PLANNING DIRECTIONS INC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationglen mills, PA
- CIK0000821103
- All SEC filings
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 |