Pearl Planning LLC
CIK: 0002100519SEC EDGAR →
Portfolio Value
$164K
Holdings
52
As of
Q4 2025
New Positions
52
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 207,659 | $17.1M | 10454.28% |
| 2 | VANGUARD BD INDEX FDS | 198,406 | $14.7M | 8987.11% |
| 3 | VANGUARD INDEX FDS | 73,188 | $14.0M | 8548.61% |
| 4 | VANGUARD INDEX FDS | 41,774 | $12.1M | 7414.13% |
| 5 | EA SERIES TRUST | 183,437 | $9.4M | 5751.26% |
| 6 | ISHARES TR | 101,644 | $7.1M | 4315.28% |
| 7 | VANGUARD WORLD FD | 56,960 | $6.9M | 4213.15% |
| 8 | AMERICAN CENTY ETF TR | 63,793 | $6.5M | 3978.30% |
| 9 | EA SERIES TRUST | 49,163 | $5.7M | 3460.30% |
| 10 | INVESCO EXCH TRADED FD TR II | 20,187 | $5.1M | 3122.10% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $128.3M | 96.2% |
| Technology | 7 | $3.4M | 2.6% |
| Unknown | 2 | $502K | 0.4% |
| Communication Services | 3 | $440K | 0.3% |
| Industrials | 1 | $396K | 0.3% |
| Consumer Cyclical | 1 | $267K | 0.2% |