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
PRDOPerdoceo Ed Corp Com Recent Activity Exited	0%	$120,207 5,405 shares@ $22.24 avg price	Exited
ASMLAsml Holding N V N Y Registry Shs Recent Activity Exited	0%	$119,988 144 shares@ $833.25 avg price	Exited
ORCLOracle Corp Com Recent Activity Exited	0%	$119,280 700 shares@ $170.4 avg price	Exited
FNDFSchwab Fundamental International Equity Etf Recent Activity Exited	0%	$118,052 3,159 shares@ $37.38 avg price	Exited
VTCVanguard Total Corporate Bond Etf Recent Activity Exited	0%	$117,205 1,478 shares@ $79.3 avg price	Exited
LEN.BLennar Corp Cl B Recent Activity Exited	0%	$116,735 675 shares@ $172.95 avg price	Exited
ACNAccenture Plc Ireland Shs Class A Recent Activity Exited	0%	$116,648 330 shares@ $353.48 avg price	Exited
JPSTJpmorgan Ultra-short Income Etf Recent Activity Exited	0%	$114,672 2,260 shares@ $50.74 avg price	Exited
HLIHoulihan Lokey Inc Cl A Recent Activity Exited	0%	$114,090 722 shares@ $158.02 avg price	Exited
VBVanguard Small-cap Etf Recent Activity Exited	0%	$113,386 478 shares@ $237.21 avg price	Exited