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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
CMFIshares California Muni Bond Etf
Recent Activity
Exited
0%
$185,952
3,200 shares@ $58.11 avg price
EOGEog Res Inc Com
Recent Activity
Exited
0%
$180,707
1,470 shares@ $122.93 avg price
BXBlackstone Inc Com
Recent Activity
Exited
0%
$178,595
1,166 shares@ $153.17 avg price
PEGPublic Svc Enterprise Grp Inc Com
Recent Activity
Exited
0%
$176,190
1,975 shares@ $89.22 avg price
STLDSteel Dynamics Inc Com
Recent Activity
Exited
0%
$174,999
1,388 shares@ $126.08 avg price
ITBIshares U.s. Home Construction Etf
Recent Activity
Exited
0%
$174,127
1,370 shares@ $127.1 avg price
VLOValero Energy Corp Com
Recent Activity
Exited
0%
$171,353
1,269 shares@ $135.03 avg price
VLUEIshares Msci Usa Value Factor Etf
Recent Activity
Exited
0%
$171,193
1,570 shares@ $109.05 avg price
SHELShell Plc Spon Ads
Recent Activity
Exited
0%
$169,162
2,565 shares@ $65.96 avg price
FNDASchwab Fundamental U.s. Small Company Etf
Recent Activity
Exited
0%
$167,749
2,816 shares@ $59.57 avg price