Institutions / Planning Project LLC

Planning Project LLC

CIK 2052480 · Institution · as of Dec 31, 2025
Portfolio value
$398.00M
Positions
144
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 144 →
CompanyClassValueShares% of portfolio
iShares Core S&P 500—$149.52M218,30037.6%
iShares Core MSCI Eafe—$70.84M791,86817.8%
iShares Core US—$55.80M558,69914.0%
iShares Core S&P Mid Cap—$33.62M509,3218.4%
iShares MSCI UAE ETF—$28.33M257,0877.1%
iShares Core S&P Small—$20.83M173,2935.2%
Vanguard S&P 500 ETF—$7.68M12,2511.9%
Linde PLC—$5.84M13,7061.5%
Vanguard Ftse Developed—$2.75M44,0380.7%
Vanguard Total Bond—$2.49M33,6680.6%
Vanguard Total Stock—$1.91M5,7090.5%
SPDR S&P 500 ETF—$1.76M2,5750.4%
Vanguard Mid Cap ETF—$1.30M4,4850.3%
Vanguard Intermediate—$1.28M15,2250.3%
JPMorgan Limited Drtn—$1.05M20,1350.3%
iShares Russell 1000—$940.1K1,9860.2%
Vanguard Small Cap ETF—$930.7K3,6080.2%
iShares Russell 1000—$860.0K2,3030.2%
iShares National Muni—$764.3K7,1360.2%
Fidelity Total Bond ETF—$721.8K15,6780.2%
iShares Core MSCI—$519.7K7,7310.1%
Janus Henderson Aaa Clo—$488.0K9,6480.1%
iShares Russell 1000—$446.9K2,1250.1%
Schwab US Dividend—$432.7K15,7750.1%
Dimensional US Core—$387.4K8,2770.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.