Planned Solutions, Inc.

Q3 2025 13F Holdings

Location
Folsom, CA
Holdings as of
9/30/2025
Value ($000)
$290,812
Num holdings
138
Date filed
10/23/2025
Form type
13F-HR
Prev filing
7/29/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type