SEC Form 13F

Planning Strategies Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$160,326,179
Positions1,067

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD RUSSELL 1000 GROWTH ETFVONGETF$26,269,879205,539
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHIETF$15,995,292394,118
ISHARES CORE DIVIDEND GROWTH ETFDGROETF$15,563,902205,356
ISHARES MSCI INTL QUALITY FACTOR ETFIQLTETF$10,255,165206,966
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAFETF$5,620,820136,760
VANGUARD S&P 500 ETFVOOETF$4,421,2056,437
VANGUARD SHORT-TERM CORPORATE BOND ETFVCSHETF$4,259,99153,903
PACER US CASH COWS 100 ETFCOWZETF$3,933,30063,236
INVESCO S&P 100 EQUAL WEIGHT ETFEQWLETF$3,899,24230,222
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFVCITETF$3,638,17244,019

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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