0000821103-19-000002.txt : 20190116 0000821103-19-000002.hdr.sgml : 20190116 20190116093645 ACCESSION NUMBER: 0000821103-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190116 DATE AS OF CHANGE: 20190116 EFFECTIVENESS DATE: 20190116 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: 19528404 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 12-31-2018 12-31-2018 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 01-16-2019 0 48 80900 false INFORMATION TABLE 2 PD.13F.2018Q4.xml ABBVIE INC COM 00287Y109 359 3890 SH SOLE 0 0 0 3890 APPLE INC COM 037833100 2834 17965 SH SOLE 0 0 0 17965 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 206 1009 SH SOLE 0 0 0 1009 BOEING CO COM 097023105 1210 3752 SH SOLE 0 0 0 3752 COMCAST CORP NEW CL A 20030N101 385 11301 SH SOLE 0 0 0 11301 CONSTELLATION BRANDS INC CL A 21036P108 497 3091 SH SOLE 0 0 0 3091 CORMEDIX INC COM 21900C100 139 107409 SH SOLE 0 0 0 107409 DIAGEO P L C SPON ADR NEW 25243Q205 200 1411 SH SOLE 0 0 0 1411 EXXON MOBIL CORP COM 30231G102 841 12340 SH SOLE 0 0 0 12340 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1621 55745 SH SOLE 0 0 0 55745 HOME DEPOT INC COM 437076102 294 1710 SH SOLE 0 0 0 1710 INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 46137V373 1684 14455 SH SOLE 0 0 0 14455 ISHARES TR CORE S&P TTL STK 464287150 382 6734 SH SOLE 0 0 0 6734 ISHARES TR U.S. CNSM SV ETF 464287580 457 2527 SH SOLE 0 0 0 2527 ISHARES TR CORE S&P US GWT 464287671 1647 31262 SH SOLE 0 0 0 31262 ISHARES TR US INDUSTRIALS 464287754 749 5829 SH SOLE 0 0 0 5829 ISHARES TR US HLTHCARE ETF 464287762 726 4013 SH SOLE 0 0 0 4013 ISHARES TR CORE S&P SCP ETF 464287804 464 6693 SH SOLE 0 0 0 6693 ISHARES TR MRGSTR MD CP VAL 464288406 276 1987 SH SOLE 0 0 0 1987 ISHARES TR US AER DEF ETF 464288760 1228 7104 SH SOLE 0 0 0 7104 ISHARES TR MIN VOL EAFE ETF 46429B689 6246 93695 SH SOLE 0 0 0 93695 ISHARES TR MIN VOL USA ETF 46429B697 1064 20312 SH SOLE 0 0 0 20312 LOWES COS INC COM 548661107 218 2363 SH SOLE 0 0 0 2363 MCDONALDS CORP COM 580135101 303 1706 SH SOLE 0 0 0 1706 MICROSOFT CORP COM 594918104 210 2071 SH SOLE 0 0 0 2071 PFIZER INC COM 717081103 385 8826 SH SOLE 0 0 0 8826 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 251 8314 SH SOLE 0 0 0 8314 SPDR SERIES TRUST AEROSPACE DEF 78464A631 680 8617 SH SOLE 0 0 0 8617 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2789 31151 SH SOLE 0 0 0 31151 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2615 55676 SH SOLE 0 0 0 55676 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1933 38059 SH SOLE 0 0 0 38059 VANGUARD GROUP DIV APP ETF 921908844 3284 33532 SH SOLE 0 0 0 33532 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 3515 49181 SH SOLE 0 0 0 49181 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 20766 264305 SH SOLE 0 0 0 264305 VANGUARD WORLD FDS ENERGY ETF 92204A306 289 3754 SH SOLE 0 0 0 3754 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1255 7817 SH SOLE 0 0 0 7817 VANGUARD WORLD FDS INF TECH ETF 92204A702 696 4170 SH SOLE 0 0 0 4170 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1175 19536 SH SOLE 0 0 0 19536 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 8316 106693 SH SOLE 0 0 0 106693 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 538 2340 SH SOLE 0 0 0 2340 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1421 14922 SH SOLE 0 0 0 14922 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 909 7597 SH SOLE 0 0 0 7597 VANGUARD INDEX FDS SML CP GRW ETF 922908595 390 2593 SH SOLE 0 0 0 2593 VANGUARD INDEX FDS SM CP VAL ETF 922908611 906 7941 SH SOLE 0 0 0 7941 VANGUARD INDEX FDS MID CAP ETF 922908629 1042 7544 SH SOLE 0 0 0 7544 VANGUARD INDEX FDS GROWTH ETF 922908736 1265 9421 SH SOLE 0 0 0 9421 VANGUARD INDEX FDS SMALL CP ETF 922908751 1263 9567 SH SOLE 0 0 0 9567 VICTORY PORTFOLIOS II VCSHS US 500 VOL 92647N766 977 22207 SH SOLE 0 0 0 22207