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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 84,867 | 25,015.0 | +1.57% | 13.320 | +0.21% | 0.010 | -0.06% | +1.36% | 585,227.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 228,452 | 14,027.0 | -1.11% | 7.470 | -0.09% | 0.020 | +10.63% | +18.66% | 140,968.3 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 254,118 | 13,072.0 | +4.20% | 6.960 | +0.28% | 0.020 | +6.88% | +9.37% | 87,997.8 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 238,633 | 8,541.0 | -0.62% | 4.550 | -0.03% | 0.150 | +5.91% | +7.26% | 11,585.1 | ||
VYM | Vanguard High Dividend Yield Indx ETF | 88,738 | 7,754.0 | +1.37% | 4.130 | +0.06% | 0.020 | -2.93% | +1.98% | 60,333.9 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 137,625 | 7,018.0 | +10.10% | 3.740 | +0.34% | 0.020 | +8.93% | +14.99% | 40,395.5 | ||
AOM | iShares Core Moderate Allocation ETF | 168,077 | 6,558.0 | -4.63% | 3.490 | -0.17% | 0.420 | +1.29% | +3.69% | 1,496.2 | ||
AAPL | Apple Inc | 82,800 | 4,097.0 | -0.89% | 2.180 | -0.02% | 0.000 | -16.59% | -19.36% | 3,008,747.5 | Hardware | |
TFC | Truist Financial Corp | 79,474 | 3,905.0 | +1.70% | 2.080 | +0.03% | 0.010 | -14.03% | -7.10% | 51,497.6 | Banks | |
EEM | iShares MSCI Emerging Markets ETF | 83,135 | 3,567.0 | -2.65% | 1.900 | -0.05% | 0.010 | +6.05% | +9.58% | 17,258.1 |
Planning Solutions Group LLC's Historical Top Holdings Breakdowns
Planning Solutions Group LLC Total Holding History ($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 |
|---|---|---|---|---|
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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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