0000905729-22-000019.txt : 20220125 0000905729-22-000019.hdr.sgml : 20220125 20220125135306 ACCESSION NUMBER: 0000905729-22-000019 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220125 DATE AS OF CHANGE: 20220125 EFFECTIVENESS DATE: 20220125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PLANNING ALTERNATIVES LTD /ADV CENTRAL INDEX KEY: 0000712011 IRS NUMBER: 382435260 STATE OF INCORPORATION: MI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15145 FILM NUMBER: 22552861 BUSINESS ADDRESS: STREET 1: 36800 WOODWARD AVENUE STREET 2: SUITE 200 CITY: BLOOMFIELD HILLS STATE: MI ZIP: 48304 BUSINESS PHONE: 2486451520 MAIL ADDRESS: STREET 1: 36800 WOODWARD AVENUE STREET 2: SUITE 200 CITY: BLOOMFIELD HILLS STATE: MI ZIP: 48304 FORMER COMPANY: FORMER CONFORMED NAME: PLANNING ALTERNATIVES LTD DATE OF NAME CHANGE: 20120227 FORMER COMPANY: FORMER CONFORMED NAME: PLANNING ALTERNATIVES LTD /ADV DATE OF NAME CHANGE: 19830106 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000712011 XXXXXXXX 12-31-2021 12-31-2021 false PLANNING ALTERNATIVES LTD /ADV

36800 Woodward Avenue Suite 200 Bloomfield Hills MI 48304

13F HOLDINGS REPORT 028-15145 N Taylor Tucker 248-645-1520 /s/ Taylor Tucker Bloomfield Hills MI 01-24-2022 0 47 648476 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 204211 428125 SH SOLE 0 0 428125 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 83078 1627073 SH SOLE 0 0 1627073 ISHARES TR CORE S&P MCP ETF 464287507 62506 220807 SH SOLE 0 0 220807 J P MORGAN EXCHANGE-TRADED F JPMORGAN DIVER 46641Q407 55777 525996 SH SOLE 0 0 525996 ISHARES TR CORE S&P SCP ETF 464287804 45227 394961 SH SOLE 0 0 394961 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 44246 257621 SH SOLE 0 0 257621 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 31652 639944 SH SOLE 0 0 639944 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 17829 458686 SH SOLE 0 0 458686 VANGUARD INDEX FDS GROWTH ETF 922908736 13944 43452 SH SOLE 0 0 43452 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 13287 116735 SH SOLE 0 0 116735 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 12977 79250 SH SOLE 0 0 79250 SPDR S&P 500 ETF TR TR UNIT 78462F103 11208 23598 SH SOLE 0 0 23598 APPLE INC COM 037833100 9462 53288 SH SOLE 0 0 53288 VANGUARD INDEX FDS VALUE ETF 922908744 8524 57940 SH SOLE 0 0 57940 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6270 55484 SH SOLE 0 0 55484 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 3962 78488 SH SOLE 0 0 78488 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2323 28743 SH SOLE 0 0 28743 ISHARES TR RUSSELL 3000 ETF 464287689 2102 7574 SH SOLE 0 0 7574 MICROSOFT CORP COM 594918104 1680 4996 SH SOLE 0 0 4996 ISHARES TR ESG AWR MSCI USA 46435G425 1463 13557 SH SOLE 0 0 13557 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1327 16504 SH SOLE 0 0 16504 ISHARES TR RUS 1000 GRW ETF 464287614 1324 4334 SH SOLE 0 0 4334 MONDELEZ INTL INC CL A 609207105 1278 19277 SH SOLE 0 0 19277 GRACO INC COM 384109104 1269 15746 SH SOLE 0 0 15746 ISHARES TR SP SMCP600VL ETF 464287879 1134 10852 SH SOLE 0 0 10852 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1105 10791 SH SOLE 0 0 10791 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 963 32509 SH SOLE 0 0 32509 PHILIP MORRIS INTL INC COM 718172109 948 9982 SH SOLE 0 0 9982 FORD MTR CO DEL COM 345370860 860 41383 SH SOLE 0 0 41383 ISHARES TR CORE MSCI EAFE 46432F842 791 10595 SH SOLE 0 0 10595 LULULEMON ATHLETICA INC COM 550021109 719 1837 SH SOLE 0 0 1837 ISHARES TR ESG AW MSCI EAFE 46435G516 549 6904 SH SOLE 0 0 6904 ISHARES TR ESG AWARE MSCI 46435U663 411 10185 SH SOLE 0 0 10185 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 402 1344 SH SOLE 0 0 1344 INTERNATIONAL BUSINESS MACHS COM 459200101 386 2888 SH SOLE 0 0 2888 PROCTER AND GAMBLE CO COM 742718109 382 2336 SH SOLE 0 0 2336 ISHARES TR CORE DIV GRWTH 46434V621 356 6398 SH SOLE 0 0 6398 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 339 4000 SH SOLE 0 0 4000 HONEYWELL INTL INC COM 438516106 333 1599 SH SOLE 0 0 1599 ILLINOIS TOOL WKS INC COM 452308109 303 1227 SH SOLE 0 0 1227 ISHARES TR CORE S&P TTL STK 464287150 278 2597 SH SOLE 0 0 2597 STRYKER CORPORATION COM 863667101 252 941 SH SOLE 0 0 941 CHEVRON CORP NEW COM 166764100 249 2123 SH SOLE 0 0 2123 CISCO SYS INC COM 17275R102 222 3498 SH SOLE 0 0 3498 ISHARES INC ESG AWR MSCI EM 46434G863 210 5274 SH SOLE 0 0 5274 VERISIGN INC COM 92343E102 203 800 SH SOLE 0 0 800 DNP SELECT INCOME FD INC COM 23325P104 155 14289 SH SOLE 0 0 14289