Catherine Dunnam

@Planned Solutions, Inc.

Latest period2024 - Q4

Reported2d 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
QCOMQualcomm Inc Com Recent Activity Exited	0%	$167,564 985 shares@ $170.12 avg price	Exited
SBUXStarbucks Corp Com Recent Activity Exited	0%	$164,021 1,682 shares@ $97.52 avg price	Exited
GOOGLAlphabet Inc Cap Stk Cl A Recent Activity Exited	0%	$162,367 979 shares@ $165.85 avg price	Exited
AFLAflac Inc Com Recent Activity Exited	0%	$162,110 1,450 shares@ $111.8 avg price	Exited
BKEBuckle Inc Com Recent Activity Exited	0%	$160,271 3,645 shares@ $43.98 avg price	Exited
SCHVSchwab U.s. Large-cap Value Etf Recent Activity Exited	0%	$157,525 1,960 shares@ $80.37 avg price	Exited
CEGConstellation Energy Corp Com Recent Activity Exited	0%	$157,052 604 shares@ $260.02 avg price	Exited
CBOECboe Global Mkts Inc Com Recent Activity Exited	0%	$155,701 760 shares@ $204.87 avg price	Exited
DFAUDimensional Us Core Equity Market Etf Recent Activity Exited	0%	$155,148 3,909 shares@ $39.69 avg price	Exited
ESNTEssent Group Ltd Com Recent Activity Exited	0%	$153,332 2,385 shares@ $64.3 avg price	Exited