0000821103-18-000006.txt : 20181005 0000821103-18-000006.hdr.sgml : 20181005 20181005094830 ACCESSION NUMBER: 0000821103-18-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181005 DATE AS OF CHANGE: 20181005 EFFECTIVENESS DATE: 20181005 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: 181109435 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 13F-HR LIVE false false false 0000821103 XXXXXXXX 09-30-2018 09-30-2018 PLANNING DIRECTIONS INC

239 BALTIMORE PIKE GLEN MILLS PA 19342

13F HOLDINGS REPORT 028-18748 N Frederick J. Dunbar 610-361-0865 Frederick J. Dunbar Glen Mills PA 10-05-2018 0 58 107593 false INFORMATION TABLE 2 PD.13F.2018Q3.xml AT&T INC COM 00206R102 228 6801 SH SOLE 0 0 0 6801 ABBVIE INC COM 00287Y109 356 3764 SH SOLE 0 0 0 3764 AMAZON COM INC COM 023135106 220 110 SH SOLE 0 0 0 110 AMERIGAS PARTNERS L P UNIT L P INT 030975106 201 5084 SH SOLE 0 0 0 5084 APPLE INC COM 037833100 4631 20516 SH SOLE 0 0 0 20516 AQUA AMERICA INC COM 03836W103 212 5751 SH SOLE 0 0 0 5751 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 216 1009 SH SOLE 0 0 0 1009 BOEING CO COM 097023105 1414 3802 SH SOLE 0 0 0 3802 COMCAST CORP NEW CL A 20030N101 346 9767 SH SOLE 0 0 0 9767 CONSTELLATION BRANDS INC CL A 21036P108 277 1286 SH SOLE 0 0 0 1286 CORMEDIX INC COM 21900C100 104 107409 SH SOLE 0 0 0 107409 EXXON MOBIL CORP COM 30231G102 1061 12484 SH SOLE 0 0 0 12484 FACEBOOK INC CL A 30303M102 316 1922 SH SOLE 0 0 0 1922 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1787 56471 SH SOLE 0 0 0 56471 HOME DEPOT INC COM 437076102 301 1451 SH SOLE 0 0 0 1451 INTERNATIONAL BUSINESS MACHS COM 459200101 221 1460 SH SOLE 0 0 0 1460 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 1885 14690 SH SOLE 0 0 0 14690 ISHARES TR CORE S&P TTL STK 464287150 444 6665 SH SOLE 0 0 0 6665 ISHARES TR CORE S&P500 ETF 464287200 208 710 SH SOLE 0 0 0 710 ISHARES TR CORE S&P MCP ETF 464287507 237 1175 SH SOLE 0 0 0 1175 ISHARES TR U.S. CNSM SV ETF 464287580 533 2518 SH SOLE 0 0 0 2518 ISHARES TR CORE S&P US GWT 464287671 1955 31466 SH SOLE 0 0 0 31466 ISHARES TR US INDUSTRIALS 464287754 948 6074 SH SOLE 0 0 0 6074 ISHARES TR US HLTHCARE ETF 464287762 822 4051 SH SOLE 0 0 0 4051 ISHARES TR CORE S&P SCP ETF 464287804 549 6292 SH SOLE 0 0 0 6292 ISHARES TR MRGSTR MD CP VAL 464288406 346 2140 SH SOLE 0 0 0 2140 ISHARES TR US AER DEF ETF 464288760 2796 12918 SH SOLE 0 0 0 12918 ISHARES TR MIN VOL EAFE ETF 46429B689 6837 93899 SH SOLE 0 0 0 93899 ISHARES TR MIN VOL USA ETF 46429B697 1175 20601 SH SOLE 0 0 0 20601 LOWES COS INC COM 548661107 206 1794 SH SOLE 0 0 0 1794 MCDONALDS CORP COM 580135101 268 1600 SH SOLE 0 0 0 1600 MICROSOFT CORP COM 594918104 239 2092 SH SOLE 0 0 0 2092 PFIZER INC COM 717081103 387 8774 SH SOLE 0 0 0 8774 ROCKWELL AUTOMATION INC COM 773903109 234 1245 SH SOLE 0 0 0 1245 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 249 8238 SH SOLE 0 0 0 8238 SPDR SERIES TRUST AEROSPACE DEF 78464A631 864 8678 SH SOLE 0 0 0 8678 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2938 30004 SH SOLE 0 0 0 30004 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2875 54237 SH SOLE 0 0 0 54237 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2016 37375 SH SOLE 0 0 0 37375 VANGUARD GROUP DIV APP ETF 921908844 3564 32198 SH SOLE 0 0 0 32198 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 3894 48648 SH SOLE 0 0 0 48648 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 208 2587 SH SOLE 0 0 0 2587 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 33424 428353 SH SOLE 0 0 0 428353 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 280 6822 SH SOLE 0 0 0 6822 VANGUARD WORLD FDS ENERGY ETF 92204A306 416 3957 SH SOLE 0 0 0 3957 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1384 7674 SH SOLE 0 0 0 7674 VANGUARD WORLD FDS INF TECH ETF 92204A702 2002 9884 SH SOLE 0 0 0 9884 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1870 31295 SH SOLE 0 0 0 31295 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 9219 117945 SH SOLE 0 0 0 117945 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 642 2406 SH SOLE 0 0 0 2406 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1722 15225 SH SOLE 0 0 0 15225 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1095 7684 SH SOLE 0 0 0 7684 VANGUARD INDEX FDS SML CP GRW ETF 922908595 486 2595 SH SOLE 0 0 0 2595 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1091 7829 SH SOLE 0 0 0 7829 VANGUARD INDEX FDS MID CAP ETF 922908629 1251 7618 SH SOLE 0 0 0 7618 VANGUARD INDEX FDS GROWTH ETF 922908736 1505 9345 SH SOLE 0 0 0 9345 VANGUARD INDEX FDS SMALL CP ETF 922908751 1538 9460 SH SOLE 0 0 0 9460 VICTORY PORTFOLIOS II VCSHS US 500 VOL 92647N766 1100 21237 SH SOLE 0 0 0 21237