0000905729-22-000209.txt : 20221012 0000905729-22-000209.hdr.sgml : 20221012 20221012144217 ACCESSION NUMBER: 0000905729-22-000209 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221012 DATE AS OF CHANGE: 20221012 EFFECTIVENESS DATE: 20221012 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: 221306446 BUSINESS ADDRESS: STREET 1: 255 SOUTH OLD WOODWARD AVENUE STREET 2: SUITE 310 CITY: BIRMINGHAM STATE: MI ZIP: 48009 BUSINESS PHONE: 248-645-1520 MAIL ADDRESS: STREET 1: 255 SOUTH OLD WOODWARD AVENUE STREET 2: SUITE 310 CITY: BIRMINGHAM STATE: MI ZIP: 48009 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 09-30-2022 09-30-2022 false PLANNING ALTERNATIVES LTD /ADV

255 South Old Woodward Avenue Suite 310 Birmingham MI 48009

13F HOLDINGS REPORT 028-15145 N Taylor Tucker 248-645-1520 /s/ Taylor Tucker Royal Oak MI 10-10-2022 0 41 480084 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 157692 439683 SH SOLE 0 0 439683 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 62606 1721842 SH SOLE 0 0 1721842 ISHARES TR CORE S&P MCP ETF 464287507 51732 235939 SH SOLE 0 0 235939 J P MORGAN EXCHANGE TRADED F JPMORGAN DIVER 46641Q407 45464 531743 SH SOLE 0 0 531743 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 35754 264531 SH SOLE 0 0 264531 ISHARES TR CORE S&P SCP ETF 464287804 26543 304427 SH SOLE 0 0 304427 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 23989 657419 SH SOLE 0 0 657419 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12488 443944 SH SOLE 0 0 443944 VANGUARD INDEX FDS GROWTH ETF 922908736 8991 42022 SH SOLE 0 0 42022 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 8808 207976 SH SOLE 0 0 207976 SPDR S&P 500 ETF TR TR UNIT 78462F103 8423 23581 SH SOLE 0 0 23581 APPLE INC COM 037833100 7241 52398 SH SOLE 0 0 52398 VANGUARD INDEX FDS VALUE ETF 922908744 6647 53827 SH SOLE 0 0 53827 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4063 96751 SH SOLE 0 0 96751 ISHARES TR ESG AWR MSCI USA 46435G425 2233 28124 SH SOLE 0 0 28124 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1759 26476 SH SOLE 0 0 26476 ISHARES TR RUSSELL 3000 ETF 464287689 1568 7574 SH SOLE 0 0 7574 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1336 26637 SH SOLE 0 0 26637 MONDELEZ INTL INC CL A 609207105 1057 19277 SH SOLE 0 0 19277 MICROSOFT CORP COM 594918104 991 4257 SH SOLE 0 0 4257 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 964 15932 SH SOLE 0 0 15932 ISHARES TR ESG AW MSCI EAFE 46435G516 912 16245 SH SOLE 0 0 16245 ISHARES TR SP SMCP600VL ETF 464287879 895 10852 SH SOLE 0 0 10852 PHILIP MORRIS INTL INC COM 718172109 829 9982 SH SOLE 0 0 9982 GRACO INC COM 384109104 828 13806 SH SOLE 0 0 13806 ISHARES TR RUS 1000 GRW ETF 464287614 773 3675 SH SOLE 0 0 3675 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 696 31081 SH SOLE 0 0 31081 ISHARES TR ESG AWARE MSCI 46435U663 565 18437 SH SOLE 0 0 18437 ISHARES TR CORE MSCI EAFE 46432F842 548 10399 SH SOLE 0 0 10399 MORNINGSTAR INC COM 617700109 482 2270 SH SOLE 0 0 2270 FORD MTR CO DEL COM 345370860 475 42408 SH SOLE 0 0 42408 INTERNATIONAL BUSINESS MACHS COM 459200101 341 2869 SH SOLE 0 0 2869 LULULEMON ATHLETICA INC COM 550021109 328 1174 SH SOLE 0 0 1174 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 306 8107 SH SOLE 0 0 8107 ISHARES TR CORE DIV GRWTH 46434V621 279 6285 SH SOLE 0 0 6285 ISHARES INC ESG AWR MSCI EM 46434G863 274 9917 SH SOLE 0 0 9917 PROCTER AND GAMBLE CO COM 742718109 268 2121 SH SOLE 0 0 2121 CHEVRON CORP NEW COM 166764100 260 1809 SH SOLE 0 0 1809 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 251 940 SH SOLE 0 0 940 ILLINOIS TOOL WKS INC COM 452308109 222 1227 SH SOLE 0 0 1227 HONEYWELL INTL INC COM 438516106 203 1216 SH SOLE 0 0 1216