PLANNING ALTERNATIVES LTD /ADV

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Birmingham, MI
CIK
0000712011
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 49 570,949 IVV, VEA, IJH, JPUS 13F-HR 1/23/2024 000090572924000020
Q3 2023 46 515,976 IVV, VEA, IJH, JPUS 13F-HR 10/17/2023 000090572923000145
Q2 2023 45 543,557 IVV, VEA, IJH, JPUS 13F-HR 7/18/2023 000090572923000116
Q1 2023 47 513,978 IVV, VEA, IJH, JPUS 13F-HR 5/4/2023 000090572923000081
Q4 2022 46 549,298 IVV, NEAR, IJH, VEA 13F-HR 1/19/2023 000090572923000023
Q3 2022 41 480,084 IVV, VEA, IJH, JPUS 13F-HR 10/12/2022 000090572922000209
Q2 2022 45 530,924 IVV, VEA, IJH, JPUS 13F-HR 7/20/2022 000090572922000164
Q1 2022 46 626,142 IVV, VEA, IJH, JPUS 13F-HR 4/28/2022 000090572922000110
Q4 2021 47 648,476 IVV, VEA, IJH, JPUS 13F-HR 1/25/2022 000090572922000019
Q3 2021 45 606,679 IVV, VEA, IJH, JPUS RESTATEMENT 11/10/2021 000090572921000203
Q2 2021 44 612,026 IVV, VEA, IJH, JPUS 13F-HR 7/15/2021 000090572921000160
Q1 2021 46 600,480 IVV, VEA, IJH, JPUS 13F-HR 4/14/2021 000090572921000097
Q4 2020 43 563,956 IVV, VEA, VIG, IJH 13F-HR 1/29/2021 000090572921000021
Q3 2020 45 532,659 IVV, VEA, VIG, BND 13F-HR 10/14/2020 000090572920000218
Q2 2020 44 493,571 IVV, VEA, VIG, SCHX 13F-HR 7/24/2020 000090572920000180
Q1 2020 42 430,589 IVV, VEA, VIG, BND 13F-HR 5/4/2020 000090572920000096
Q4 2019 51 573,494 IVV, VEA, FTSM, VIG 13F-HR 1/27/2020 000090572920000028
Q3 2019 50 546,603 IVV, FTSM, VEA, VIG 13F-HR 10/16/2019 000090572919000200
Q2 2019 51 547,414 IVV, FTSM, VEA, VIG 13F-HR 7/24/2019 000090572919000148
Q1 2019 45 546,703 IVV, FTSM, VEA, VIG 13F-HR 5/6/2019 000090572919000113
Q4 2018 48 478,791 IVV, VEA, VIG, BND 13F-HR 2/7/2019 000090572919000022
Q3 2018 50 585,233 IVV, VEA, VIG, SCHB 13F-HR 10/29/2018 000090572918000167
Q2 2018 50 562,448 IVV, VEA, VIG, SCHB 13F-HR 7/26/2018 000090572918000131
Q1 2018 37 550,145 IVV, VEA, VIG, SCHB 13F-HR 5/1/2018 000090572918000097
Q4 2017 54 560,098 IVV, VEA, VIG, SCHB 13F-HR 2/2/2018 000090572918000024
Q3 2017 53 537,771 IVV, VEA, SCHB, VIG 13F-HR 10/19/2017 000090572917000280
Q2 2017 52 523,644 IVV, VEA, SCHB, VIG 13F-HR 7/31/2017 000090572917000238
Q1 2017 55 515,797 IVV, VEA, SCHB, VIG 13F-HR 5/3/2017 000090572917000181
Q4 2016 52 484,444 IVV, VEA, SCHB, VIG 13F-HR 2/1/2017 000090572917000047
Q3 2016 50 466,885 IVV, VEA, SCHB, VIG 13F-HR 10/25/2016 000090572916000728
Q2 2016 52 459,464 IVV, VEA, SCHB, VIG 13F-HR 8/2/2016 000090572916000630
Q1 2016 51 452,541 IVV, VEA, SCHB, VIG 13F-HR 5/4/2016 000090572916000538
Q4 2015 55 430,055 SCHB, IVV, VIG, VXUS 13F-HR 1/26/2016 000090572916000382
Q3 2015 46 407,239 SCHB, IVV, VXUS, VIG 13F-HR 10/23/2015 000090572915000302
Q2 2015 45 474,306 SCHB, IVV, VXUS, VIG 13F-HR 7/30/2015 000090572915000245
Q1 2015 44 440,808 SCHB, IVV, VXUS, VIG 13F-HR 4/30/2015 000090572915000162
Q4 2014 47 465,858 SCHB, VXUS, IVV, VIG 13F-HR 1/30/2015 000090572915000021
Q3 2014 47 406,684 SCHB, VXUS, IVV, VIG 13F-HR 11/13/2014 000090572914000307
Q2 2014 47 404,533 SCHB, VXUS, IVV, VIG 13F-HR 8/11/2014 000090572914000263
Q1 2014 48 341,505 SCHB, VXUS, VIG, VUG 13F-HR 4/30/2014 000090572914000158
Q4 2013 39 328,048 SCHB, VXUS, VIG, VUG 13F-HR 1/16/2014 000090572914000031
Additional filings from Planning Alternatives Ltd /Adv that have since been restated