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PLANNING DIRECTIONS INC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Schwab US Dividend Equity ETF SCHDcommon254,55073,02918,485,0005,205,00013.45  Hist 06/30/2023
VANGUARD SCOTTSDALE FUNDS VCSHCommon102,87012,3797,783,000885,0005.66  Hist 06/30/2023
VANGUARD INDEX FUNDS VOTCommon13,5211,6772,782,000474,0002.02  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VTCommon14,4713,7791,403,000418,0001.02  Hist 06/30/2023
AMAZON COM INC AMZNCommon9,1546801,193,000318,0000.87  Hist 06/30/2023
iSHARES TRUST IUSGCommon24,4518272,387,000290,0001.74  Hist 06/30/2023
SELECT SECTOR SPDR TR SBI INT-UTILS XLUOPTION21,6994,3921,420,000249,0001.03  Hist 06/30/2023
iSHARES TRUST IYHCommon6,7496811,891,000234,0001.38  Hist 06/30/2023
MICROSOFT CORP MSFTCommon3,20651,092,000169,0000.790.00 Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK2,6641261,085,000131,0000.79  Hist 06/30/2023
BOEING CO BACommon4,070493859,00099,0000.620.00 Hist 06/30/2023
EXXON MOBIL CORP XOMCommon5,314709570,00065,0000.410.00 Hist 06/30/2023
MCDONALDS CORP MCDCommon2,8919863,00057,0000.630.00 Hist 06/30/2023
iSHARES TRUST ISICommon5,419126530,00051,0000.39  Hist 06/30/2023
VANGUARD WORLD FUND MGKCommon1,3161310,00041,0000.23  Hist 06/30/2023
Merck & Co., Inc. MRKCOM2,296160265,00038,0000.19  Hist 06/30/2023
Walmart Inc. WMTCommon3,52722554,00037,0000.400.00 Hist 06/30/2023
SPDR SERIES TRUST AEROSPACE DEF XARSTOCK3,836156466,00036,0000.34  Hist 06/30/2023
iSHARES TRUST IVVCommon6241278,00022,0000.20  Hist 06/30/2023
SMART CHOICE AUTOMOTIVE GROUP INC SCHACMN9,05923397,00018,0000.29  Hist 06/30/2023
iSHARES TRUST IJHCommon1,2694332,00015,0000.24  Hist 06/30/2023
PEPSICO INC PEPCommon2,97813552,00011,0000.40  Hist 06/30/2023
iSHARES TRUST IJRS&P SMLCAP 6002,6047260,0009,0000.19  Hist 06/30/2023
PROCTER & GAMBLE Co PGCommon2,1475326,0008,0000.240.00 Hist 06/30/2023
DEERE & CO DECommon56420229,0004,0000.170.00 Hist 06/30/2023
NOVO NORDISK A S NVOADR1,4012227,0004,0000.17  Hist 06/30/2023
EXELON CORP EXCCommon5,30710216,000-6,0000.160.00 Hist 06/30/2023
PFIZER INC PFECommon13,6711,029501,000-15,0000.360.00 Hist 06/30/2023
NIKE, Inc. NKECommon1,9551216,000-24,0000.16  Hist 06/30/2023
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