PLANNING ALTERNATIVES LTD /ADV
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationbirmingham, MI
- CIK0000712011
- All SEC filings
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 |