Planning Solutions Group LLC 13F Holdings
CIK 0001766969 · FULTON, MD
As of Jun 30, 2019, Planning Solutions Group LLC reported 140 positions worth
CIK 0001766969 · FULTON, MD
As of Jun 30, 2019, Planning Solutions Group LLC reported 140 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 84,867 | $25.0K | 12.88% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 228,452 | 4.0K | 7.22% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 254,118 | 3.1K | 6.73% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 238,633 | $8.5K | 4.40% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 88,738 | $7.8K | 3.99% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 137,625 | $7.0K | 3.61% |
| ISHARES CORE 40/60 MODERATE ALLOCATION ETF | AOM | — | 168,077 | $6.6K | 3.38% |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | EFAV | — | 79,696 | $5.8K | 2.98% |
| APPLE INC | AAPL | Technology | 20,700 | $4.1K | 2.11% |
| BB&T CORP | TFC | Financial Services | 79,474 | $3.9K | 2.01% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 83,135 | $3.6K | 1.84% |
| FIRST TRUST EXCHANGE-TRADED FUND III | FPE | — | 166,995 | $3.2K | 1.67% |
| LGI HOMES INC | LGIH | Consumer Cyclical | 43,502 | $3.1K | 1.60% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 38,769 | $3.0K | 1.56% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 92,979 | $2.8K | 1.42% |
| PEPSICO INC | PEP | Consumer Defensive | 20,578 | $2.7K | 1.39% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 38,856 | $2.6K | 1.33% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 12,625 | $2.4K | 1.21% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 16,754 | $2.3K | 1.20% |
| MICROSOFT CORP | MSFT | Technology | 15,432 | $2.1K | 1.06% |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 28,402 | $2.0K | 1.05% |
| PIMCO DYNAMIC INCOME FUND | PDI | — | 59,951 | .9K | 0.99% |
| SPDR S&P 500 ETF TRUST | SPY | — | 6,543 | .9K | 0.99% |
| AMAZON.COM INC | AMZN | Equity | 965 | .8K | 0.94% |
| FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | FBT | — | 12,877 | .8K | 0.93% |