0000905729-21-000021.txt : 20210129 0000905729-21-000021.hdr.sgml : 20210129 20210129130858 ACCESSION NUMBER: 0000905729-21-000021 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210129 DATE AS OF CHANGE: 20210129 EFFECTIVENESS DATE: 20210129 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: 21569955 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 12-31-2020 12-31-2020 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 01-28-2021 0 43 563956 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 138173 368078 SH SOLE 0 0 368078 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 75028 1589242 SH SOLE 0 0 1589242 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 57203 405205 SH SOLE 0 0 405205 ISHARES TR CORE S&P MCP ETF 464287507 47599 207107 SH SOLE 0 0 207107 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 41354 468919 SH SOLE 0 0 468919 J P MORGAN EXCHANGE-TRADED F JPMORGAN DIVER 46641Q407 40893 488864 SH SOLE 0 0 488864 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 26985 538508 SH SOLE 0 0 538508 ISHARES TR CORE S&P SCP ETF 464287804 24708 268855 SH SOLE 0 0 268855 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 18160 504305 SH SOLE 0 0 504305 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 13227 145435 SH SOLE 0 0 145435 VANGUARD INDEX FDS GROWTH ETF 922908736 12845 50704 SH SOLE 0 0 50704 SPDR S&P 500 ETF TR TR UNIT 78462F103 9161 24502 SH SOLE 0 0 24502 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 7982 87719 SH SOLE 0 0 87719 VANGUARD INDEX FDS VALUE ETF 922908744 7266 61078 SH SOLE 0 0 61078 APPLE INC COM 037833100 7128 53719 SH SOLE 0 0 53719 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 6065 108252 SH SOLE 0 0 108252 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 5590 110058 SH SOLE 0 0 110058 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3840 59871 SH SOLE 0 0 59871 ISHARES TR RUSSELL 3000 ETF 464287689 2832 12668 SH SOLE 0 0 12668 ISHARES TR CORE US AGGBD ET 464287226 2060 17427 SH SOLE 0 0 17427 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1584 51690 SH SOLE 0 0 51690 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1330 14947 SH SOLE 0 0 14947 MICROSOFT CORP COM 594918104 1299 5842 SH SOLE 0 0 5842 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1265 18549 SH SOLE 0 0 18549 GRACO INC COM 384109104 1244 17190 SH SOLE 0 0 17190 ISHARES TR RUS 1000 GRW ETF 464287614 1185 4913 SH SOLE 0 0 4913 MONDELEZ INTL INC CL A 609207105 1127 19277 SH SOLE 0 0 19277 ISHARES TR SP SMCP600VL ETF 464287879 896 11024 SH SOLE 0 0 11024 ISHARES TR CORE MSCI EAFE 46432F842 843 12196 SH SOLE 0 0 12196 PHILIP MORRIS INTL INC COM 718172109 826 9982 SH SOLE 0 0 9982 ISHARES TR CORE DIV GRWTH 46434V621 763 17014 SH SOLE 0 0 17014 INTERNATIONAL BUSINESS MACHS COM 459200101 380 3016 SH SOLE 0 0 3016 FORD MTR CO DEL COM 345370860 373 42480 SH SOLE 0 0 42480 ISHARES TR ESG AWR MSCI USA 46435G425 353 4108 SH SOLE 0 0 4108 ISHARES TR 1 3 YR TREAS BD 464287457 348 4033 SH SOLE 0 0 4033 HONEYWELL INTL INC COM 438516106 335 1574 SH SOLE 0 0 1574 REVANCE THERAPEUTICS INC COM 761330109 331 11681 SH SOLE 0 0 11681 PROCTER AND GAMBLE CO COM 742718109 325 2336 SH SOLE 0 0 2336 ILLINOIS TOOL WKS INC COM 452308109 250 1227 SH SOLE 0 0 1227 STRYKER CORPORATION COM 863667101 231 941 SH SOLE 0 0 941 CISCO SYS INC COM 17275R102 222 4969 SH SOLE 0 0 4969 ISHARES INC CORE MSCI EMKT 46434G103 200 3230 SH SOLE 0 0 3230 DNP SELECT INCOME FD INC COM 23325P104 147 14289 SH SOLE 0 0 14289