Planning Project LLC
CIK: 0002052480SEC EDGAR →
Portfolio Value
$398K
Holdings
144
As of
Q4 2025
New Positions
144
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES CORE MSCI EAFE | 791,868 | $70.8M | 17799.17% |
| 2 | ISHARES CORE US | 558,699 | $55.8M | 14020.74% |
| 3 | ISHARES CORE S&P MID CAP | 509,321 | $33.6M | 8446.06% |
| 4 | ISHARES IBOXX INVT GRADE | 257,087 | $28.3M | 7117.66% |
| 5 | ISHARES CORE S&P SMALL | 173,293 | $20.8M | 5232.72% |
| 6 | LINDE PLC F | 13,706 | $5.8M | 1468.36% |
| 7 | VANGUARD FTSE DEVELOPED | 44,038 | $2.8M | 691.21% |
| 8 | VANGUARD TOTAL BOND | 33,668 | $2.5M | 626.39% |
| 9 | VANGUARD TOTAL STOCK | 5,709 | $1.9M | 480.91% |
| 10 | VANGUARD MID CAP ETF | 4,485 | $1.3M | 326.89% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 109 | $161.3M | 67.5% |
| Unknown | 12 | $71.3M | 29.8% |
| Basic Materials | 1 | $5.8M | 2.4% |
| Energy | 3 | $218K | 0.1% |
| Industrials | 2 | $104K | 0.0% |
| Technology | 4 | $57K | 0.0% |
| Real Estate | 7 | $44K | 0.0% |
| Consumer Cyclical | 4 | $41K | 0.0% |
| Healthcare | 2 | $32K | 0.0% |