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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
SCHFSchwab International Equity Etf
Recent Activity
Increased 114.29%
0.42%
$1.031M
55,705 shares@ $18.51 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Decreased -0.4%
0.36%
$873,172
1,483 shares@ $588.79 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
0.36%
$868,031
1,915 shares@ $453.28 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
SCHOSchwab Short-term Us Treasury Etf
Recent Activity
Increased 107.52%
0.33%
$809,583
33,648 shares@ $24.07 avg price
GNMAIshares Gnma Bond Etf
Recent Activity
Increased 4.31%
0.32%
$776,204
18,081 shares@ $42.93 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
AXONAxon Enterprise Inc Com
Recent Activity
0.29%
$695,949
1,171 shares@ $594.33 avg price