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Planned Solutions, Inc.

Q1 2026 Holdings

Filed 2026-04-09 | 139 holdings | $305.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Garmin LTD SHS(GRMN)StockH2906T109$355.9K1,5340.1%
Snap on Inc COM(SNA)Stock833034101$359.6K9900.1%
Amgen Inc COM(AMGN)Stock031162100$359.6K1,0220.1%
Tesla Inc COM(TSLA)Stock88160R101$360.6K9700.1%
Invesco S&P 500 Pure Value ETF(RPV)ETF46137V258$360.7K3,3590.1%
Shell PLC Spon ADS(SHEL)ADR780259305$361.1K3,8830.1%
LAM Research Corp COM New(LRCX)Stock512807306$367.5K1,7200.1%
Chubb LTD Switz COM(CB)StockH1467J104$368.3K1,1300.1%
Gilead Sciences Inc COM(GILD)Stock375558103$377.4K2,7080.1%
Nucor Corp COM(NUE)Stock670346105$402.6K2,3810.1%
Janus Henderson AAA CLO ETF(JAAA)ETF47103U845$427.7K8,4920.1%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$429.6K3,9420.1%
Pulte Group Inc COM(PHM)Stock745867101$435.4K3,7020.1%
Amazon COM Inc COM(AMZN)Stock023135106$437.6K2,1010.1%
Welltower Inc COM(WELL)REIT95040Q104$456.1K2,3070.1%
Axon Enterprise Inc COM(AXON)Stock05464C101$458.7K1,0800.2%
Visa Inc COM CL A(V)Stock92826C839$462.0K1,5290.2%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$464.9K7,2550.2%
Vaneck Morningstar International Moat ETF(MOTI)ETF92189F593$478.4K14,0070.2%
CF Industries Hold COM(CF)Stock125269100$478.9K3,6880.2%
State Street Spdr S&P 500 ETF(SPY)ETF78462F103$503.4K7740.2%
Goldman Sachs Group Inc COM(GS)Stock38141G104$507.6K6000.2%
Micron Technology Inc COM(MU)Stock595112103$536.8K1,5890.2%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$539.2K17,5730.2%
Bank America Corp COM(BAC)Stock060505104$544.1K11,1610.2%
Applied Matls Inc COM(AMAT)Stock038222105$546.2K1,5980.2%
Invesco Nasdaq 100 ETF(QQQM)ETF46138G649$554.1K2,3320.2%
Cisco SYS Inc COM(CSCO)Stock17275R102$567.9K7,3190.2%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$569.4K2,6470.2%
Vanguard Growth ETF(VUG)ETF922908736$600.2K1,3740.2%
Schwab Short-Term US Treasury ETF(SCHO)ETF808524862$618.0K25,4650.2%
Costco Wholesale Corporation COM(COST)Stock22160K105$626.8K6290.2%
Procter & Gamble Co COM(PG)Stock742718109$631.5K4,3720.2%
Walmart Inc COM(WMT)Stock931142103$656.8K5,2850.2%
Exxon Mobil Corp COM(XOM)Stock30231G102$662.5K3,9050.2%
Arista Networks Inc COM SHS(ANET)Stock040413205$667.4K5,4360.2%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$673.0K6,7790.2%
Vanguard Value ETF(VTV)ETF922908744$704.8K3,5920.2%
Chevron Corporation COM(CVX)Stock166764100$711.3K3,4380.2%
Netflix Inc. COM(NFLX)Stock64110L106$721.3K7,5020.2%
Ishares Tips Bond ETF(TIP)ETF464287176$740.2K6,7070.2%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$746.3K11,0520.2%
Mcdonalds Corp COM(MCD)Stock580135101$750.9K2,4160.2%
Ishares Gnma Bond ETF(GNMA)ETF46429B333$792.9K17,8850.3%
JPMorgan Chase & Co COM(JPM)Stock46625H100$803.9K2,7330.3%
Merck & Co Inc COM(MRK)Stock58933Y105$809.1K6,7260.3%
Ishares International Select Dividend ETF(IDV)ETF464288448$844.7K19,8480.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$911.4K1,9020.3%
International Business Machs COM(IBM)Stock459200101$917.0K3,7830.3%
Caterpillar Inc COM(CAT)Stock149123101$964.9K1,3620.3%
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