Planned-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RF",
  null,
  "ABT",
  "ADBE",
  "CAT",
  "SAN",
  null,
  null,
  "DUK",
  "GILD",
  "MCD",
  "INTU",
  "ITW",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "HIG",
  null,
  "FAST",
  "ANET",
  "VHT",
  "IWF",
  "IVV",
  null,
  "PHM",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  null,
  "MRK",
  null,
  "VZ",
  "PKG",
  "FNDX",
  null,
  "IEFA",
  null,
  null,
  "SNA",
  "SHEL",
  "IBM",
  "TXN",
  "TM",
  "TMO",
  "BIV",
  null,
  null,
  "VIG",
  null,
  "SNY",
  "VTR",
  "AXON",
  "AEP",
  null,
  "DHI",
  "SCHB",
  null,
  "IVE",
  null,
  null,
  "VEU",
  "VEA",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "ESTC",
  "GRMN",
  "SCHD",
  null,
  "DVY",
  "SCHF",
  "SCHA",
  null,
  "MTUM",
  "MCK",
  "PSA",
  "NUE",
  "BAC",
  "BRK-B",
  "CALM",
  "CF",
  "CVX",
  "CINF",
  "CB",
  "CSCO",
  "COST",
  "EFA",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "ITOT",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 112
Total Value: 244967124
Accession Number: 0001831332-25-000003
Form Type: 13F-HR
CIK: planned-solutions
Manager Name: Planned-Solutions

Data Enrichment

76% identified

85 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

112 positions • $245.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 6

Sort by:

ELI LILLY & Co

LLY|532457108

Shares:2.6K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$245.0M)

464286343

Shares:82.1K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$245.0M)

MICROSOFT CORP

MSFT|594918104

Shares:4.8K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$245.0M)

464287655

IWM|464287655

Shares:7.0K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$245.0M)

464287309

IVW|464287309

Shares:14.5K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$245.0M)

808524607

SCHA|808524607

Shares:56.3K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$245.0M)

464287168

DVY|464287168

Shares:9.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$245.0M)

808524805

SCHF|808524805

Shares:61.4K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$245.0M)

Meta Platforms, Inc.

META|30303M102

Shares:2.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$245.0M)

46432F396

MTUM|46432F396

Shares:5.4K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$245.0M)

46434V282

Shares:19.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$245.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.0K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$245.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.8K

Value:$934.5K

% of Portfolio:0.4% ($934.5K/$245.0M)

464287200

IVV|464287200

Shares:1.6K

Value:$887.3K

% of Portfolio:0.4% ($887.3K/$245.0M)

921943858

VEA|921943858

Shares:17.2K

Value:$871.9K

% of Portfolio:0.4% ($871.9K/$245.0M)

808524862

Shares:34.0K

Value:$828.6K

% of Portfolio:0.3% ($828.6K/$245.0M)

46429B333

Shares:18.2K

Value:$799.2K

% of Portfolio:0.3% ($799.2K/$245.0M)

464287176

Shares:7.1K

Value:$784.4K

% of Portfolio:0.3% ($784.4K/$245.0M)

46432F339

QUAL|46432F339

Shares:4.4K

Value:$755.3K

% of Portfolio:0.3% ($755.3K/$245.0M)

808524797

SCHD|808524797

Shares:25.0K

Value:$698.4K

% of Portfolio:0.3% ($698.4K/$245.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ELI LILLY & Co(LLYcusip532457108)	2.6K	QoQ -1.53% (-40) YoY -28.21% (-1.0K)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$245.0M)	QoQ +5.34% (-$107.7K) YoY -23.78% (-$662.5K)
(cusip464286343)✕	82.1K	QoQ +1.40% (+1.1K) YoY -26.71% (-29.9K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$245.0M)	QoQ +10.43% (+$192.9K) YoY -31.27% (-$929.2K)
MICROSOFT CORP(MSFTcusip594918104)	4.8K	QoQ +8.05% (-358) YoY +21.81% (+860)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$245.0M)	QoQ -3.76% (-$70.6K) YoY +8.68% (+$144.1K)
(IWMcusip464287655)	7.0K	QoQ +0.12% (-9) YoY +0.50% (-35)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$245.0M)	QoQ -9.60% (-$148.3K) YoY -4.66% (-$68.4K)
(IVWcusip464287309)	14.5K	QoQ -17.61% (-3.1K) YoY +34.13% (+3.7K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$245.0M)	QoQ -24.67% (-$440.6K) YoY +47.46% (+$432.8K)
(SCHAcusip808524607)	56.3K	QoQ -1.02% (-583) YoY -49.76% (-55.7K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$245.0M)	QoQ -10.32% (-$151.8K) YoY -76.09% (-$4.2M)
(DVYcusip464287168)	9.6K	QoQ -2.28% (-226) YoY +19.67% (+1.6K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$245.0M)	QoQ -0.05% (-$665) YoY +30.47% (+$302.5K)
(SCHFcusip808524805)	61.4K	QoQ +10.30% (+5.7K) YoY +171.43% (+38.8K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$245.0M)	QoQ +17.93% (+$184.8K) YoY +37.59% (+$332.1K)
Meta Platforms, Inc.(METAcusip30303M102)	2.0K	QoQ +3.41% (+65) YoY +2.87% (+55)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$245.0M)	QoQ +1.79% (+$20.0K) YoY +22.10% (+$205.6K)
(MTUMcusip46432F396)	5.4K	QoQ +1.69% (-91) YoY +1.73% (+93)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$245.0M)	QoQ -0.65% (-$7.2K) YoY +9.78% (+$98.1K)
(cusip46434V282)✕	19.0K	QoQ +9.14% (+1.6K) YoY +24.65% (+3.7K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$245.0M)	QoQ +4.67% (+$49.0K) YoY +34.08% (+$278.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.0K	QoQ +2.34% (+45) YoY +2.34% (+45)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$245.0M)	QoQ +20.25% (+$175.8K) YoY +29.62% (+$238.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.8K	QoQ 0.00% (+0) YoY +0.53% (+20)	All Managers (Combined)	$934.5K	0.4% ($934.5K/$245.0M)	QoQ +13.11% (+$108.3K) YoY +30.91% (+$220.7K)
(IVVcusip464287200)	1.6K	QoQ +6.47% (+96) YoY +6.18% (+92)	All Managers (Combined)	$887.3K	0.4% ($887.3K/$245.0M)	QoQ +1.62% (+$14.2K) YoY +13.49% (+$105.5K)
(VEAcusip921943858)	17.2K	QoQ -0.11% (-20) YoY -91.16% (-176.9K)	All Managers (Combined)	$871.9K	0.4% ($871.9K/$245.0M)	QoQ +6.17% (-$50.7K) YoY -91.04% (-$8.9M)
(cusip808524862)✕	34.0K	QoQ +1.17% (+395) YoY +120.25% (+18.6K)	All Managers (Combined)	$828.6K	0.3% ($828.6K/$245.0M)	QoQ +2.34% (+$19.0K) YoY +11.20% (+$83.5K)
(cusip46429B333)✕	18.2K	QoQ +0.69% (+125) YoY +7.46% (+1.3K)	All Managers (Combined)	$799.2K	0.3% ($799.2K/$245.0M)	QoQ +2.96% (+$23.0K) YoY +8.73% (+$64.2K)
(cusip464287176)✕	7.1K	QoQ 0.00% (+0) YoY -9.98% (-783)	All Managers (Combined)	$784.4K	0.3% ($784.4K/$245.0M)	QoQ +4.26% (+$32.1K) YoY -6.89% (-$58.1K)
(QUALcusip46432F339)	4.4K	QoQ +26.61% (+929) YoY +261.11% (+3.2K)	All Managers (Combined)	$755.3K	0.3% ($755.3K/$245.0M)	QoQ +21.49% (+$133.7K) YoY +275.48% (+$554.2K)
(SCHDcusip808524797)	25.0K	QoQ +17.73% (+3.8K) YoY +429.23% (+20.3K)	All Managers (Combined)	$698.4K	0.3% ($698.4K/$245.0M)	QoQ +20.48% (+$118.8K) YoY +83.54% (+$317.9K)