0000905729-23-000081.txt : 20230504
0000905729-23-000081.hdr.sgml : 20230504
20230504122513
ACCESSION NUMBER: 0000905729-23-000081
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230504
DATE AS OF CHANGE: 20230504
EFFECTIVENESS DATE: 20230504
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: 23887465
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
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03-31-2023
03-31-2023
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PLANNING ALTERNATIVES LTD /ADV
255 South Old Woodward Avenue
Suite 310
Birmingham
MI
48009
13F HOLDINGS REPORT
028-15145
000110268
801-18310
N
Taylor Tucker
Paralegal and Compliance Officer
248-645-1520
/s/ Taylor Tucker
Royal Oak
MI
05-03-2023
0
47
513978597
INFORMATION TABLE
2
infotable.xml
ISHARES TR
CORE S&P500 ETF
464287200
177770006
432446
SH
SOLE
0
0
432446
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
61986878
1372302
SH
SOLE
0
0
1372302
ISHARES TR
CORE S&P MCP ETF
464287507
58032424
231981
SH
SOLE
0
0
231981
J P MORGAN EXCHANGE TRADED F
JPMORGAN DIVER
46641Q407
49086786
513392
SH
SOLE
0
0
513392
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
39136409
254116
SH
SOLE
0
0
254116
ISHARES TR
CORE S&P SCP ETF
464287804
28830371
298142
SH
SOLE
0
0
298142
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
14106035
405346
SH
SOLE
0
0
405346
VANGUARD INDEX FDS
GROWTH ETF
922908736
10441309
41859
SH
SOLE
0
0
41859
SPDR S&P 500 ETF TR
TR UNIT
78462F103
9445700
23073
SH
SOLE
0
0
23073
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
8920687
184426
SH
SOLE
0
0
184426
APPLE INC
COM
037833100
8519559
51665
SH
SOLE
0
0
51665
VANGUARD INDEX FDS
VALUE ETF
922908744
7369826
53362
SH
SOLE
0
0
53362
COLUMBIA ETF TR II
EM CORE EX ETF
19762B202
6900969
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SH
SOLE
0
0
255119
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
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SH
SOLE
0
0
115970
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
4044378
84522
SH
SOLE
0
0
84522
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2437162
26465
SH
SOLE
0
0
26465
ISHARES TR
ESG AWR MSCI USA
46435G425
2345279
25929
SH
SOLE
0
0
25929
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1826727
24969
SH
SOLE
0
0
24969
ISHARES TR
RUSSELL 3000 ETF
464287689
1782916
7574
SH
SOLE
0
0
7574
MICROSOFT CORP
COM
594918104
1513864
5251
SH
SOLE
0
0
5251
MONDELEZ INTL INC
CL A
609207105
1239064
17772
SH
SOLE
0
0
17772
ISHARES TR
ESG AW MSCI EAFE
46435G516
1021565
14220
SH
SOLE
0
0
14220
ISHARES TR
SP SMCP600VL ETF
464287879
1013955
10834
SH
SOLE
0
0
10834
PHILIP MORRIS INTL INC
COM
718172109
944979
9717
SH
SOLE
0
0
9717
ISHARES TR
RUS 1000 GRW ETF
464287614
941893
3855
SH
SOLE
0
0
3855
GRACO INC
COM
384109104
848085
11616
SH
SOLE
0
0
11616
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
843232
12428
SH
SOLE
0
0
12428
ISHARES TR
ESG AWARE MSCI
46435U663
646592
19023
SH
SOLE
0
0
19023
ISHARES TR
CORE MSCI EAFE
46432F842
601249
8994
SH
SOLE
0
0
8994
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
544671
1764
SH
SOLE
0
0
1764
FORD MTR CO DEL
COM
345370860
497082
39451
SH
SOLE
0
0
39451
MORNINGSTAR INC
COM
617700109
460879
2270
SH
SOLE
0
0
2270
INTERNATIONAL BUSINESS MACHS
COM
459200101
448883
3424
SH
SOLE
0
0
3424
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
351119
8374
SH
SOLE
0
0
8374
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
309670
6154
SH
SOLE
0
0
6154
LULULEMON ATHLETICA INC
COM
550021109
303735
834
SH
SOLE
0
0
834
ISHARES TR
CORE DIV GRWTH
46434V621
298891
5979
SH
SOLE
0
0
5979
ILLINOIS TOOL WKS INC
COM
452308109
298714
1227
SH
SOLE
0
0
1227
PROCTER AND GAMBLE CO
COM
742718109
297630
2002
SH
SOLE
0
0
2002
CHEVRON CORP NEW
COM
166764100
295107
1809
SH
SOLE
0
0
1809
STRYKER CORPORATION
COM
863667101
280332
982
SH
SOLE
0
0
982
NEW YORK CMNTY BANCORP INC
COM
649445103
243791
26968
SH
SOLE
0
0
26968
HONEYWELL INTL INC
COM
438516106
232402
1216
SH
SOLE
0
0
1216
MCDONALDS CORP
COM
580135101
211945
758
SH
SOLE
0
0
758
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
200070
532
SH
SOLE
0
0
532
INVESCO MUN OPPORTUNITY TR
COM
46132C107
196200
20000
SH
SOLE
0
0
20000
DNP SELECT INCOME FD INC
COM
23325P104
157465
14289
SH
SOLE
0
0
14289