Planning Project LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES CORE S&P 500 | $149.52M | 37.6% |
| ISHARES CORE MSCI EAFE | $70.84M | 17.8% |
| ISHARES CORE US | $55.80M | 14.0% |
| ISHARES CORE S&P MID CAP | $33.62M | 8.4% |
| iShares MSCI UAE ETF | $28.33M | 7.1% |
| ISHARES CORE S&P SMALL | $20.83M | 5.2% |
| VANGUARD S&P 500 ETF | $7.68M | 1.9% |
| LINDE PLC | $5.84M | 1.5% |
| VANGUARD FTSE DEVELOPED | $2.75M | 0.7% |
| VANGUARD TOTAL BOND | $2.49M | 0.6% |
| VANGUARD TOTAL STOCK | $1.91M | 0.5% |
| SPDR S&P 500 ETF | $1.76M | 0.4% |
| VANGUARD MID CAP ETF | $1.30M | 0.3% |
| VANGUARD INTERMEDIATE | $1.28M | 0.3% |
| JPMORGAN LIMITED DRTN | $1.05M | 0.3% |
| ISHARES RUSSELL 1000 | $940.1K | 0.2% |
| VANGUARD SMALL CAP ETF | $930.7K | 0.2% |
| ISHARES RUSSELL 1000 | $860.0K | 0.2% |
| ISHARES NATIONAL MUNI | $764.3K | 0.2% |
| FIDELITY TOTAL BOND ETF | $721.8K | 0.2% |
| ISHARES CORE MSCI | $519.7K | 0.1% |
| JANUS HENDERSON AAA CLO | $488.0K | 0.1% |
| ISHARES RUSSELL 1000 | $446.9K | 0.1% |
| SCHWAB US DIVIDEND | $432.7K | 0.1% |
| DIMENSIONAL US CORE | $387.4K | 0.1% |
| VANGUARD INTL DIVIDEND | $327.7K | 0.1% |
| VANGUARD GROWTH ETF | $324.3K | 0.1% |
| VANGUARD VALUE ETF | $285.6K | 0.1% |
| SPDR GOLD SHARES ETF | $242.1K | 0.1% |
| ISHARES MSCI EAFE ETF | $232.0K | 0.1% |
| iShares MSCI UAE ETF | $229.4K | 0.1% |
| DIMENSIONAL US HIGH | $219.9K | 0.1% |
| VANGUARD LARGE CAP ETF | $217.0K | 0.1% |
| ISHARES CORE DIVIDEND | $213.8K | 0.1% |
| VANGUARD REAL ESTATE | $194.5K | 0.0% |
| INVESCO RAFI US 1000 | $173.1K | 0.0% |
| ST STRT SPDR PRTL S&P | $162.2K | 0.0% |
| Energy Transfer LPET | $136.0K | 0.0% |
| SCHWAB US LARGE CAP ETF | $134.3K | 0.0% |
| SCHWAB FUNDAMNTL INTRNL | $131.1K | 0.0% |
| VANGUARD FINANCIALS ETF | $126.4K | 0.0% |
| SCHWAB INTERNATIONAL | $126.2K | 0.0% |
| STATE STRET ENRGY SLECT | $124.6K | 0.0% |
| ISHARES INTERNATIONAL | $106.4K | 0.0% |
| ISHARES GOLD ETF | $104.1K | 0.0% |
| SCHWAB US LARGE CAP | $99.7K | 0.0% |
| iShares MSCI UAE ETF | $97.8K | 0.0% |
| ISHARES MSCI EAFE GROWTH | $97.2K | 0.0% |
| STATE STRET TEC SELECT | $96.0K | 0.0% |
| ISHARES EXPANDED TECH | $94.6K | 0.0% |