PLANNING DIRECTIONS INC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    glen mills, PA
  • CIK
    0000821103
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

117

$233.89 M
SCHD, BSV, VIG, UITB
13F-HR
Apr 30, 2025
000108514625002474

77

$172.33 M
SCHD, BSV, VIG, AAPL
13F-HR
Feb 6, 2025
000108514625000840

81

$167.92 M
SCHD, BSV, VIG, AAPL
13F-HR
Nov 7, 2024
000108514624005391

71

$146.78 M
SCHD, BSV, VIG, AAPL
13F-HR
Aug 9, 2024
000108514624003626

76

$143.94 M
SCHD, BSV, VIG, AAPL
13F-HR
May 9, 2024
000108514624002349

69

$140.19 M
SCHD, BSV, VIG, VCSH
13F-HR
Jan 31, 2024
000108514624000574

65

$131.00 K
SCHD, BSV, VIG, VCSH
13F-HR
Oct 27, 2023
000082110323000009

66

$138.00 K
BSV, SCHD, VIG, AAPL
13F-HR
Jul 19, 2023
000082110323000006

70

$135.00 K
BSV, VIG, SCHD, AAPL
13F-HR
May 11, 2023
000082110323000004

73

$132.00 K
BSV, VIG, SCHD, KRE
13F-HR
Feb 8, 2023
000082110323000002

66

$123.79 M
BSV, VIG, SCHD, VCSH
13F-HR
Nov 8, 2022
000082110322000008

70

$130.46 M
BSV, VIG, SCHD, VCSH
13F-HR
Aug 3, 2022
000082110322000006

75

$142.39 M
BSV, VIG, SCHD, AAPL
13F-HR
May 19, 2022
000082110322000004

78

$150.20 M
BSV, VIG, SCHD, AAPL
13F-HR
Jan 27, 2022
000082110322000002

72

$137.41 M
BSV, VIG, SCHD, VCSH
13F-HR
Nov 9, 2021
000082110321000008

69

$136.87 M
BSV, VIG, SCHD, VCSH
13F-HR
Jul 28, 2021
000082110321000006

63

$127.09 M
BSV, VIG, SCHD, VCSH
13F-HR
Apr 28, 2021
000082110321000004

60

$123.40 M
BSV, VIG, SCHD, VCSH
13F-HR
Jan 26, 2021
000082110321000002

57

$113.52 M
BSV, VCSH, VANGUARD SCOTTSDALE FDS, VIG
13F-HR
Nov 2, 2020
000082110320000009

56

$107.15 M
BSV, VCSH, VANGUARD SCOTTSDALE FDS, VIG
13F-HR
Jul 21, 2020
000082110320000007

63

$71.27 M
QUAL, SHY, AGG, IQLT
13F-HR
May 5, 2020
000082110320000005

55

$108.13 M
BSV, EFAV, VCSH, MGV
13F-HR
Jan 14, 2020
000082110320000003

52

$104.24 M
BSV, VCSH, EFAV, MGV
13F-HR
Oct 25, 2019
000082110319000009

57

$98.53 M
BSV, VCSH, EFAV, MGV
13F-HR
Jul 15, 2019
000082110319000007

53

$84.14 M
BSV, VCSH, EFAV, MGV
13F-HR
Apr 3, 2019
000082110319000005

48

$80.90 M
BSV, VCSH, EFAV, MGV
13F-HR
Jan 16, 2019
000082110319000002

58

$107.59 M
BSV, VCSH, EFAV, AAPL
13F-HR
Oct 5, 2018
000082110318000006

53

$103.51 M
BSV, VCSH, EFAV, MGV
13F-HR
Sep 5, 2018
000082110318000004

52

$102.05 M
BSV, VCSH, EFAV, MGV
13F-HR
May 10, 2018
000082110318000002