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Catherine Dunnam

Planned Solutions, Inc.

Assets Managed
$305.567M
Holdings
138
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-1.98%(2Q avg: 2.61%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Planned Solutions, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 138 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 2026 - Q1, they manage 305.567M in assets, with a quarterly growth rate of -1.98% and a 2-quarter average growth rate of 2.61%. The portfolio is managed by Catherine Dunnam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 5.34%
10.63%
$32.461M
227,909 shares@ $142.44 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -0.61%
9.52%
$29.061M
1.043M shares@ $27.86 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -0.08%
9.23%
$28.187M
291,485 shares@ $96.7 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 2.62%
8.04%
$24.559M
533,069 shares@ $46.08 avg price
GARP
Ishares Msci Usa Quality Gar
Recent Activity
Increased 2.37%
5.05%
$15.406M
240,831 shares@ $63.97 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 2.9%
4.87%
$14.873M
131,489 shares@ $113.12 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.87%
4.05%
$12.352M
21,400 shares@ $577.18 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 4.07%
3.97%
$12.107M
133,736 shares@ $90.53 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 1.49%
2.82%
$8.592M
77,776 shares@ $110.48 avg price
JVAL
Jpmorgan Us Value Factor Etf
Recent Activity
Decreased -0.69%
2.31%
$7.056M
144,411 shares@ $48.86 avg price

1-10 of 138