Avoid Fraud, Get The Facts, And Find The Best
Legal Name: PLANNING DIRECTIONS, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 15, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD BD INDEX FD INC (921937827)
|
294,434 |
$23,711k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
99,628 |
$8,038k |
|
|
ISHARES TR MIN VOL EAFE ETF (46429B689)
|
101,860 |
$7,399k |
|
|
VANGUARD WORLD FD (921910840)
|
54,071 |
$4,353k |
|
|
VANGUARD GROUP (921908844)
|
37,386 |
$4,305k |
|
|
Apple Inc (037833100)
|
18,429 |
$3,647k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
34,107 |
$3,441k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
61,765 |
$3,278k |
|
|
VANGUARD SCOTTSDALE FDS (92206C706)
|
38,450 |
$2,537k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
38,486 |
$2,235k |
|
|
ISHARES TR (464287671)
|
33,239 |
$2,083k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V373)
|
15,098 |
$2,020k |
|
|
FIRST TR VALUE LINE DIVID IN (33734H106)
|
54,771 |
$1,848k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
15,055 |
$1,676k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
9,929 |
$1,555k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
9,507 |
$1,553k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
8,577 |
$1,492k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
8,740 |
$1,461k |
|
|
VICTORY PORTFOLIOS II (92647N766)
|
25,542 |
$1,340k |
|
|
Boeing Co/The (097023105)
|
3,628 |
$1,320k |
|
|
ISHARES TR (46429B697)
|
20,846 |
$1,287k |
|
|
ISHARES TR US AER DEF ETF (464288760)
|
5,767 |
$1,235k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
8,961 |
$1,170k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
7,697 |
$1,149k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
4,195 |
$885k |
|
|
ISHARE (464287754)
|
5,347 |
$846k |
|
|
SPDR SERIES TRUST (78464A631)
|
8,005 |
$832k |
|
|
ISHARES TR US HLTHCARE ETF (464287762)
|
4,223 |
$825k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
9,782 |
$766k |
|
|
CONSTELLATION BRANDS (21036P108)
|
3,679 |
$725k |
|
|
Exxon Mobil Corp (30231G102)
|
8,887 |
$681k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
2,519 |
$678k |
|
|
COMCAST CORP (20030N101)
|
16,032 |
$678k |
|
|
ISHARES TR (464287580)
|
2,466 |
$537k |
|
|
VANGUARD INDEX FDS SML CP GRW ETF (922908595)
|
2,734 |
$509k |
|
|
MCDONALDS CORP (580135101)
|
2,095 |
$435k |
|
|
PFIZER INC (717081103)
|
9,952 |
$431k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
6,265 |
$417k |
|
|
AT&T INC (00206R102)
|
12,330 |
$413k |
|
|
HOME DEPOT INC (437076102)
|
1,928 |
$401k |
|
|
VANGUARD SCOTTSDALE FDS (92206C102)
|
5,802 |
$353k |
|
|
MICROSOFT CORP (594918104)
|
2,418 |
$324k |
|
|
ISHARES TR (464288406)
|
1,989 |
$313k |
|
|
VANGUARD WORLD FDS (92204A306)
|
3,617 |
$307k |
|
|
DISNEY WALT CO (254687106)
|
2,040 |
$285k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,470 |
$285k |
|
|
ABBVIE INC (00287Y109)
|
3,730 |
$271k |
|
|
PEPSICO INC (713448108)
|
1,995 |
$262k |
|
|
DIAGEO P L C (25243Q205)
|
1,522 |
$262k |
|
|
INVESCO EXCHANGE TRADED FD TR S&P500 EQL UTL (46137V274)
|
2,542 |
$251k |
|
|
LOWES CO (548661107)
|
2,385 |
$241k |
|
|
AQUA AMERICA INC (03836W103)
|
5,759 |
$238k |
|
|
CISCO SYSTEMS INC (17275R102)
|
4,108 |
$225k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,050 |
$224k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
716 |
$211k |
|
|
PROCTER & GAMBLE CO (742718109)
|
1,880 |
$206k |
|
|
SIRIUS XM HLDG (82968B103)
|
14,344 |
$80k |
|
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