8 registered advisors · 58 reported ETFs · $281.7M reported ETF value · $671M regulatory AUM
Planned Solutions, Inc. is an investment adviser that files Form ADV with the SEC in Folsom, CA, with 8 registered advisors, reporting $671M in regulatory assets under management. Its 13F filings report 58 ETF positions worth $281.7M.
Last updated 2026-04-02 (latest Form ADV filing)
Scale
Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.
This firm's strongest reported position on each research ranking. Institution-level evidence, not an individual advisor or client holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $1.3M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | GARP — iShares MSCI USA Quality GARP ETF | $20.1M | Top 99.8% | Addressable AUM $15.2T · Peer conviction 94.8% |
| Residual Alpha | GCAL — Goldman Sachs Dynamic California Municipal Income ETF | $1.3M | Top 99.6% | Residual alpha +0.65% · Residual Sharpe 0.17 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $2.8M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Form ADV facts as filed, most recently 2026-04-02. Figures are the firm's own reported numbers.
Identity
Item 1 and registration status.
Size
Items 5.A through 5.D.
Assets
Item 5.F and custody.
Clients
Item 5.D, by reported assets.
Practice
Items 4 through 9.
Source: SEC Form ADV filed by CRD 105052. View the official SEC IAPD record
| Fund | Reported value | Share of reported ETF value | Fund research |
|---|---|---|---|
| ITOT — iShares Core S&P Total U.S. Stock Market ETF | $39.2M | 13.9% | Research alternatives to ITOT · ITOT institutional holders |
| FNDX — Schwab Fundamental U.S. Large Company ETF | $32.2M | 11.4% | Research alternatives to FNDX · FNDX institutional holders |
| MOAT — VanEck Morningstar Wide Moat ETF | $30M | 10.7% | Research alternatives to MOAT · MOAT institutional holders |
| JPIE — JPMorgan Income ETF | $25.1M | 8.9% | Research alternatives to JPIE · JPIE institutional holders |
| GARP — iShares MSCI USA Quality GARP ETF | $20.1M | 7.1% | Research alternatives to GARP · GARP institutional holders |
| IVW — iShares S&P 500 Growth ETF | $18.2M | 6.5% | Research alternatives to IVW · IVW institutional holders |
| QQQ — Invesco QQQ Trust, Series 1 | $15.8M | 5.6% | Research alternatives to QQQ · QQQ institutional holders |
| IEFA — iShares Core MSCI EAFE ETF | $13.4M | 4.7% | Research alternatives to IEFA · IEFA institutional holders |
| AVUV — Avantis U.S. Small Cap Value ETF | $9.7M | 3.5% | Research alternatives to AVUV · AVUV institutional holders |
| JVAL — JPMorgan U.S. Value Factor ETF | $8.4M | 3.0% | Research alternatives to JVAL · JVAL institutional holders |
| HELO — JPMorgan Hedged Equity Laddered Overlay ETF | $7.2M | 2.6% | Research alternatives to HELO · HELO institutional holders |
| MINT — PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $6.8M | 2.4% | Research alternatives to MINT · MINT institutional holders |
| BIV — Vanguard Intermediate-Term Bond ETF | $6.1M | 2.2% | Research alternatives to BIV · BIV institutional holders |
| IVVB — iShares Large Cap Deep Quarterly Laddered ETF | $5.8M | 2.1% | Research alternatives to IVVB · IVVB institutional holders |
| SGOV — iShares 0-3 Month Treasury Bond ETF | $4.3M | 1.5% | Research alternatives to SGOV · SGOV institutional holders |
| SCHB — Schwab U.S. Broad Market ETF | $3.8M | 1.4% | Research alternatives to SCHB · SCHB institutional holders |
| CAM — AB California Intermediate Municipal ETF | $3.3M | 1.2% | Research alternatives to CAM · CAM institutional holders |
| VBIL — Vanguard 0-3 Month Treasury Bill ETF | $2.8M | 1.0% | Research alternatives to VBIL · VBIL institutional holders |
| IWM — iShares Russell 2000 Index Fund | $1.9M | 0.7% | Research alternatives to IWM · IWM institutional holders |
| SCHF — Schwab International Equity ETF | $1.8M | 0.6% | Research alternatives to SCHF · SCHF institutional holders |
| MTUM — iShares MSCI USA Momentum Factor ETF | $1.8M | 0.6% | Research alternatives to MTUM · MTUM institutional holders |
| SCHA — Schwab U.S. Small-Cap ETF | $1.7M | 0.6% | Research alternatives to SCHA · SCHA institutional holders |
| DVY — iShares Select Dividend ETF | $1.5M | 0.5% | Research alternatives to DVY · DVY institutional holders |
| SPGP — Invesco S&P 500 GARP ETF | $1.4M | 0.5% | Research alternatives to SPGP · SPGP institutional holders |
| IVV — iShares Core S&P 500 ETF | $1.4M | 0.5% | Research alternatives to IVV · IVV institutional holders |
| GCAL — Goldman Sachs Dynamic California Municipal Income ETF | $1.3M | 0.5% | Research alternatives to GCAL · GCAL institutional holders |
| LRGF — iShares U.S. Equity Factor ETF | $1.3M | 0.5% | Research alternatives to LRGF · LRGF institutional holders |
| JCAL — JPMorgan California Tax Free Bond ETF | $1.2M | 0.4% | Research alternatives to JCAL · JCAL institutional holders |
| IJH — iShares Core S&P Mid-Cap ETF | $853.7K | 0.3% | Research alternatives to IJH · IJH institutional holders |
| IDV — iShares International Select Dividend ETF | $816.3K | 0.3% | Research alternatives to IDV · IDV institutional holders |
| GNMA — iShares GNMA Bond ETF | $794.8K | 0.3% | Research alternatives to GNMA · GNMA institutional holders |
| VTV — Vanguard Morningstar Value ETF | $782.8K | 0.3% | Research alternatives to VTV · VTV institutional holders |
| TIP — iShares TIPS Bond ETF | $733.9K | 0.3% | Research alternatives to TIP · TIP institutional holders |
| VEA — Vanguard FTSE Developed Markets ETF | $717.6K | 0.3% | Research alternatives to VEA · VEA institutional holders |
| AGG — iShares Core U.S. Aggregate Bond ETF | $692.1K | 0.2% | Research alternatives to AGG · AGG institutional holders |
| SCHO — Schwab Short-Term U.S. Treasury ETF | $630.9K | 0.2% | Research alternatives to SCHO · SCHO institutional holders |
| VIG — Vanguard Div Appreciation ETF | $626.6K | 0.2% | Research alternatives to VIG · VIG institutional holders |
| SPY — SPDR S&P 500 ETF TRUST | $578K | 0.2% | Research alternatives to SPY · SPY institutional holders |
| SCHD — Schwab US Dividend Equity ETF | $567.2K | 0.2% | Research alternatives to SCHD · SCHD institutional holders |
| VUG — Vanguard Morningstar Growth ETF | $559.8K | 0.2% | Research alternatives to VUG · VUG institutional holders |
| QQQM — Invesco NASDAQ 100 ETF | $531.4K | 0.2% | Research alternatives to QQQM · QQQM institutional holders |
| JAAA — Janus Henderson AAA CLO ETF | $440.3K | 0.2% | Research alternatives to JAAA · JAAA institutional holders |
| LQD — iShares iBoxx $ Investment Grade Corporate Bond ETF | $430K | 0.2% | Research alternatives to LQD · LQD institutional holders |
| VTI — Vanguard Morningstar Total Stock Market ETF | $402.2K | 0.1% | Research alternatives to VTI · VTI institutional holders |
| IYY — iShares Dow Jones U.S. ETF | $383.9K | 0.1% | Research alternatives to IYY · IYY institutional holders |
| RPV — Invesco S&P 500 Pure Value ETF | $377.2K | 0.1% | Research alternatives to RPV · RPV institutional holders |
| VEU — Vanguard FTSE All World Ex US ETF | $376.2K | 0.1% | Research alternatives to VEU · VEU institutional holders |
| VGT — Vanguard Information Tech ETF | $347.4K | 0.1% | Research alternatives to VGT · VGT institutional holders |
| SRLN — State Street Blackstone Senior Loan ETF | $331.1K | 0.1% | Research alternatives to SRLN · SRLN institutional holders |
| SCHE — Schwab Emerging Markets Equity ETF | $312.1K | 0.1% | Research alternatives to SCHE · SCHE institutional holders |
| IWN — iShares Russell 2000 Value ETF | $288K | 0.1% | Research alternatives to IWN · IWN institutional holders |
| VHT — Vanguard Health Care ETF | $267.6K | 0.1% | Research alternatives to VHT · VHT institutional holders |
| VOT — Vanguard Morningstar Mid-Cap Growth ETF | $242.9K | 0.1% | Research alternatives to VOT · VOT institutional holders |
| VLUE — iShares MSCI USA Value Factor ETF | $241.4K | 0.1% | Research alternatives to VLUE · VLUE institutional holders |
| CGGR — Capital Group Growth ETF | $234.6K | 0.1% | Research alternatives to CGGR · CGGR institutional holders |
| SCHV — Schwab U.S. Large-Cap Value ETF | $233.1K | 0.1% | Research alternatives to SCHV · SCHV institutional holders |
| IDMO — Invesco S&P International Developed Momentum ETF | $222.7K | 0.1% | Research alternatives to IDMO · IDMO institutional holders |
| DFAU — Dimensional US Core Equity Market ETF | $202.1K | 0.1% | Research alternatives to DFAU · DFAU institutional holders |
| Address | City | State | Advisors |
|---|---|---|---|
| 1130 Iron Point Road | Folsom | CA | 8 |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30