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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
IJHIshares Core S&p Mid-cap Etf
Recent Activity
Increased 0.31%
0.28%
$680,629
10,923 shares@ $62.32 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 0.06%
0.26%
$643,715
3,840 shares@ $167.64 avg price
QUALIshares Msci Usa Quality Factor Etf
Recent Activity
Increased 117.38%
0.26%
$621,677
3,491 shares@ $178.08 avg price
VTVVanguard Value Etf
Recent Activity
0.25%
$603,216
3,563 shares@ $169.31 avg price
AGGIshares Core U.s. Aggregate Bond Etf
Recent Activity
Decreased -1.23%
0.24%
$591,090
6,100 shares@ $96.9 avg price
ANETArista Networks Inc Com Shs
Recent Activity
New Position
0.24%
$588,462
5,324 shares@ $110.54 avg price
IDVIshares International Select Dividend Etf
Recent Activity
Increased 2.58%
0.24%
$588,326
21,487 shares@ $27.39 avg price
MCDMcdonalds Corp Com
Recent Activity
0.24%
$584,128
2,015 shares@ $289.89 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Increased 226.79%
0.24%
$579,670
21,218 shares@ $27.32 avg price
RPVInvesco S&p 500 Pure Value Etf
Recent Activity
Decreased -86.06%
0.24%
$571,029
6,330 shares@ $90.21 avg price