PS
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Planning Solutions Group LLC13F | |
| Planning Solutions Group LLC | |
| Last update 2019-08-21 | 138 Stocks (10 new) |
| Value $188.00 Mil | Turnover 4 % |
Planning Solutions Group LLC Top Holdings of 2019-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 84,867 | 25,015.0 | +1.57% | 13.320 | +0.21% | 0.010 | +19.67% | +7.80% | 634,518.9 | ||
IEFA | iShares Core MSCI EAFE ETF | 228,452 | 14,027.0 | -1.11% | 7.470 | -0.09% | 0.020 | +11.52% | +19.59% | 141,328.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 254,118 | 13,072.0 | +4.20% | 6.960 | +0.28% | 0.020 | +18.91% | +18.34% | 99,158.0 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 238,633 | 8,541.0 | -0.62% | 4.550 | -0.03% | 0.150 | +16.74% | +14.83% | 12,541.0 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 88,738 | 7,754.0 | +1.37% | 4.130 | +0.06% | 0.020 | +12.20% | +6.97% | 58,807.4 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 137,625 | 7,018.0 | +10.10% | 3.740 | +0.34% | 0.020 | +13.13% | +18.20% | 44,208.3 | ||
AOM |
iShares Core Moderate Allocation ETF
iShares Core Moderate Allocation ETF
| 168,077 | 6,558.0 | -4.63% | 3.490 | -0.17% | 0.420 | +7.43% | +6.64% | 1,533.0 | ||
AAPL | Apple Inc | 82,800 | 4,097.0 | -0.89% | 2.180 | -0.02% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
TFC | Truist Financial Corp | 79,474 | 3,905.0 | +1.70% | 2.080 | +0.03% | 0.010 | +24.90% | +4.53% | 57,057.5 | Banks | |
EEM | iShares MSCI Emerging Markets ETF | 83,135 | 3,567.0 | -2.65% | 1.900 | -0.05% | 0.010 | +18.21% | +18.50% | 18,661.0 |
Planning Solutions Group LLC's Historical Top Holdings Breakdowns
Planning Solutions Group LLC Total Holding History ($B)
Planning Solutions Group LLC's Asset Allocation
Planning Solutions Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Planning Solutions Group LLC's Hypothetical Growth since 2019-06-30
Planning Solutions Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Planning Solutions Group LLC's Holdings Heat Map
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Planning Solutions Group LLC's Holdings Bubble Chart
Planning Solutions Group LLC News
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