$515.80 M
IVV, VEA, SCHB, VIG
13F-HR
May 3, 2017
000090572917000181

52

$484.44 M
IVV, VEA, SCHB, VIG
13F-HR
Feb 1, 2017
000090572917000047

50

$466.88 M
IVV, VEA, SCHB, VIG
13F-HR
Oct 25, 2016
000090572916000728

52

$459.46 M
IVV, VEA, SCHB, VIG
13F-HR
Aug 2, 2016
000090572916000630

51

$452.54 M
IVV, VEA, SCHB, VIG
13F-HR
May 4, 2016
000090572916000538

55

$430.06 M
SCHB, IVV, VIG, VANGUARD STAR FDS
13F-HR
Jan 26, 2016
000090572916000382

46

$407.24 M
SCHB, IVV, VANGUARD STAR FDS, VIG
13F-HR
Oct 23, 2015
000090572915000302

45

$474.31 M
SCHB, IVV, VANGUARD STAR FDS, VIG
13F-HR
Jul 30, 2015
000090572915000245

44

$440.81 M
SCHB, IVV, VANGUARD STAR FDS, VIG
13F-HR
Apr 30, 2015
000090572915000162

47

$465.86 M
SCHB, VANGUARD STAR FDS, IVV, VIG
13F-HR
Jan 30, 2015
000090572915000021

47

$406.68 M
SCHB, VANGUARD STAR FDS, IVV, VIG
13F-HR
Nov 13, 2014
000090572914000307

47

$404.53 M
SCHB, VANGUARD STAR FDS, IVV, VIG
13F-HR
Aug 11, 2014
000090572914000263

48

$341.50 M
SCHB, VANGUARD STAR FDS, VIG, VUG
13F-HR
Apr 30, 2014
000090572914000158

39

$328.05 M
SCHB, VANGUARD STAR FDS, VIG, VUG
13F-HR
Jan 16, 2014
000090572914000031