Planning Directions Inc Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the ever-changing world of finance, it's essential to keep a close eye on the movements and shifts within the market. One such way to gauge these changes is through 13F filings, which provide valuable insights into the holdings of various funds. In this article, we will explore the Q1 2023 vs. Q2 2023 13F holdings comparison for Planning Directions Inc, shedding light on the changes in their portfolio during this period.

VANGUARD BD INDEX FDS - BSV

Starting off our analysis, we look at BSV, an issuer in the Vanguard BD Index FDS. In Q1 2023, BSV held 265,555 shares, with a value of $20,312,000. However, in the subsequent quarter, Q2 2023, their holdings slightly decreased by 1.4%, with 264,986 shares valued at $20,025,000. This dip in holdings indicates a minor reallocation or a reduction in their position.

SCHWAB STRATEGIC TR - SCHD

Moving on to SCHD, an issuer in the Schwab Strategic TR, we witness a significant change in their holdings. In Q1 2023, they held 181,521 shares, valued at $13,280,000. However, in Q2 2023, their holdings saw a significant increase of 39.2%, with 254,550 shares valued at $18,485,000. This growth in holdings indicates a strong confidence in the assets of the Schwab Strategic TR.

VANGUARD SPECIALIZED FUNDS - VIG

Next, we direct our attention to VIG, an issuer in the Vanguard Specialized Funds. Their holdings experienced a notable decrease between Q1 2023 and Q2 2023. In Q1 2023, they held 118,406 shares, valued at $18,236,000. However, in the subsequent quarter, Q2 2023, their holdings decreased by 15.5% to 94,813 shares, with a value of $15,401,000. This decrease might indicate a strategic reshuffling of assets within the Vanguard Specialized Funds.

APPLE INC - AAPL

Now let's delve into the holdings of Apple Inc, a familiar name in the technology sector. In both Q1 2023 and Q2 2023, their holdings remained relatively stable. They held 43,939 shares in both quarters, with a value of $7,245,000 in Q1 and $8,521,000 in Q2. This steady position suggests that Planning Directions Inc is confident in Apple's performance and potential for growth.

VANGUARD SCOTTSDALE FDS - VCSH

Shifting our focus to VCSH, an issuer in the Vanguard Scottsdale FDS, we observe a positive change in holdings. In Q1 2023, they held 90,491 shares, valued at $6,898,000. By Q2 2023, their holdings increased by 12.8% to 102,870 shares, with a value of $7,783,000. This boost in holdings signifies a vote of confidence in the assets of Vanguard Scottsdale FDS.

These are just a few highlights from our comprehensive analysis of Planning Directions Inc's Q1 2023 vs. Q2 2023 13F holdings comparison. By examining the fluctuations in holdings across various issuers and funds, we gain valuable insights into their investment strategies. It's crucial for investors and market watchers to keep a close eye on these changes to make informed decisions. Stay tuned for more updates on the ever-evolving financial landscape.