PS
Planned Solutions Portfolio holdings
AUM
$260M
1-Year Est. Return
12.2%
1 Year Est. Return
+12.2%
AUM
$260M
AUM Growth
+$16.6M
(+6.8%)
Holding
131
Top Buys
| 1 | +$13.7M | |
| 2 | +$10.1M | |
| 3 | +$4.99M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.6M |
| 5 |
Apple
AAPL
|
+$1.34M |
Top Sells
| 1 | +$9.37M | |
| 2 | +$5.46M | |
| 3 | +$5.29M | |
| 4 |
JPMorgan US Value Factor ETF
JVAL
|
+$4.19M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$3.7M |
Sector Composition
| 1 | Technology | 6.75% |
| 2 | Financials | 2.11% |
| 3 | Healthcare | 1.66% |
| 4 | Industrials | 1.44% |
| 5 | Communication Services | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Toyota
TM
$258B
| – | – |
-1,225
|
|
||
127
Thermo Fisher Scientific
TMO
$204B
| – | – |
-567
|
|
||
128
Adobe
ADBE
$140B
| – | – |
-669
|
|
||
129
Goldman Sachs Small Cap Equity ETF
GSC
$148M
| – | – |
-5,765
|
|
||
130
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
| – | – |
-8,295
|
|
||
131
iShares Russell 1000 Growth ETF
IWF
$122B
| – | – |
-1,361
|
|