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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

PLANNING DIRECTIONS INC INSTITUTION : PLANNING DIRECTIONS INC
PLANNING DIRECTIONS INC Portfolio (reported on 2020-05-05)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (USA QUALITY FCTR) QUAL 7,679,000 94,750 10.77%
ISHARES TR    (1 3 YR TREAS BD) SHY 7,307,000 84,306 10.25%
ISHARES TR    (CORE US AGGBD ET) AGG 5,914,000 51,257 8.29%
ISHARES TR    (INTL QLTY FACTOR) 4,799,000 185,633 6.73%
FIDELITY    (LOW VOLITY ETF) 4,773,000 152,925 6.69%
ISHARES TR    (NATIONAL MUN ETF) MUB 3,007,000 26,604 4.21%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 2,941,000 47,399 4.12%
APPLE INC    (COM) AAPL 1,575,000 6,193 2.20%
INTEL CORP    (COM) INTC 1,436,000 26,525 2.01%
MASTERCARD INCORPORATED    (CL A) MA 1,397,000 5,783 1.96%
TARGET CORP    (COM) TGT 1,312,000 14,107 1.84%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,302,000 7,123 1.82%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 1,234,000 9,576 1.73%
ISHARES TR    (MIN VOL USA ETF) USMV 1,168,000 21,624 1.63%
JOHNSON & JOHNSON    (COM) JNJ 1,163,000 8,866 1.63%
PFIZER INC    (COM) PFE 1,148,000 35,179 1.61%
AMAZON COM INC    (COM) AMZN 1,129,000 579 1.58%
CISCO SYS INC    (COM) CSCO 1,029,000 26,187 1.44%
JPMORGAN CHASE & CO    (COM) JPM 1,023,000 11,366 1.43%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,022,000 19,020 1.43%
NVIDIA CORP    (COM) NVDA 955,000 3,624 1.34%
DISNEY WALT CO    (COM DISNEY) DIS 953,000 9,867 1.33%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 888,000 19,403 1.24%
ALPHABET INC    (CAP STK CL A) GOOGL 864,000 744 1.21%
ECOLAB INC    (COM) ECL 817,000 5,246 1.14%
WALMART INC    (COM) WMT 815,000 7,170 1.14%
MICROSOFT CORP    (COM) MSFT 797,000 5,051 1.11%
ISHARES TR    (CORE S&P TTL STK) ISI 742,000 12,965 1.04%
LOWES COS INC    (COM) LOW 654,000 7,598 0.91%
ROPER TECHNOLOGIES INC    (COM) ROP 647,000 2,076 0.90%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 637,000 7,975 0.89%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 598,000 5,393 0.83%
UNITEDHEALTH GROUP INC    (COM) UNH 540,000 2,164 0.75%
EXXON MOBIL CORP    (COM) XOM 530,000 13,964 0.74%
FIDELITY    (CONSMR STAPLES) FSTA 489,000 15,106 0.68%
STANLEY BLACK & DECKER INC    (COM) SWK 452,000 4,518 0.63%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 412,000 3,565 0.57%
FACEBOOK INC    (CL A) FB 402,000 2,410 0.56%
DANAHER CORP DEL    (COM) DHR 386,000 2,787 0.54%
MERCK & CO INC    (COM) MRK 385,000 5,000 0.54%
PENNS WOODS BANCORP INC    (COM) PWOD 376,000 15,477 0.52%
FIDELITY    (MSCI INFO TECH I) FTEC 367,000 5,856 0.51%
FIDELITY    (MSCI ENERGY IDX) FENY 353,000 46,882 0.49%
MCKESSON CORP    (COM) MCK 348,000 2,571 0.48%
FISERV INC    (COM) FISV 329,000 3,460 0.46%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 292,000 1,031 0.40%
CONSTELLATION BRANDS INC    (CL A) STZ 282,000 1,964 0.39%
ISHARES INC    (EM MKTS DIV ETF) DVYE 276,000 9,812 0.38%
VISA INC    (COM CL A) V 253,000 1,568 0.35%
HP INC    (COM) HPQ 244,000 14,060 0.34%
ISHARES TR    (CORE MSCI EAFE) IEFA 243,000 4,875 0.34%
UNIVERSAL DISPLAY CORP    (COM) PANL 242,000 1,835 0.33%
FIDELITY    (MSCI HLTH CARE I) FHLC 240,000 5,574 0.33%
ALLSTATE CORP    (COM) ALL 232,000 2,534 0.32%
WELLS FARGO CO NEW    (COM) WFC 228,000 7,928 0.31%
APTIV PLC    (SHS) 228,000 4,636 0.31%
FIDELITY    (MSCI FINLS IDX) FNCL 227,000 7,721 0.31%
CITIZENS & NORTHN CORP    (COM) CZNC 217,000 10,828 0.30%
BANK AMER CORP    (COM) BAC 215,000 10,107 0.30%
PRUDENTIAL FINL INC    (COM) PRU 206,000 3,947 0.28%
ALEXION PHARMACEUTICALS INC    (COM) ALXN 202,000 2,255 0.28%
ISHARES TR    (U.S. CNSM SV ETF) IYC 202,000 1,139 0.28%
COMPASS DIVERSIFIED HOLDINGS    (SH BEN INT) CODI 145,000 10,790 0.20%
Total Value As 2020-03-31: 71,268,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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