account_balance
Investment manager · 13F filer · SEC CIK 2052480
Planning Project LLC
Reported value$542Mas of Sep 30, 2026
Positions340
Top 10 weight90.6%IVV alone is 37%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
IVViShares Core S&P 500 ETF
36.7%
IEFAiShares Core MSCI EAFE ETF
16.8%
AGGiShares Core US Aggregate Bond ETF
11.6%
IJHiShares Core S&P Mid-Cap ETF
8.4%
LQDiShares iBoxx Invmt Grade Corp Bd ETF
5.9%
IJRiShares Core S&P Small-Cap ETF
5.3%
XOMExxonMobil Holdings Corp
2.2%
VOO1.5%
LIN1.3%VEA0.7%
AAPL0.7%SPYIVViShares Core S&P 500 ETF
36.7%
IEFAiShares Core MSCI EAFE ETF
16.8%
AGGiShares Core US Aggregate Bond ETF
11.6%
IJHiShares Core S&P Mid-Cap ETF
8.4%
LQDiShares iBoxx Invmt Grade Corp Bd ETF
5.9%
IJR5.3%
XOMLINVEA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Core S&P 500 ETF 36.7%
IEFA iShares Core MSCI EAFE ETF 16.8%
AGG iShares Core US Aggregate Bond ETF 11.6%
IJH iShares Core S&P Mid-Cap ETF 8.4%
LQD iShares iBoxx Invmt Grade Corp Bd ETF 5.9%
IJR iShares Core S&P Small-Cap ETF 5.3%
XOM ExxonMobil Holdings Corp 2.2% VOO Vanguard S&P 500 ETF 1.5%
LIN Linde PLC 1.3% VEA Vanguard FTSE Developed Markets ETF 0.7%
AAPL Apple Inc. 0.7% SPY SPDR S&P 500 ETF Trust 0.5% Free weekly email
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