0000821103-23-000002.txt : 20230208
0000821103-23-000002.hdr.sgml : 20230208
20230208120903
ACCESSION NUMBER: 0000821103-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230208
DATE AS OF CHANGE: 20230208
EFFECTIVENESS DATE: 20230208
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PLANNING DIRECTIONS INC
CENTRAL INDEX KEY: 0000821103
IRS NUMBER: 232474859
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18748
FILM NUMBER: 23597991
BUSINESS ADDRESS:
STREET 1: 239 BALTIMORE PIKE
CITY: GLEN MILLS
STATE: PA
ZIP: 19342
BUSINESS PHONE: 610-361-0865
MAIL ADDRESS:
STREET 1: 239 BALTIMORE PIKE
CITY: GLEN MILLS
STATE: PA
ZIP: 19342
FORMER COMPANY:
FORMER CONFORMED NAME: PLANNING DIRECTIONS INC /ADV
DATE OF NAME CHANGE: 19870908
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0000821103
XXXXXXXX
12-31-2022
12-31-2022
PLANNING DIRECTIONS INC
239 BALTIMORE PIKE
GLEN MILLS
PA
19342
13F HOLDINGS REPORT
028-18748
000120131
801-62686
N
Frederick J. Dunbar
President and CCO
610-361-0865
Frederick J. Dunbar
Glen Mills
PA
02-08-2023
0
73
131004
false
INFORMATION TABLE
2
PD.13F.2022Q4.xml
ALKALINE WTR CO INC
COM NEW
01643A207
2
11000
SH
SOLE
0
0
0
11000
AMAZON COM INC
COM
023135106
558
6642
SH
SOLE
0
0
0
6642
APPLE INC
COM
037833100
6018
46320
SH
SOLE
0
0
0
46320
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
200
649
SH
SOLE
0
0
0
649
BOEING CO
COM
097023105
681
3577
SH
SOLE
0
0
0
3577
CVS HEALTH CORP
COM
126650100
202
2172
SH
SOLE
0
0
0
2172
CERBERUS CYBER SENTINEL CORP
COM
15672X102
824
323000
SH
SOLE
0
0
0
323000
COMCAST CORP NEW
CL A
20030N101
422
12060
SH
SOLE
0
0
0
12060
CONSTELLATION BRANDS INC
CL A
21036P108
677
2920
SH
SOLE
0
0
0
2920
CORMEDIX INC
COM
21900C308
211
50000
SH
SOLE
0
0
0
50000
DEERE & CO
COM
244199105
230
536
SH
SOLE
0
0
0
536
DISNEY WALT CO
COM
254687106
204
2354
SH
SOLE
0
0
0
2354
ESSENTIAL UTILS INC
COM
29670G102
290
6078
SH
SOLE
0
0
0
6078
EXELON CORP
COM
30161N101
229
5287
SH
SOLE
0
0
0
5287
EXXON MOBIL CORP
COM
30231G102
507
4600
SH
SOLE
0
0
0
4600
FIRST TR VALUE LINE DIVID IN
SHS
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1603
40165
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SOLE
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0
0
40165
GLOBAL X FDS
US INFR DEV ETF
37954Y673
254
9593
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SOLE
0
0
0
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HOME DEPOT INC
COM
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645
2042
SH
SOLE
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2042
INVESCO EXCHANGE TRADED FD T
S&P500 EQL UTL
46137V274
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SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL STP
46137V373
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15182
SH
SOLE
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15182
INVESCO EXCH TRADED FD TR II
S&P MIDCP LOW
46138E198
263
4913
SH
SOLE
0
0
0
4913
ISHARES INC
MSCI GBL MIN VOL
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1434
15089
SH
SOLE
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0
0
15089
ISHARES TR
CORE S&P TTL STK
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447
5272
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SOLE
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5272
ISHARES TR
CORE S&P500 ETF
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285
743
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SOLE
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0
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ISHARES TR
CORE S&P MCP ETF
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310
1283
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SOLE
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ISHARES TR
US CONSUM DISCRE
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4890
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ISHARES TR
CORE S&P US GWT
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22768
ISHARES TR
US INDUSTRIALS
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12706
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ISHARES TR
US HLTHCARE ETF
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1613
5684
SH
SOLE
0
0
0
5684
ISHARES TR
CORE S&P SCP ETF
464287804
245
2589
SH
SOLE
0
0
0
2589
ISHARES TR
MRGSTR MD CP VAL
464288406
210
3377
SH
SOLE
0
0
0
3377
ISHARES TR
MSCI EAFE MIN VL
46429B689
751
11816
SH
SOLE
0
0
0
11816
ISHARES TR
MSCI USA MIN VOL
46429B697
1756
24360
SH
SOLE
0
0
0
24360
LOWES COS INC
COM
548661107
515
2585
SH
SOLE
0
0
0
2585
MASTERCARD INCORPORATED
CL A
57636Q104
216
622
SH
SOLE
0
0
0
622
MCDONALDS CORP
COM
580135101
816
3096
SH
SOLE
0
0
0
3096
MICROSOFT CORP
COM
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766
3194
SH
SOLE
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0
0
3194
NIKE INC
CL B
654106103
229
1954
SH
SOLE
0
0
0
1954
NORFOLK SOUTHN CORP
COM
655844108
207
841
SH
SOLE
0
0
0
841
PALO ALTO NETWORKS INC
COM
697435105
233
1671
SH
SOLE
0
0
0
1671
PEPSICO INC
COM
713448108
550
3046
SH
SOLE
0
0
0
3046
PFIZER INC
COM
717081103
682
13311
SH
SOLE
0
0
0
13311
PIMCO ETF TR
ENHNCD LW DUR AC
72201R718
557
5908
SH
SOLE
0
0
0
5908
PROCTER AND GAMBLE CO
COM
742718109
331
2183
SH
SOLE
0
0
0
2183
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
204
3328
SH
SOLE
0
0
0
3328
SPDR S&P 500 ETF TR
TR UNIT
78462F103
261
684
SH
SOLE
0
0
0
684
SPDR SER TR
AEROSPACE DEF
78464A631
331
3010
SH
SOLE
0
0
0
3010
SPDR SER TR
S&P DIVID ETF
78464A763
7193
57490
SH
SOLE
0
0
0
57490
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
365
9012
SH
SOLE
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0
0
9012
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
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SH
SOLE
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0
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SCHWAB STRATEGIC TR
US TIPS ETF
808524870
718
13861
SH
SOLE
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0
0
13861
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
2919
39148
SH
SOLE
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39148
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
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SH
SOLE
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0
14747
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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17102
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SH
SOLE
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0
112627
VANGUARD WORLD FD
MEGA GRWTH IND
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219
1271
SH
SOLE
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VANGUARD WORLD FD
MEGA CAP VAL ETF
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67611
SH
SOLE
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VANGUARD BD INDEX FDS
SHORT TRM BOND
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SH
SOLE
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VANGUARD BD INDEX FDS
VANGUARD ULTRA
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50670
SH
SOLE
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0
0
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VANGUARD WORLD FDS
HEALTH CAR ETF
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SH
SOLE
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VANGUARD WORLD FDS
UTILITIES ETF
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2253
SH
SOLE
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VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
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7757
SH
SOLE
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0
7757
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
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6936
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SH
SOLE
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VANGUARD INDEX FDS
S&P 500 ETF SHS
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935
2663
SH
SOLE
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0
0
2663
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1726
12764
SH
SOLE
0
0
0
12764
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
1953
10867
SH
SOLE
0
0
0
10867
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
361
1801
SH
SOLE
0
0
0
1801
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1426
8981
SH
SOLE
0
0
0
8981
VANGUARD INDEX FDS
MID CAP ETF
922908629
1446
7094
SH
SOLE
0
0
0
7094
VANGUARD INDEX FDS
GROWTH ETF
922908736
2970
13934
SH
SOLE
0
0
0
13934
VANGUARD INDEX FDS
VALUE ETF
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31335
SH
SOLE
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0
0
31335
VANGUARD INDEX FDS
SMALL CP ETF
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907
4944
SH
SOLE
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0
0
4944
VICTORY PORTFOLIOS II
VCSHS US 500 VOL
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321
4736
SH
SOLE
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0
0
4736
WALMART INC
COM
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513
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SH
SOLE
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0
3619