0000905729-21-000097.txt : 20210414 0000905729-21-000097.hdr.sgml : 20210414 20210414165915 ACCESSION NUMBER: 0000905729-21-000097 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210414 DATE AS OF CHANGE: 20210414 EFFECTIVENESS DATE: 20210414 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: 21826268 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 03-31-2021 03-31-2021 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 04-14-2021 0 46 600480 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 162189 407694 SH SOLE 0 0 407694 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 77226 1572504 SH SOLE 0 0 1572504 ISHARES TR CORE S&P MCP ETF 464287507 53304 204795 SH SOLE 0 0 204795 J P MORGAN EXCHANGE-TRADED F JPMORGAN DIVER 46641Q407 46085 504712 SH SOLE 0 0 504712 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 39945 471495 SH SOLE 0 0 471495 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 39447 268200 SH SOLE 0 0 268200 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 39410 757159 SH SOLE 0 0 757159 ISHARES TR CORE S&P SCP ETF 464287804 35733 329243 SH SOLE 0 0 329243 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 18494 491613 SH SOLE 0 0 491613 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 12956 134914 SH SOLE 0 0 134914 VANGUARD INDEX FDS GROWTH ETF 922908736 12322 47938 SH SOLE 0 0 47938 SPDR S&P 500 ETF TR TR UNIT 78462F103 9700 24475 SH SOLE 0 0 24475 VANGUARD INDEX FDS VALUE ETF 922908744 7934 60356 SH SOLE 0 0 60356 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 6650 68763 SH SOLE 0 0 68763 APPLE INC COM 037833100 6561 53715 SH SOLE 0 0 53715 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5229 96921 SH SOLE 0 0 96921 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 3437 67711 SH SOLE 0 0 67711 ISHARES TR RUSSELL 3000 ETF 464287689 3005 12668 SH SOLE 0 0 12668 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2418 33165 SH SOLE 0 0 33165 ISHARES TR CORE US AGGBD ET 464287226 1750 15372 SH SOLE 0 0 15372 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1523 47935 SH SOLE 0 0 47935 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1333 13377 SH SOLE 0 0 13377 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1329 17849 SH SOLE 0 0 17849 MICROSOFT CORP COM 594918104 1259 5342 SH SOLE 0 0 5342 ISHARES TR RUS 1000 GRW ETF 464287614 1194 4913 SH SOLE 0 0 4913 GRACO INC COM 384109104 1171 16350 SH SOLE 0 0 16350 MONDELEZ INTL INC CL A 609207105 1128 19277 SH SOLE 0 0 19277 ISHARES TR SP SMCP600VL ETF 464287879 1111 11024 SH SOLE 0 0 11024 PHILIP MORRIS INTL INC COM 718172109 886 9982 SH SOLE 0 0 9982 ISHARES TR CORE MSCI EAFE 46432F842 766 10633 SH SOLE 0 0 10633 FORD MTR CO DEL COM 345370860 520 42480 SH SOLE 0 0 42480 ISHARES TR CORE S&P TTL STK 464287150 418 4568 SH SOLE 0 0 4568 INTERNATIONAL BUSINESS MACHS COM 459200101 402 3016 SH SOLE 0 0 3016 ISHARES TR ESG AWR MSCI USA 46435G425 371 4082 SH SOLE 0 0 4082 ISHARES TR CORE DIV GRWTH 46434V621 364 7541 SH SOLE 0 0 7541 ISHARES TR 1 3 YR TREAS BD 464287457 357 4137 SH SOLE 0 0 4137 HONEYWELL INTL INC COM 438516106 342 1574 SH SOLE 0 0 1574 REVANCE THERAPEUTICS INC COM 761330109 326 11681 SH SOLE 0 0 11681 PROCTER AND GAMBLE CO COM 742718109 316 2336 SH SOLE 0 0 2336 ILLINOIS TOOL WKS INC COM 452308109 272 1227 SH SOLE 0 0 1227 DTE ENERGY CO COM 233331107 260 1955 SH SOLE 0 0 1955 CISCO SYS INC COM 17275R102 240 4641 SH SOLE 0 0 4641 STRYKER CORPORATION COM 863667101 229 941 SH SOLE 0 0 941 TEXAS INSTRS INC COM 882508104 215 1140 SH SOLE 0 0 1140 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 212 830 SH SOLE 0 0 830 DNP SELECT INCOME FD INC COM 23325P104 141 14289 SH SOLE 0 0 14289