Investment company Planned Solutions, Inc. (Current Portfolio) buys iShares Barclays GNMA Bond Fund, International Business Machines Corp, Vanguard Information Technology ETF, Nucor Corp, Pfizer Inc, sells Schwab Short-Term U.S. Treasury ETF, BTC iShares U.S. Telecommunications ETF, Walmart Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Planned Solutions, Inc.. As of 2021Q4, Planned Solutions, Inc. owns 78 stocks with a total value of $149 million. These are the details of the buys and sells.
These are the top 5 holdings of Planned Solutions, Inc.
VanEck Morningstar Wide Moat ETF (MOAT) - 285,991 shares, 14.56% of the total portfolio. Shares reduced by 0.18%
Schwab Fundamental U.S. Large Company Index ETF (FNDX) - 348,557 shares, 13.67% of the total portfolio. Shares added by 0.87%
BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 93,622 shares, 11.39% of the total portfolio. Shares added by 2.97%
iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 138,191 shares, 9.89% of the total portfolio. Shares added by 6.36%
Vanguard FTSE All-World ex-US ETF (VEU) - 149,945 shares, 6.15% of the total portfolio. Shares added by 1.91%
New Purchase: iShares Barclays GNMA Bond Fund (GNMA)
Planned Solutions, Inc. initiated holding in iShares Barclays GNMA Bond Fund. The purchase prices were between $49.53 and $50.04, with an estimated average price of $49.79. The stock is now traded at around $48.930000. The impact to a portfolio due to this purchase was 0.54%. The holding were 16,363 shares as of 2021-12-31.
New Purchase: International Business Machines Corp (IBM)
Planned Solutions, Inc. initiated holding in International Business Machines Corp. The purchase prices were between $115.81 and $138.13, with an estimated average price of $125.15. The stock is now traded at around $137.780000. The impact to a portfolio due to this purchase was 0.39%. The holding were 4,362 shares as of 2021-12-31.
New Purchase: Vanguard Information Technology ETF (VGT)
Planned Solutions, Inc. initiated holding in Vanguard Information Technology ETF. The purchase prices were between $396.28 and $466.1, with an estimated average price of $439.09. The stock is now traded at around $412.930000. The impact to a portfolio due to this purchase was 0.19%. The holding were 609 shares as of 2021-12-31.
New Purchase: Nucor Corp (NUE)
Planned Solutions, Inc. initiated holding in Nucor Corp. The purchase prices were between $95.99 and $119.67, with an estimated average price of $109.69. The stock is now traded at around $112.250000. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,373 shares as of 2021-12-31.
New Purchase: Pfizer Inc (PFE)
Planned Solutions, Inc. initiated holding in Pfizer Inc. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $53.380000. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,195 shares as of 2021-12-31.
New Purchase: BTC iShares Cohen & Steers REIT ETF (ICF)
Planned Solutions, Inc. initiated holding in BTC iShares Cohen & Steers REIT ETF. The purchase prices were between $65.07 and $76.08, with an estimated average price of $70.32. The stock is now traded at around $69.420000. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,056 shares as of 2021-12-31.
Added: PowerShares QQQ Trust Ser 1 (QQQ)
Planned Solutions, Inc. added to a holding in PowerShares QQQ Trust Ser 1 by 34.29%. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $353.550000. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,428 shares as of 2021-12-31.
Added: Berkshire Hathaway Inc (BRK.B)
Planned Solutions, Inc. added to a holding in Berkshire Hathaway Inc by 27.82%. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $315.230000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,541 shares as of 2021-12-31.
Added: Defiance Next Gen Connectivity ETF (FIVG)
Planned Solutions, Inc. added to a holding in Defiance Next Gen Connectivity ETF by 23.10%. The purchase prices were between $35.73 and $42.18, with an estimated average price of $39.33. The stock is now traded at around $38.130000. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,323 shares as of 2021-12-31.
Here is the complete portfolio of Planned Solutions, Inc.. Also check out:
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4. Stocks that Planned Solutions, Inc. keeps buyingThis article first appeared on GuruFocus.
