Planned Solutions, Inc. Buys iShares Barclays GNMA Bond Fund, International Business Machines …

Investment company Planned Solutions, Inc. (Current Portfolio) buys iShares Barclays GNMA Bond Fund, International Business Machines Corp, Vanguard Information Technology ETF, Nucor Corp, Pfizer Inc, sells Schwab Short-Term U.S. Treasury ETF, BTC iShares U.S. Telecommunications ETF, Walmart Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Planned Solutions, Inc.. As of 2021Q4, Planned Solutions, Inc. owns 78 stocks with a total value of $149 million. These are the details of the buys and sells.

  • New Purchases: GNMA, IBM, VGT, NUE, PFE, ICF, ABBV, ABT, CF, SRLN, VOT,

  • Added Positions: TIP, ITOT, IEFA, AAPL, MTUM, QQQ, SCHA, VEU, BRK.B, SCHB, INTC, LQD, GOOG, FILL, VIG, MO, FIVG, IDV, SCHD, LRGF, TMO, NVDA, SCHF, JNJ, SRC, VZ, VTR, MS, CSCO, CVX,

  • Reduced Positions: SCHO, MINT, IYZ, LLY, WMT, PG, EQR, AGG,

For the details of Planned Solutions, Inc.’s stock buys and sells,
go to https://www.gurufocus.com/guru/planned+solutions%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Planned Solutions, Inc.

  1. VanEck Morningstar Wide Moat ETF (MOAT) – 285,991 shares, 14.56% of the total portfolio. Shares reduced by 0.18%

  2. Schwab Fundamental U.S. Large Company Index ETF (FNDX) – 348,557 shares, 13.67% of the total portfolio. Shares added by 0.87%

  3. BTC iShares MSCI USA Momentum Factor ETF (MTUM) – 93,622 shares, 11.39% of the total portfolio. Shares added by 2.97%

  4. iShares Core S&P Total U.S. Stock Market ETF (ITOT) – 138,191 shares, 9.89% of the total portfolio. Shares added by 6.36%

  5. Vanguard FTSE All-World ex-US ETF (VEU) – 149,945 shares, 6.15% of the total portfolio. Shares added by 1.91%

New Purchase: iShares Barclays GNMA Bond Fund (GNMA)

Planned Solutions, Inc. initiated holding in iShares Barclays GNMA Bond Fund. The purchase prices were between $49.53 and $50.04, with an estimated average price of $49.79. The stock is now traded at around $48.930000. The impact to a portfolio due to this purchase was 0.54%. The holding were 16,363 shares as of 2021-12-31.

New Purchase: International Business Machines Corp (IBM)

Planned Solutions, Inc. initiated holding in International Business Machines Corp. The purchase prices were between $115.81 and $138.13, with an estimated average price of $125.15. The stock is now traded at around $137.780000. The impact to a portfolio due to this purchase was 0.39%. The holding were 4,362 shares as of 2021-12-31.

New Purchase: Vanguard Information Technology ETF (VGT)

Planned Solutions, Inc. initiated holding in Vanguard Information Technology ETF. The purchase prices were between $396.28 and $466.1, with an estimated average price of $439.09. The stock is now traded at around $412.930000. The impact to a portfolio due to this purchase was 0.19%. The holding were 609 shares as of 2021-12-31.

New Purchase: Nucor Corp (NUE)

Planned Solutions, Inc. initiated holding in Nucor Corp. The purchase prices were between $95.99 and $119.67, with an estimated average price of $109.69. The stock is now traded at around $112.250000. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,373 shares as of 2021-12-31.

New Purchase: Pfizer Inc (PFE)

Planned Solutions, Inc. initiated holding in Pfizer Inc. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $53.380000. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,195 shares as of 2021-12-31.

New Purchase: BTC iShares Cohen & Steers REIT ETF (ICF)

Planned Solutions, Inc. initiated holding in BTC iShares Cohen & Steers REIT ETF. The purchase prices were between $65.07 and $76.08, with an estimated average price of $70.32. The stock is now traded at around $69.420000. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,056 shares as of 2021-12-31.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Planned Solutions, Inc. added to a holding in PowerShares QQQ Trust Ser 1 by 34.29%. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $353.550000. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,428 shares as of 2021-12-31.

Added: Berkshire Hathaway Inc (BRK.B)

Planned Solutions, Inc. added to a holding in Berkshire Hathaway Inc by 27.82%. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $315.230000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,541 shares as of 2021-12-31.

Added: Defiance Next Gen Connectivity ETF (FIVG)

Planned Solutions, Inc. added to a holding in Defiance Next Gen Connectivity ETF by 23.10%. The purchase prices were between $35.73 and $42.18, with an estimated average price of $39.33. The stock is now traded at around $38.130000. The impact to a portfolio due to this purchase was 0.04%. The holding were 7,323 shares as of 2021-12-31.

Here is the complete portfolio of Planned Solutions, Inc.. Also check out:

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4. Stocks that Planned Solutions, Inc. keeps buyingThis article first appeared on GuruFocus.