13F-HRFiling Date: Aug 14, 2026
Planning Strategies 13F-HR: 2026-06-30 · 1068 holdings (Aug 14, 2026)
Institutional Holdings (13F)
View SEC Filing
ACC: 0002139665-26-000001
Total Value$160.3K
Positions1068
Changes0
Holdings
1
VANGUARD RUSSELL 1000 GROWTH ETF
205.54K SharesETF
$26.27M
16385.3%
2
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
394.12K SharesETF
$16.00M
9976.7%
3
ISHARES CORE DIVIDEND GROWTH ETF
205.36K SharesETF
$15.56M
9707.7%
4
ISHARES MSCI INTL QUALITY FACTOR ETF
206.97K SharesETF
$10.26M
6396.4%
5
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
136.76K SharesETF
$5.62M
3505.9%
6
VANGUARD S&P 500 ETF
6.44K SharesETF
$4.42M
2757.6%
7
VANGUARD SHORT-TERM CORPORATE BOND ETF
53.90K SharesETF
$4.26M
2657.1%
8
PACER US CASH COWS 100 ETF
63.24K SharesETF
$3.93M
2453.3%
9
INVESCO S&P 100 EQUAL WEIGHT ETF
30.22K SharesETF
$3.90M
2432.1%
10
11VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
44.02K SharesETF
$3.64M
2269.2%
NVIDIA · NVDA
17.60K SharesSTOCK
$3.52M
2196.0%
12
13ISHARES MSCI EMERGING MARKETS EX CHINA ETF
32.78K SharesETF
$3.35M
2091.9%
Apple · AAPL
10.65K SharesSTOCK
$3.08M
1921.6%
14
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
39.45K SharesETF
$3.08M
1919.9%
15
ISHARES MSCI USA QUALITY FACTOR ETF
12.00K SharesETF
$2.63M
1642.4%
16
ENTERPRISE PRODS PARTNERS L P COM
68.38K SharesSTOCK
$2.51M
1567.9%
17
COHEN & STEERS REAL ESTATE ACTIVE ETF
78.55K SharesETF
$2.23M
1390.4%
18
VANGUARD SMALL-CAP ETF
5.93K SharesETF
$1.80M
1121.2%
19
20VANGUARD MID-CAP ETF
22.05K SharesETF
$1.78M
1107.9%
IBM · IBM
5.05K SharesSTOCK
$1.42M
885.1%