Planning Project LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SODASTREAM INTL F | $0 | 0.0% |
| ALTABA INC XXX | $0 | 0.0% |
| WOLFSPEED INC XXX | $0 | 0.0% |
| LEH BROTHERS HLDGS XXX | $0 | 0.0% |
| VVT MED INC F | $8 | 0.0% |
| ISHARES BITCOIN ETF | $199 | 0.0% |
| TRULIEVE CANNABIS CORP F | $217 | 0.0% |
| Westport Fuel Systems Inc. | $236 | 0.0% |
| STATE SRT SPDR S&P | $965 | 0.0% |
| Jazz Pharmaceuticals PLC | $1.2K | 0.0% |
| Garmin Ltd | $1.3K | 0.0% |
| Ventas, Inc. | $1.4K | 0.0% |
| iShares MSCI UAE ETF | $1.6K | 0.0% |
| ISHARES JPMORGAN USD MTS | $2.0K | 0.0% |
| INVESCO ESG S&P 500 EQUL | $2.3K | 0.0% |
| ISHARES MSCI EMERGING | $2.6K | 0.0% |
| CRH PUBLIC LTD CO | $2.6K | 0.0% |
| FIDELITY NASDAQ | $2.6K | 0.0% |
| ISHARES US REAL ESTATE | $2.7K | 0.0% |
| iShares MSCI UAE ETF | $2.7K | 0.0% |
| Carnival Corp Ltd. | $3.1K | 0.0% |
| ISHARES RUSSELL 2000 | $3.9K | 0.0% |
| ISHARES CORE 80 20 AGG | $4.0K | 0.0% |
| VANGUARD EMERGING MARKT | $4.2K | 0.0% |
| KBS REAL ESTATE INVESTME | $4.4K | 0.0% |
| Equinix Inc | $4.8K | 0.0% |
| ISHARES CORE UNIVERSAL | $4.9K | 0.0% |
| ISHARES RUSSELL 2000 | $5.1K | 0.0% |
| Accenture plc | $5.1K | 0.0% |
| ISHARES RUSSELL MID CAP | $5.7K | 0.0% |
| ARK INNOVATION ETF | $5.8K | 0.0% |
| ISHARES MSCI EAFE SMALL | $6.1K | 0.0% |
| ST STRT SPDR S&P 600 S C | $6.7K | 0.0% |
| Welltower, Inc. | $6.9K | 0.0% |
| SPDR S&P MIDCAP 400 ETF | $7.2K | 0.0% |
| STAT STRT SPDR NVN ICE | $7.8K | 0.0% |
| ISHARES MSCI EAFE VALUE | $7.9K | 0.0% |
| SCHWAB US LARGE CAP | $8.4K | 0.0% |
| Aon plc | $8.5K | 0.0% |
| GOLDMAN SACHS ACTVBT | $9.2K | 0.0% |
| SCHWAB US BROAD MARKET | $9.6K | 0.0% |
| Prologis Inc | $10.8K | 0.0% |
| YANGARRA RES LTD F | $10.9K | 0.0% |
| VANGUARD MID CAP VALUE | $11.8K | 0.0% |
| REALTY INCOME CORP | $11.9K | 0.0% |
| GOLDMAN SACHS ACTVBETA | $12.1K | 0.0% |
| VANGUARD MID CAP GROWTH | $12.4K | 0.0% |
| Public Storage | $12.7K | 0.0% |
| ISHARES S&P SMALL CAP | $14.2K | 0.0% |
| FIDELITY MSCI MATERIALS | $14.7K | 0.0% |