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Catherine Dunnam

@Planned Solutions, Inc.

Latest period2024 - Q4ReportedManaged Assets$247.869MTotal holdings110
Assets growth rate-0.51%Assets growth rate (2-Q avg)10.05%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Planned Solutions, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Planned Solutions, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 247.869M in assets, with a quarterly growth rate of -0.51% and a 2-quarter average growth rate of 10.05%. The portfolio is managed by Catherine Dunnam, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HELOJpmorgan Hedged Equity Laddered Overlay Etf
Recent Activity
Increased 26839.95%
2.42%
$5.983M
96,445 shares@ $62.05 avg price
IVVBIshares Large Cap Deep Buffer Etf
Recent Activity
New Position
2.25%
$5.554M
181,864 shares@ $30.55 avg price
ITWIllinois Tool Wks Inc Com
Recent Activity
2.17%
$5.365M
21,157 shares@ $253.57 avg price
ESTCElastic N V Ord Shs
Recent Activity
Decreased -1.96%
2.15%
$5.317M
53,665 shares@ $99.08 avg price
SGOVIshares 0-3 Month Treasury Bond Etf
Recent Activity
Increased 708.63%
1.96%
$4.836M
48,202 shares@ $100.33 avg price
BIVVanguard Intermediate-term Bond Etf
Recent Activity
Decreased -59.97%
1.91%
$4.729M
63,279 shares@ $74.74 avg price
AAPLApple Inc Com
Recent Activity
Decreased -11.13%
1.81%
$4.483M
17,900 shares@ $250.43 avg price
RSSTReturn Stacked U.s. Stocks & Managed Futures Etf
Recent Activity
New Position
1.21%
$2.999M
125,480 shares@ $23.9 avg price
SCHBSchwab U.s. Broad Market Etf
Recent Activity
Increased 208.19%
1.03%
$2.54M
111,897 shares@ $22.71 avg price
LLYEli Lilly & Co Com
Recent Activity
Decreased -10.4%
0.82%
$2.015M
2,610 shares@ $772.0 avg price