Planned Solutions, Inc.

Q2 2025 13F Holdings

Location
Folsom, CA
Holdings as of
6/30/2025
Value ($000)
$262,857
Num holdings
123
Date filed
7/29/2025
Form type
13F-HR
Prev filing
4/9/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type