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Planning Project LLC

All holdings · as of Dec 31, 2025

144 positions

CompanyClassValueShares% of portfolio
ISHARES CORE S&P US$15.5K920.0%
STATE STRT INDSTL SLCT$16.4K1050.0%
FIDELITY MSCI HEALTH$16.8K2260.0%
ISHARES S&P SMLL CAP 600$17.6K1250.0%
SCHWAB FUNDAMNTL US SML$17.7K5620.0%
ISHARES PREFERRED INCOME$20.0K6450.0%
DIMENSIONL GLOBAL REAL$20.7K7830.0%
TE Connectivity PLC$23.0K1010.0%
DIMENSIONAL INTERN HIGH$24.8K7840.0%
VANGUARD FTSE EUROPE$25.1K3000.0%
STE STRT FINCL SLCT$27.1K4950.0%
Simon Property Group Inc$29.6K1600.0%
TotalEnergies SE$30.8K4710.0%
FIDELITY MSCI ENERGY$31.5K1,2720.0%
Medtronic plc$32.7K3400.0%
ISHARES S&P MID CAP 400$33.3K3430.0%
VANGUARD EXTENDED MARKET$34.3K1640.0%
NXP Semiconductors N.V.$34.3K1580.0%
WISDOMTREE EMRG MRKT HG$36.1K7720.0%
FIDELITY MSCI UTILITIES$36.2K6550.0%
ISHARES EMERGING MARKETS$37.9K1,2160.0%
ROYAL CARIBBEAN CRUISES LTD$41.9K1500.0%
VANGUARD FTSE EMERGING$43.8K8140.0%
DIMENSIONAL EMERG CORE$43.8K1,3440.0%
INVESCO S&P 500 LOW$46.4K6500.0%
VANGUARD SMALL CAP VALUE$50.1K2370.0%
SCHWAB FUNDMNTL US LARGE$50.1K1,8420.0%
VANGUARD INFORMATION$51.3K680.0%
Chubb Ltd$51.8K1660.0%
Eaton Corp plc$51.9K1630.0%
Trane Technologies plc$53.3K1370.0%
SLB LIMITED/NV$53.8K1,4030.0%
ISHARES 0 1 YEAR$54.0K4900.0%
ISHARES RUSSELL 2000$57.1K2320.0%
ISHARES MSCI EUROPE$57.4K1,5480.0%
ISHARES RUSSELL MID CAP$58.7K6100.0%
iShares MSCI UAE ETF$61.2K4650.0%
DIMENSIONAL US SMALL CAP$62.0K1,8840.0%
VANGUARD CONSUMER$63.4K3000.0%
SPDR S&P INTERNATIONAL$71.6K1,6290.0%
DIMENSIONAL INTERN CORE$79.0K2,0720.0%
ISHARES RUSSELL MID CAP$85.8K6270.0%
SCHWAB US SMALL CAP ETF$91.2K3,2020.0%
ISHARES RUSSELL TOP 200$94.3K3400.0%
ISHARES EXPANDED TECH$94.6K8950.0%
STATE STRET TEC SELECT$96.0K6670.0%
ISHARES MSCI EAFE GROWTH$97.2K8530.0%
iShares MSCI UAE ETF$97.8K6580.0%
SCHWAB US LARGE CAP$99.7K3,0550.0%
ISHARES GOLD ETF$104.1K1,2820.0%
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