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Planning Alternatives Ltd Buys Apple Inc, General Motors Co, iShares 1-3 Year Treasury Bond ETF, Sells First Trust Enhanced Short Maturity ETF, Vanguard Total Stock Market, iShares Russell 3000

Investment company Planning Alternatives Ltd (Current Portfolio) buys Apple Inc, General Motors Co, iShares 1-3 Year Treasury Bond ETF, Matinas BioPharma Holdings Inc, sells First Trust Enhanced Short Maturity ETF, Vanguard Total Stock Market, iShares Russell 3000, PIMCO Active Bond Exchange-Traded Fund Exchange-Tr, DTE Energy Co during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Planning Alternatives Ltd . As of 2020Q1, Planning Alternatives Ltd owns 41 stocks with a total value of $409 million. These are the details of the buys and sells.

For the details of PLANNING ALTERNATIVES LTD 's stock buys and sells, go to https://www.gurufocus.com/guru/planning+alternatives+ltd+/current-portfolio/portfolio

These are the top 5 holdings of PLANNING ALTERNATIVES LTD
  1. iShares Core S&P 500 (IVV) - 357,598 shares, 22.57% of the total portfolio. Shares added by 4.73%
  2. Vanguard FTSE Developed Markets (VEA) - 1,707,545 shares, 13.91% of the total portfolio. Shares added by 2.52%
  3. Vanguard Div Appreciation (VIG) - 353,418 shares, 8.93% of the total portfolio. Shares added by 2.57%
  4. Vanguard Total Bond Market ETF (BND) - 406,536 shares, 8.48% of the total portfolio. Shares reduced by 6.6%
  5. Schwab U.S. Large-Cap (SCHX) - 481,752 shares, 7.21% of the total portfolio. Shares added by 8.20%
New Purchase: General Motors Co (GM)

Planning Alternatives Ltd initiated holding in General Motors Co. The purchase prices were between $16.8 and $37.38, with an estimated average price of $30.77. The stock is now traded at around $20.52. The impact to a portfolio due to this purchase was 0.19%. The holding were 37,901 shares as of .

New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)

Planning Alternatives Ltd initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $84.63 and $86.69, with an estimated average price of $85.36. The stock is now traded at around $86.61. The impact to a portfolio due to this purchase was 0.09%. The holding were 4,033 shares as of .

New Purchase: Matinas BioPharma Holdings Inc (MTNB)

Planning Alternatives Ltd initiated holding in Matinas BioPharma Holdings Inc. The purchase prices were between $0.6 and $2.31, with an estimated average price of $1.23. The stock is now traded at around $0.70. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 10,000 shares as of .

Added: Apple Inc (AAPL)

Planning Alternatives Ltd added to a holding in Apple Inc by 29.38%. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $289.69. The impact to a portfolio due to this purchase was 0.25%. The holding were 17,702 shares as of .

Sold Out: First Trust Enhanced Short Maturity ETF (FTSM)

Planning Alternatives Ltd sold out a holding in First Trust Enhanced Short Maturity ETF. The sale prices were between $58.04 and $60.22, with an estimated average price of $59.91.

Sold Out: PIMCO Active Bond Exchange-Traded Fund Exchange-Tr (BOND)

Planning Alternatives Ltd sold out a holding in PIMCO Active Bond Exchange-Traded Fund Exchange-Tr. The sale prices were between $100.6 and $112.88, with an estimated average price of $108.09.

Sold Out: DTE Energy Co (DTE)

Planning Alternatives Ltd sold out a holding in DTE Energy Co. The sale prices were between $76.81 and $134.96, with an estimated average price of $119.85.

Sold Out: PIMCO Corporate & Income Strategy Fund (PCN)

Planning Alternatives Ltd sold out a holding in PIMCO Corporate & Income Strategy Fund. The sale prices were between $9.98 and $20.2, with an estimated average price of $17.74.

Sold Out: Vanguard Total International Stock (VXUS)

Planning Alternatives Ltd sold out a holding in Vanguard Total International Stock. The sale prices were between $36.75 and $56.64, with an estimated average price of $51.24.

Sold Out: Cisco Systems Inc (CSCO)

Planning Alternatives Ltd sold out a holding in Cisco Systems Inc. The sale prices were between $33.2 and $49.93, with an estimated average price of $44.06.

Reduced: Vanguard Total Stock Market (VTI)

Planning Alternatives Ltd reduced to a holding in Vanguard Total Stock Market by 83.78%. The sale prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $141.08. The impact to a portfolio due to this sale was -0.28%. Planning Alternatives Ltd still held 1,767 shares as of .

Reduced: iShares Russell 3000 (IWV)

Planning Alternatives Ltd reduced to a holding in iShares Russell 3000 by 23.83%. The sale prices were between $127.69 and $197.12, with an estimated average price of $177.08. The stock is now traded at around $162.14. The impact to a portfolio due to this sale was -0.16%. Planning Alternatives Ltd still held 15,097 shares as of .

Reduced: Ford Motor Co (F)

Planning Alternatives Ltd reduced to a holding in Ford Motor Co by 24.8%. The sale prices were between $4.01 and $9.42, with an estimated average price of $7.56. The stock is now traded at around $4.84. The impact to a portfolio due to this sale was -0.02%. Planning Alternatives Ltd still held 39,399 shares as of .



Here is the complete portfolio of PLANNING ALTERNATIVES LTD . Also check out:

1. PLANNING ALTERNATIVES LTD 's Undervalued Stocks
2. PLANNING ALTERNATIVES LTD 's Top Growth Companies, and
3. PLANNING ALTERNATIVES LTD 's High Yield stocks
4. Stocks that PLANNING ALTERNATIVES LTD keeps buying

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