Planning Project LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PP Planning Project LLC | Institutional Filer | — | $398.0M | 144 |
Current Portfolio Holdings
Showing all 144 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 | — | 218K | $149.5M | 37.57% |
| 2 | IEFA | ISHARES CORE MSCI EAFE | — | 792K | $70.8M | 17.80% |
| 3 | AGG | ISHARES CORE US | — | 559K | $55.8M | 14.02% |
| 4 | IJH | ISHARES CORE S&P MID CAP | — | 509K | $33.6M | 8.45% |
| 5 | LQD | ISHARES IBOXX INVT GRADE | — | 257K | $28.3M | 7.12% |
| 6 | IJR | ISHARES CORE S&P SMALL | — | 173K | $20.8M | 5.23% |
| 7 | VOO | VANGUARD S&P 500 ETF | — | 12K | $7.7M | 1.93% |
| 8 | LIN | Linde plc | Basic Materials | 14K | $5.8M | 1.47% |
| 9 | VEA | VANGUARD FTSE DEVELOPED | — | 44K | $2.8M | 0.69% |
| 10 | BND | VANGUARD TOTAL BOND | — | 34K | $2.5M | 0.63% |
| 11 | VTI | VANGUARD TOTAL STOCK | — | 6K | $1.9M | 0.48% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 3K | $1.8M | 0.44% |
| 13 | VO | VANGUARD MID CAP ETF | — | 4K | $1.3M | 0.33% |
| 14 | VCIT | VANGUARD INTERMEDIATE | — | 15K | $1.3M | 0.32% |
| 15 | JPLD | JPMORGAN LIMITED DRTN | — | 20K | $1.1M | 0.26% |
Showing 1 to 15 of 144 holdings