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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
MSFTMicrosoft Corp Com
Recent Activity
Increased 0.05%
0.76%
$1.873M
4,445 shares@ $421.47 avg price
FILLIshares Msci Global Energy Producers Etf
Recent Activity
Decreased -27.82%
0.75%
$1.849M
80,967 shares@ $22.84 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
Increased 81.35%
0.73%
$1.785M
17,583 shares@ $101.54 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 4.85%
0.68%
$1.671M
12,440 shares@ $134.3 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Decreased -0.15%
0.63%
$1.544M
6,988 shares@ $220.96 avg price
SCHASchwab U.s. Small-cap Etf
Recent Activity
Decreased -51.49%
0.6%
$1.47M
56,845 shares@ $25.86 avg price
DVYIshares Select Dividend Etf
Recent Activity
Increased 27.16%
0.53%
$1.296M
9,871 shares@ $131.29 avg price
METAMeta Platforms Inc Cl A
Recent Activity
0.46%
$1.116M
1,906 shares@ $585.51 avg price
MTUMIshares Edge Msci Usa Momentum Factor Etf
Recent Activity
Increased 0.02%
0.45%
$1.108M
5,354 shares@ $206.94 avg price
LRGFIshares U.s. Equity Factor Etf
Recent Activity
Decreased -3.37%
0.43%
$1.048M
17,364 shares@ $60.36 avg price