Planning Project LLC
CIK 2052480
13F portfolio (2025-Q4)
$398M
Positions
144
As reported on this filer's Form 13F for 2025-Q4, filed 2026-02-12. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end.
| 1 | IVV | ISHARES TR |
| 2 | IEFA | ISHARES TR |
| 3 | AGG | ISHARES TR |
| 4 | IJH | ISHARES TR |
| 5 | LQD | ISHARES TR |
Top holdings — weights and history with Pro
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