PLANNING ALTERNATIVES LTD /ADV Q4 2022 Filing
Filed January 19, 2023
Portfolio Value
$549K
Holdings
46
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHBSCHWAB STRATEGIC TR | 86,535 | $0 | 0.00% | |
| 2 | VIGVANGUARD SPECIALIZED FUNDS | 253,547 | $0 | 0.00% | |
| 3 | VMOINVESCO MUN OPPORTUNITY TR | 20,000 | $0 | 0.00% | |
| 4 | ESGDISHARES TR | 14,220 | $0 | 0.00% | |
| 5 | ITWILLINOIS TOOL WKS INC | 1,227 | $0 | 0.00% | |
| 6 | CVXCHEVRON CORP NEW | 1,809 | $0 | 0.00% | |
| 7 | IWVISHARES TR | 7,574 | $0 | 0.00% | |
| 8 | ESGUISHARES TR | 25,929 | $0 | 0.00% | |
| 9 | SCHASCHWAB STRATEGIC TR | 8,095 | $0 | 0.00% | |
| 10 | MSFTMICROSOFT CORP | 4,280 | $0 | 0.00% | |
| 11 | IBMINTERNATIONAL BUSINESS MACHS | 2,869 | $0 | 0.00% | |
| 12 | VWOVANGUARD INTL EQUITY INDEX F | 59,247 | $0 | 0.00% | |
| 13 | AQLTISHARES TR | 8,420 | $0 | 0.00% | |
| 14 | AAPLAPPLE INC | 52,721 | $0 | 0.00% | |
| 15 | SCHMSCHWAB STRATEGIC TR | 14,164 | $0 | 0.00% | |
| 16 | 4I1PHILIP MORRIS INTL INC | 9,717 | $0 | 0.00% | |
| 17 | SCHFSCHWAB STRATEGIC TR | 411,371 | $0 | 0.00% | |
| 18 | PGPROCTER AND GAMBLE CO | 2,121 | $0 | 0.00% | |
| 19 | XCEMCOLUMBIA ETF TR II | 182,515 | $0 | 0.00% | |
| 20 | CSXCSX CORP | 6,684 | $0 | 0.00% | |
| 21 | IJRISHARES TR | 296,610 | $0 | 0.00% | |
| 22 | JPUSJ P MORGAN EXCHANGE TRADED F | 511,489 | $0 | 0.00% | |
| 23 | VEAVANGUARD TAX-MANAGED FDS | 1,321,855 | $0 | 0.00% | |
| 24 | DNPDNP SELECT INCOME FD INC | 14,289 | $0 | 0.00% | |
| 25 | SCHDSCHWAB STRATEGIC TR | 24,956 | $0 | 0.00% | |
| 26 | JPSTJ P MORGAN EXCHANGE TRADED F | 28,630 | $0 | 0.00% | |
| 27 | SPYSPDR S&P 500 ETF TR | 23,085 | $0 | 0.00% | |
| 28 | ESMLISHARES TR | 19,023 | $0 | 0.00% | |
| 29 | FFORD MTR CO DEL | 41,158 | $0 | 0.00% | |
| 30 | IVVISHARES TR | 430,812 | $0 | 0.00% | |
| 31 | LULULULULEMON ATHLETICA INC | 834 | $0 | 0.00% | |
| 32 | SYKSTRYKER CORPORATION | 982 | $0 | 0.00% | |
| 33 | SCHXSCHWAB STRATEGIC TR | 192,502 | $0 | 0.00% | |
| 34 | DGROISHARES TR | 5,991 | $0 | 0.00% | |
| 35 | HONHONEYWELL INTL INC | 1,216 | $0 | 0.00% | |
| 36 | IJSISHARES TR | 10,834 | $0 | 0.00% | |
| 37 | MORNMORNINGSTAR INC | 2,270 | $0 | 0.00% | |
| 38 | MDLZMONDELEZ INTL INC | 17,772 | $0 | 0.00% | |
| 39 | NEARISHARES U S ETF TR | 1,200,605 | $0 | 0.00% | |
| 40 | GGGGRACO INC | 13,616 | $0 | 0.00% | |
| 41 | IWFISHARES TR | 3,855 | $0 | 0.00% | |
| 42 | VTVANGUARD INTL EQUITY INDEX F | 146,676 | $0 | 0.00% | |
| 43 | IJHISHARES TR | 231,178 | $0 | 0.00% | |
| 44 | VTVVANGUARD INDEX FDS | 53,362 | $0 | 0.00% | |
| 45 | BRK/BBERKSHIRE HATHAWAY INC DEL | 920 | $0 | 0.00% | |
| 46 | VUGVANGUARD INDEX FDS | 41,813 | $0 | 0.00% |