PLANNING ALTERNATIVES LTD /ADV Q1 2024 Filing
Filed April 17, 2024
Portfolio Value
$608K
Holdings
49
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 1,234 | $0 | 0.00% | |
| 2 | SCHBSCHWAB STRATEGIC TR | 58,349 | $0 | 0.00% | |
| 3 | VIGVANGUARD SPECIALIZED FUNDS | 252,261 | $0 | 0.00% | |
| 4 | LRCXEURLAM RESEARCH CORP | 585 | $0 | 0.00% | |
| 5 | VMOINVESCO MUN OPPORTUNITY TR | 29,000 | $0 | 0.00% | |
| 6 | ESGDISHARES TR | 14,517 | $0 | 0.00% | |
| 7 | PNCPNC FINL SVCS GROUP INC | 1,688 | $0 | 0.00% | |
| 8 | LLYELI LILLY & CO | 447 | $0 | 0.00% | |
| 9 | ITWILLINOIS TOOL WKS INC | 1,227 | $0 | 0.00% | |
| 10 | CVXCHEVRON CORP NEW | 1,763 | $0 | 0.00% | |
| 11 | IWVISHARES TR | 7,826 | $0 | 0.00% | |
| 12 | ESGUISHARES TR | 26,182 | $0 | 0.00% | |
| 13 | DTEDTE ENERGY CO | 15,433 | $0 | 0.00% | |
| 14 | SCHASCHWAB STRATEGIC TR | 8,229 | $0 | 0.00% | |
| 15 | MSFTMICROSOFT CORP | 5,319 | $0 | 0.00% | |
| 16 | COMPCOMPASS INC | 140,933 | $0 | 0.00% | |
| 17 | IBMINTERNATIONAL BUSINESS MACHS | 2,869 | $0 | 0.00% | |
| 18 | AQLTISHARES TR | 8,138 | $0 | 0.00% | |
| 19 | AAPLAPPLE INC | 52,197 | $0 | 0.00% | |
| 20 | SCHMSCHWAB STRATEGIC TR | 9,040 | $0 | 0.00% | |
| 21 | 4I1PHILIP MORRIS INTL INC | 9,717 | $0 | 0.00% | |
| 22 | SCHFSCHWAB STRATEGIC TR | 384,332 | $0 | 0.00% | |
| 23 | PGPROCTER AND GAMBLE CO | 2,086 | $0 | 0.00% | |
| 24 | XCEMCOLUMBIA ETF TR II | 267,058 | $0 | 0.00% | |
| 25 | IJRISHARES TR | 300,287 | $0 | 0.00% | |
| 26 | JPUSJ P MORGAN EXCHANGE TRADED F | 516,253 | $0 | 0.00% | |
| 27 | VEAVANGUARD TAX-MANAGED FDS | 1,350,278 | $0 | 0.00% | |
| 28 | SCHDSCHWAB STRATEGIC TR | 23,479 | $0 | 0.00% | |
| 29 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,157 | $0 | 0.00% | |
| 30 | SPYSPDR S&P 500 ETF TR | 20,943 | $0 | 0.00% | |
| 31 | VOOVANGUARD INDEX FDS | 4,432 | $0 | 0.00% | |
| 32 | ESMLISHARES TR | 19,460 | $0 | 0.00% | |
| 33 | FFORD MTR CO DEL | 40,514 | $0 | 0.00% | |
| 34 | IVVISHARES TR | 416,537 | $0 | 0.00% | |
| 35 | SCHXSCHWAB STRATEGIC TR | 164,961 | $0 | 0.00% | |
| 36 | DGROISHARES TR | 5,505 | $0 | 0.00% | |
| 37 | CATHGLOBAL X FDS | 3,198 | $0 | 0.00% | |
| 38 | HONHONEYWELL INTL INC | 1,325 | $0 | 0.00% | |
| 39 | IJSISHARES TR | 10,715 | $0 | 0.00% | |
| 40 | MORNMORNINGSTAR INC | 2,205 | $0 | 0.00% | |
| 41 | MDLZMONDELEZ INTL INC | 12,857 | $0 | 0.00% | |
| 42 | NEARISHARES U S ETF TR | 62,273 | $0 | 0.00% | |
| 43 | GGGGRACO INC | 8,836 | $0 | 0.00% | |
| 44 | IWFISHARES TR | 3,855 | $0 | 0.00% | |
| 45 | VTVANGUARD INTL EQUITY INDEX F | 26,889 | $0 | 0.00% | |
| 46 | IJHISHARES TR | 1,161,878 | $0 | 0.00% | |
| 47 | VTVVANGUARD INDEX FDS | 51,643 | $0 | 0.00% | |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,613 | $0 | 0.00% | |
| 49 | VUGVANGUARD INDEX FDS | 40,533 | $0 | 0.00% |