0000905729-22-000110.txt : 20220428 0000905729-22-000110.hdr.sgml : 20220428 20220428125218 ACCESSION NUMBER: 0000905729-22-000110 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220428 DATE AS OF CHANGE: 20220428 EFFECTIVENESS DATE: 20220428 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: 22864531 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 03-31-2022 03-31-2022 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 04-27-2022 0 46 626142 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 189779 418302 SH SOLE 0 0 418302 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 79715 1659695 SH SOLE 0 0 1659695 ISHARES TR CORE S&P MCP ETF 464287507 60466 225332 SH SOLE 0 0 225332 J P MORGAN EXCHANGE-TRADED F JPMORGAN DIVER 46641Q407 55201 528391 SH SOLE 0 0 528391 ISHARES TR CORE S&P SCP ETF 464287804 50597 469015 SH SOLE 0 0 469015 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 42481 261974 SH SOLE 0 0 261974 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 29208 633167 SH SOLE 0 0 633167 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 16558 450910 SH SOLE 0 0 450910 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 12528 326948 SH SOLE 0 0 326948 VANGUARD INDEX FDS GROWTH ETF 922908736 12377 43037 SH SOLE 0 0 43037 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11738 217979 SH SOLE 0 0 217979 SPDR S&P 500 ETF TR TR UNIT 78462F103 10671 23627 SH SOLE 0 0 23627 APPLE INC COM 037833100 9137 52326 SH SOLE 0 0 52326 VANGUARD INDEX FDS VALUE ETF 922908744 8376 56677 SH SOLE 0 0 56677 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 7559 150370 SH SOLE 0 0 150370 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5832 109226 SH SOLE 0 0 109226 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2125 26941 SH SOLE 0 0 26941 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2074 4996 SH SOLE 0 0 4996 ISHARES TR RUSSELL 3000 ETF 464287689 1987 7574 SH SOLE 0 0 7574 ISHARES TR ESG AWR MSCI USA 46435G425 1526 15055 SH SOLE 0 0 15055 MICROSOFT CORP COM 594918104 1465 4753 SH SOLE 0 0 4753 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1233 16242 SH SOLE 0 0 16242 MONDELEZ INTL INC CL A 609207105 1210 19277 SH SOLE 0 0 19277 ISHARES TR SP SMCP600VL ETF 464287879 1111 10852 SH SOLE 0 0 10852 GRACO INC COM 384109104 1077 15446 SH SOLE 0 0 15446 ISHARES TR RUS 1000 GRW ETF 464287614 1020 3675 SH SOLE 0 0 3675 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1004 21196 SH SOLE 0 0 21196 PHILIP MORRIS INTL INC COM 718172109 938 9982 SH SOLE 0 0 9982 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 890 32046 SH SOLE 0 0 32046 ISHARES TR CORE MSCI EAFE 46432F842 726 10451 SH SOLE 0 0 10451 FORD MTR CO DEL COM 345370860 700 41383 SH SOLE 0 0 41383 ISHARES TR ESG AW MSCI EAFE 46435G516 569 7720 SH SOLE 0 0 7720 LULULEMON ATHLETICA INC COM 550021109 466 1277 SH SOLE 0 0 1277 ISHARES TR ESG AWARE MSCI 46435U663 437 11501 SH SOLE 0 0 11501 INTERNATIONAL BUSINESS MACHS COM 459200101 373 2869 SH SOLE 0 0 2869 PROCTER AND GAMBLE CO COM 742718109 357 2336 SH SOLE 0 0 2336 ISHARES TR CORE DIV GRWTH 46434V621 340 6360 SH SOLE 0 0 6360 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 332 940 SH SOLE 0 0 940 HONEYWELL INTL INC COM 438516106 314 1616 SH SOLE 0 0 1616 CHEVRON CORP NEW COM 166764100 295 1809 SH SOLE 0 0 1809 STRYKER CORPORATION COM 863667101 259 969 SH SOLE 0 0 969 ILLINOIS TOOL WKS INC COM 452308109 257 1227 SH SOLE 0 0 1227 ISHARES TR CORE S&P TTL STK 464287150 247 2448 SH SOLE 0 0 2448 ISHARES INC ESG AWR MSCI EM 46434G863 209 5684 SH SOLE 0 0 5684 DTE ENERGY CO COM 233331107 209 1580 SH SOLE 0 0 1580 DNP SELECT INCOME FD INC COM 23325P104 169 14289 SH SOLE 0 0 14289