PLANNING DIRECTIONS INC 13F Holdings
CIK 0000821103 · GLEN MILLS, PA
As of Sep 30, 2025, PLANNING DIRECTIONS INC reported 93 positions worth
CIK 0000821103 · GLEN MILLS, PA
As of Sep 30, 2025, PLANNING DIRECTIONS INC reported 93 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 1,361,756 | $37.2M | 19.40% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 192,874 | 5.2M | 7.94% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 67,664 | 4.6M | 7.62% |
| VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF | UITB | — | 241,373 | 1.5M | 5.99% |
| APPLE INC | AAPL | Technology | 43,052 | 1.0M | 5.72% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 53,204 | $6.3M | 3.30% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 43,821 | $6.0M | 3.15% |
| FIDELITY MERRIMACK STR TR | FLDR | — | 118,993 | $6.0M | 3.12% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 40,900 | $5.6M | 2.94% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 19,058 | $5.6M | 2.92% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 11,572 | $5.5M | 2.90% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 67,735 | $5.4M | 2.83% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 106,752 | $4.6M | 2.41% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 55,900 | $3.2M | 1.67% |
| NVIDIA CORP | NVDA | Technology | 15,585 | $2.9M | 1.52% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 16,912 | $2.8M | 1.45% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 18,927 | $2.7M | 1.38% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 45,283 | $2.6M | 1.36% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 8,058 | $2.4M | 1.24% |
| VANGUARD VALUE INDEX FUND | VTV | — | 8,962 | .7M | 0.87% |
| MICROSOFT CORP | MSFT | Technology | 2,932 | .5M | 0.79% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,399 | .5M | 0.77% |
| AMAZON.COM INC | AMZN | Equity | 6,679 | .5M | 0.77% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 7,876 | .4M | 0.72% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 6,582 | .4M | 0.72% |