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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
LRGFIshares U.s. Equity Factor Etf
Recent Activity
Decreased -3.37%
0.43%
$1.048M
17,364 shares@ $60.36 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Decreased -0.4%
0.36%
$873,172
1,483 shares@ $588.79 avg price
IBMInternational Business Machs Com
Recent Activity
Decreased -0.23%
0.34%
$826,121
3,758 shares@ $219.83 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Decreased -91.51%
0.34%
$821,213
17,173 shares@ $47.83 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -4.68%
0.32%
$775,662
4,073 shares@ $190.44 avg price
TIPIshares Tips Bond Etf
Recent Activity
Decreased -0.52%
0.31%
$752,350
7,061 shares@ $106.56 avg price
AGGIshares Core U.s. Aggregate Bond Etf
Recent Activity
Decreased -1.23%
0.24%
$591,090
6,100 shares@ $96.9 avg price
RPVInvesco S&p 500 Pure Value Etf
Recent Activity
Decreased -86.06%
0.24%
$571,029
6,330 shares@ $90.21 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -16.77%
0.22%
$526,033
3,637 shares@ $144.64 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -10.26%
0.2%
$489,732
5,420 shares@ $90.36 avg price