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  Name: Planned Solutions Inc.
  City: FOLSOM
  State: CA
  Zip: 95630
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $203,833,000
  Total Value Change : $-9,836,000
  Securities Held Change : -485
   
All Securities Held : 101
  New Positions : 2
  Closed Positions : 485
  Increased Positions : 39
  Unchanged Positions : 43
  Decreased Positions : 17

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Holdings Found : 17     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 3 - $114.52 $16,830,000 145,968 8.26% 1,275,000 -1,848 0.04    Closed - End Fund - E...
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 5 - $74.04 $11,699,000 155,162 5.74% -339,000 -2,443 0.097    Closed - End Fund - Debt
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 10 - $0.00 $6,456,000 86,984 3.17% 324,000 -185 0.001    N/A
   (RPV)1 Year Chart         RPV Invesco S&P 500 Pure Value ETF 13 - $86.09 $3,984,000 45,048 1.95% 268,000 -222 0.05    Closed - End Fund - E...
   (FILL)1 Year Chart         FILL iShares MSCI Global Energy ... 14 - $27.26 $2,971,000 112,034 1.46% 250,000 -883 2.988    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div 24 - $124.24 $993,000 8,059 0.49% -11,000 -508 0.005    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 28 - $106.05 $843,000 7,844 0.41% -32,000 -293 0    Closed - End Fund - E...
   (MINT)1 Year Chart         MINT Pimco ETF Trust 29 - $100.33 $821,000 8,163 0.4% -36,000 -427 0.006    Closed - End Fund - Debt
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 31 - $412.05 $805,000 1,915 0.39% -10,000 -371 0    Property & Casualty I...
   (PG)1 Year Chart         PG Procter & Gamble Co 39 - $166.85 $622,000 3,834 0.31% 48,000 -82 0    Cleaning Products
   (IDV)1 Year Chart         IDV iShares Dow Jones EPAC Sele... 40 - $0.00 $607,000 21,648 0.3% -42,000 -1,546 0.017    Closed - End Fund - E...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 41 - $96.24 $593,000 6,056 0.29% -12,000 -41 0    Closed - End Fund - E...
   (CVX)1 Year Chart         CVX Chevron Corp 50 - $165.82 $452,000 2,862 0.22% 22,000 -24 0    Integrated Oil & Gas
   (SRLN)1 Year Chart         SRLN SPDR Blackstone/GSO Senior ... 74 - $41.94 $252,000 5,979 0.12% 1,000 -4 0.003    N/A
   (ABT)1 Year Chart         ABT Abbott Laboratories 75 - $104.74 $251,000 2,206 0.12% -25,000 -300 0    Drug Manufacturers - ...
   (PFE)1 Year Chart         PFE Pfizer Inc 85 - $28.01 $225,000 8,115 0.11% -11,000 -93 0    Drug Manufacturers - ...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 83 - $48.06 $225,000 4,512 0.11% -64,000 -1,200 0.002    Networking & Communic...
      17 Records Found
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