Planning Project LLC
CIK 2052480 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $398.0M
- पोजीशन
- 144
- तिथि अनुसार
- 31 दिसमबर 2025 Q4 2025 के अनुसार डेटा
13F मूल्य के अनुसार 9443 में से #4380 · शीर्ष 46.4%
- शीर्ष 10 होल्डिंग्स का भार
- 94.90%
- शीर्ष 25 होल्डिंग्स का भार
- 98.37%
- 1% से ऊपर की स्थितियाँ
- 8
- स्थितियों की प्रभावी संख्या
- 4.8
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
- नई स्थितियाँ
- 144
- बढ़ाया
- 0
- घटा हुआ
- 0
- बंद
- 0
इस पृष्ठ पर
क्षेत्रवार विवरण
Materials
1.5%
Energy
0.1%
Industrials
0.0%
Financials
0.0%
Consumer Discretionary
0.0%
Technology
0.0%
Health Care
0.0%
Real Estate
0.0%
Consumer products
0.0%
अन्य/अनमैप्ड
98.4%
पूर्ण पोर्टफोलियो 144 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| IVV | $149522430 | 37.57% | 218300 | ऊपर ×1 | |||
| IEFA | $70840553 | 17.80% | 791868 | ऊपर ×1 | |||
| AGG | $55802860 | 14.02% | 558699 | ऊपर ×1 | |||
| IJH | $33615188 | 8.45% | 509321 | ऊपर ×1 | |||
| LQD | $28328446 | 7.12% | 257087 | ऊपर ×1 | |||
| IJR | $20826366 | 5.23% | 173293 | ऊपर ×1 | |||
| VOO | $7683203 | 1.93% | 12251 | ऊपर ×1 | |||
| LIN Linde plc - Ordinary Shares | $5844101 | 1.47% | 13706 | ऊपर ×1 | |||
| VEA | $2751051 | 0.69% | 44038 | ऊपर ×1 | |||
| BND Vanguard Total Bond Market ETF | $2493796 | 0.63% | 33668 | ऊपर ×1 | |||
| VTI | $1914129 | 0.48% | 5709 | ऊपर ×1 | |||
| SPY SPY | $1755764 | 0.44% | 2575 | ऊपर ×1 | |||
| VO | $1301543 | 0.33% | 4485 | ऊपर ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1275084 | 0.32% | 15225 | ऊपर ×1 | |||
| JPLD | $1053843 | 0.26% | 20135 | ऊपर ×1 | |||
| IWF | $940055 | 0.24% | 1986 | ऊपर ×1 | |||
| VB | $930739 | 0.23% | 3608 | ऊपर ×1 | |||
| IWB | $859977 | 0.22% | 2303 | ऊपर ×1 | |||
| MUB | $764304 | 0.19% | 7136 | ऊपर ×1 | |||
| FBND | $721793 | 0.18% | 15678 | ऊपर ×1 | |||
| IEMG | $519670 | 0.13% | 7731 | ऊपर ×1 | |||
| JAAA | $487978 | 0.12% | 9648 | ऊपर ×1 | |||
| IWD | $446883 | 0.11% | 2125 | ऊपर ×1 | |||
| SCHD | $432708 | 0.11% | 15775 | ऊपर ×1 | |||
| DFAU | $387364 | 0.10% | 8277 | ऊपर ×1 | |||
| VIGI Vanguard International Dividend Appreciation ETF | $327673 | 0.08% | 3583 | ऊपर ×1 | |||
| VUG | $324271 | 0.08% | 665 | ऊपर ×1 | |||
| VTV | $285572 | 0.07% | 1495 | ऊपर ×1 | |||
| GLD | $242145 | 0.06% | 611 | ऊपर ×1 | |||
| EFA | $232035 | 0.06% | 2416 | ऊपर ×1 | |||
| QUAL | $229449 | 0.06% | 1155 | ऊपर ×1 | |||
| DUHP | $219851 | 0.06% | 5781 | ऊपर ×1 | |||
| VV | $216974 | 0.05% | 689 | ऊपर ×1 | |||
| DGRO | $213767 | 0.05% | 3079 | ऊपर ×1 | |||
| VNQ | $194490 | 0.05% | 2198 | ऊपर ×1 | |||
| PRF | $173088 | 0.04% | 3689 | ऊपर ×1 | |||
| SPYG | $162236 | 0.04% | 1520 | ऊपर ×1 | |||
| ET Energy Transfer LP Common Units | $135958 | 0.03% | 8245 | ऊपर ×1 | |||
| SCHX | $134308 | 0.03% | 4991 | ऊपर ×1 | |||
| FNDF | $131109 | 0.03% | 2900 | ऊपर ×1 | |||
| VFH | $126373 | 0.03% | 947 | ऊपर ×1 | |||
| SCHF | $126197 | 0.03% | 5249 | ऊपर ×1 | |||
| XLE XLE | $124570 | 0.03% | 2786 | ऊपर ×1 | |||
| IDV | $106397 | 0.03% | 2697 | ऊपर ×1 | |||
| IAU | $104060 | 0.03% | 1282 | ऊपर ×1 | |||
| SCHG | $99659 | 0.03% | 3055 | ऊपर ×1 | |||
| ITOT | $97804 | 0.02% | 658 | ऊपर ×1 | |||
| EFG | $97197 | 0.02% | 853 | ऊपर ×1 | |||
| XLK XLK | $96031 | 0.02% | 667 | ऊपर ×1 | |||
| IGV | $94593 | 0.02% | 895 | ऊपर ×1 | |||
| IWY | $94251 | 0.02% | 340 | ऊपर ×1 | |||
| SCHA | $91193 | 0.02% | 3202 | ऊपर ×1 | |||
| IWP | $85820 | 0.02% | 627 | ऊपर ×1 | |||
| DFAI | $78964 | 0.02% | 2072 | ऊपर ×1 | |||
| DWX | $71571 | 0.02% | 1629 | ऊपर ×1 | |||
| VDC | $63372 | 0.02% | 300 | ऊपर ×1 | |||
| DFSV | $61965 | 0.02% | 1884 | ऊपर ×1 | |||
| IJJ | $61201 | 0.02% | 465 | ऊपर ×1 | |||
| IWR | $58713 | 0.01% | 610 | ऊपर ×1 | |||
| EUFN iShares MSCI Europe Financials ETF | $57415 | 0.01% | 1548 | ऊपर ×1 | |||
| IWM | $57114 | 0.01% | 232 | ऊपर ×1 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $53974 | 0.01% | 490 | ऊपर ×1 | |||
| SLB SLB Limited Common Shares | $53847 | 0.01% | 1403 | ऊपर ×1 | |||
| TT Trane Technologies plc | $53320 | 0.01% | 137 | ऊपर ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $51917 | 0.01% | 163 | ऊपर ×1 | |||
| CB Chubb Limited Common Stock | $51838 | 0.01% | 166 | ऊपर ×1 | |||
| VGT | $51301 | 0.01% | 68 | ऊपर ×1 | |||
| FNDX | $50121 | 0.01% | 1842 | ऊपर ×1 | |||
| VBR | $50092 | 0.01% | 237 | ऊपर ×1 | |||
| SPLV | $46446 | 0.01% | 650 | ऊपर ×1 | |||
| DFAE | $43774 | 0.01% | 1344 | ऊपर ×1 | |||
| VWO | $43772 | 0.01% | 814 | ऊपर ×1 | |||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $41943 | 0.01% | 150 | ऊपर ×1 | |||
| DVYE | $37891 | 0.01% | 1216 | ऊपर ×1 | |||
| FUTY | $36169 | 0.01% | 655 | ऊपर ×1 | |||
| DEM | $36060 | 0.01% | 772 | ऊपर ×1 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $34295 | 0.01% | 158 | ऊपर ×1 | |||
| VXF | $34253 | 0.01% | 164 | ऊपर ×1 | |||
| IJK | $33272 | 0.01% | 343 | ऊपर ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $32660 | 0.01% | 340 | ऊपर ×1 | |||
| FENY | $31507 | 0.01% | 1272 | ऊपर ×1 | |||
| TTE TotalEnergies SE Ordinary Shares | $30813 | 0.01% | 471 | ऊपर ×1 | |||
| SPG Simon Property Group, Inc. Common Stock | $29556 | 0.01% | 160 | ऊपर ×1 | |||
| XLF XLF | $27116 | 0.01% | 495 | ऊपर ×1 | |||
| VGK | $25083 | 0.01% | 300 | ऊपर ×1 | |||
| DIHP | $24825 | 0.01% | 784 | ऊपर ×1 | |||
| TEL TE Connectivity plc Ordinary Shares | $23046 | 0.01% | 101 | ऊपर ×1 | |||
| DFGR | $20687 | 0.01% | 783 | ऊपर ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $19978 | 0.01% | 645 | ऊपर ×1 | |||
| FNDA | $17709 | 0.00% | 562 | ऊपर ×1 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $17623 | 0.00% | 125 | ऊपर ×1 | |||
| FHLC | $16787 | 0.00% | 226 | ऊपर ×1 | |||
| XLI XLI | $16358 | 0.00% | 105 | ऊपर ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $15470 | 0.00% | 92 | ऊपर ×1 | |||
| FMAT | $14711 | 0.00% | 277 | ऊपर ×1 | |||
| IJS | $14187 | 0.00% | 125 | ऊपर ×1 | |||
| PSA Public Storage Common Stock | $12716 | 0.00% | 49 | ऊपर ×1 | |||
| VOT | $12422 | 0.00% | 45 | ऊपर ×1 | |||
| GSLC | $12105 | 0.00% | 91 | ऊपर ×1 | |||
| O Realty Income Corporation Common Stock | $11894 | 0.00% | 211 | ऊपर ×1 | |||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| IVV | $149522430 | 218300 | 37.57% |
| IEFA | $70840553 | 791868 | 17.80% |
| AGG | $55802860 | 558699 | 14.02% |
| IJH | $33615188 | 509321 | 8.45% |
| LQD | $28328446 | 257087 | 7.12% |
| IJR | $20826366 | 173293 | 5.23% |
| VOO | $7683203 | 12251 | 1.93% |
| LIN | $5844101 | 13706 | 1.47% |
| VEA | $2751051 | 44038 | 0.69% |
| BND | $2493796 | 33668 | 0.63% |
| VTI | $1914129 | 5709 | 0.48% |
| SPY | $1755764 | 2575 | 0.44% |
| VO | $1301543 | 4485 | 0.33% |
| VCIT | $1275084 | 15225 | 0.32% |
| JPLD | $1053843 | 20135 | 0.26% |