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| Name: |
Planning Center Inc. |
| City: |
MOLINE |
| State: |
IL |
| Zip: |
61265 |
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data |
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| Holdings
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4 |
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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 |
|
SCHX |
Schwab Strategic Trust |
46 |
New |
$62.78 |
$311,000 |
5,007 |
0.07% |
311,000 |
5,007 |
0 |
Closed - End Fund - Debt |
|
|
ABBV |
Abbvie Inc. |
53 |
New |
$166.42 |
$235,000 |
1,293 |
0.05% |
235,000 |
1,293 |
0 |
Drug Manufacturers - ... |
|
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FB |
Meta Platforms Inc |
54 |
New |
$471.91 |
$222,000 |
456 |
0.05% |
222,000 |
456 |
0 |
Internet Service Prov... |
|
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VYM |
Vanguard High Dividend Yiel... |
55 |
New |
$121.51 |
$220,000 |
1,820 |
0.05% |
220,000 |
1,820 |
0.001 |
Closed - End Fund - Debt |
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