Catherine Dunnam

@Planned Solutions, Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$247.869M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MSFTMicrosoft Corp Com Recent Activity Increased 0.05%	0.76%	$1.873M 4,445 shares@ $421.47 avg price	Increased 0.05%
IVWIshares S&p 500 Growth Etf Recent Activity Increased 81.35%	0.73%	$1.785M 17,583 shares@ $101.54 avg price	Increased 81.35%
NVDANvidia Corporation Com Recent Activity Increased 4.85%	0.68%	$1.671M 12,440 shares@ $134.3 avg price	Increased 4.85%
DVYIshares Select Dividend Etf Recent Activity Increased 27.16%	0.53%	$1.296M 9,871 shares@ $131.29 avg price	Increased 27.16%
MTUMIshares Edge Msci Usa Momentum Factor Etf Recent Activity Increased 0.02%	0.45%	$1.108M 5,354 shares@ $206.94 avg price	Increased 0.02%
SCHFSchwab International Equity Etf Recent Activity Increased 114.29%	0.42%	$1.031M 55,705 shares@ $18.51 avg price	Increased 114.29%
SCHOSchwab Short-term Us Treasury Etf Recent Activity Increased 107.52%	0.33%	$809,583 33,648 shares@ $24.07 avg price	Increased 107.52%
GNMAIshares Gnma Bond Etf Recent Activity Increased 4.31%	0.32%	$776,204 18,081 shares@ $42.93 avg price	Increased 4.31%
IJHIshares Core S&p Mid-cap Etf Recent Activity Increased 0.31%	0.28%	$680,629 10,923 shares@ $62.32 avg price	Increased 0.31%
PGProcter And Gamble Co Com Recent Activity Increased 0.06%	0.26%	$643,715 3,840 shares@ $167.64 avg price	Increased 0.06%