PLANNING ALTERNATIVES LTD /ADV Q1 2023 Filing
Filed May 4, 2023
Portfolio Value
$513K
Holdings
47
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 84,522 | $0 | 0.00% | |
| 2 | VIGVANGUARD SPECIALIZED FUNDS | 254,116 | $0 | 0.00% | |
| 3 | VMOINVESCO MUN OPPORTUNITY TR | 20,000 | $0 | 0.00% | |
| 4 | ESGDISHARES TR | 14,220 | $0 | 0.00% | |
| 5 | ITWILLINOIS TOOL WKS INC | 1,227 | $0 | 0.00% | |
| 6 | CVXCHEVRON CORP NEW | 1,809 | $0 | 0.00% | |
| 7 | IWVISHARES TR | 7,574 | $0 | 0.00% | |
| 8 | ESGUISHARES TR | 25,929 | $0 | 0.00% | |
| 9 | SCHASCHWAB STRATEGIC TR | 8,374 | $0 | 0.00% | |
| 10 | MSFTMICROSOFT CORP | 5,251 | $0 | 0.00% | |
| 11 | MCDMCDONALDS CORP | 758 | $0 | 0.00% | |
| 12 | IBMINTERNATIONAL BUSINESS MACHS | 3,424 | $0 | 0.00% | |
| 13 | AQLTISHARES TR | 8,994 | $0 | 0.00% | |
| 14 | AAPLAPPLE INC | 51,665 | $0 | 0.00% | |
| 15 | SCHMSCHWAB STRATEGIC TR | 12,428 | $0 | 0.00% | |
| 16 | 4I1PHILIP MORRIS INTL INC | 9,717 | $0 | 0.00% | |
| 17 | SCHFSCHWAB STRATEGIC TR | 405,346 | $0 | 0.00% | |
| 18 | PGPROCTER AND GAMBLE CO | 2,002 | $0 | 0.00% | |
| 19 | XCEMCOLUMBIA ETF TR II | 255,119 | $0 | 0.00% | |
| 20 | IJRISHARES TR | 298,142 | $0 | 0.00% | |
| 21 | JPUSJ P MORGAN EXCHANGE TRADED F | 513,392 | $0 | 0.00% | |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 1,372,302 | $0 | 0.00% | |
| 23 | DNPDNP SELECT INCOME FD INC | 14,289 | $0 | 0.00% | |
| 24 | SCHDSCHWAB STRATEGIC TR | 24,969 | $0 | 0.00% | |
| 25 | JPSTJ P MORGAN EXCHANGE TRADED F | 6,154 | $0 | 0.00% | |
| 26 | SPYSPDR S&P 500 ETF TR | 23,073 | $0 | 0.00% | |
| 27 | VOOVANGUARD INDEX FDS | 532 | $0 | 0.00% | |
| 28 | ESMLISHARES TR | 19,023 | $0 | 0.00% | |
| 29 | FFORD MTR CO DEL | 39,451 | $0 | 0.00% | |
| 30 | IVVISHARES TR | 432,446 | $0 | 0.00% | |
| 31 | NYCBEURNEW YORK CMNTY BANCORP INC | 26,968 | $0 | 0.00% | |
| 32 | LULULULULEMON ATHLETICA INC | 834 | $0 | 0.00% | |
| 33 | SYKSTRYKER CORPORATION | 982 | $0 | 0.00% | |
| 34 | SCHXSCHWAB STRATEGIC TR | 184,426 | $0 | 0.00% | |
| 35 | DGROISHARES TR | 5,979 | $0 | 0.00% | |
| 36 | HONHONEYWELL INTL INC | 1,216 | $0 | 0.00% | |
| 37 | IJSISHARES TR | 10,834 | $0 | 0.00% | |
| 38 | MORNMORNINGSTAR INC | 2,270 | $0 | 0.00% | |
| 39 | MDLZMONDELEZ INTL INC | 17,772 | $0 | 0.00% | |
| 40 | NEARISHARES U S ETF TR | 115,970 | $0 | 0.00% | |
| 41 | GGGGRACO INC | 11,616 | $0 | 0.00% | |
| 42 | IWFISHARES TR | 3,855 | $0 | 0.00% | |
| 43 | VTVANGUARD INTL EQUITY INDEX F | 26,465 | $0 | 0.00% | |
| 44 | IJHISHARES TR | 231,981 | $0 | 0.00% | |
| 45 | VTVVANGUARD INDEX FDS | 53,362 | $0 | 0.00% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,764 | $0 | 0.00% | |
| 47 | VUGVANGUARD INDEX FDS | 41,859 | $0 | 0.00% |