Planning Project LLC
CIK 2052480 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $398.0M
- 持仓
- 144
- 截至
- 2025年12月31日 数据截至 Q4 2025
按 13F 价值排名第 4381（共 9443） · 前 46.4%
- 前十大持仓权重
- 94.90%
- 前二十五大持仓权重
- 98.37%
- 持仓高于 1%
- 8
- 有效持仓数量
- 4.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 144
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
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%
其他/未映射
98.4%
完整投资组合 144 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $149522430 | 37.57% | 218300 | 上涨 ×1 | |||
| IEFA | $70840553 | 17.80% | 791868 | 上涨 ×1 | |||
| AGG | $55802860 | 14.02% | 558699 | 上涨 ×1 | |||
| IJH | $33615188 | 8.45% | 509321 | 上涨 ×1 | |||
| LQD | $28328446 | 7.12% | 257087 | 上涨 ×1 | |||
| IJR | $20826366 | 5.23% | 173293 | 上涨 ×1 | |||
| VOO | $7683203 | 1.93% | 12251 | 上涨 ×1 | |||
| LIN Linde plc - Ordinary Shares | $5844101 | 1.47% | 13706 | 上涨 ×1 | |||
| VEA | $2751051 | 0.69% | 44038 | 上涨 ×1 | |||
| BND Vanguard Total Bond Market ETF | $2493796 | 0.63% | 33668 | 上涨 ×1 | |||
| VTI | $1914129 | 0.48% | 5709 | 上涨 ×1 | |||
| SPY SPY | $1755764 | 0.44% | 2575 | 上涨 ×1 | |||
| VO | $1301543 | 0.33% | 4485 | 上涨 ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1275084 | 0.32% | 15225 | 上涨 ×1 | |||
| JPLD | $1053843 | 0.26% | 20135 | 上涨 ×1 | |||
| IWF | $940055 | 0.24% | 1986 | 上涨 ×1 | |||
| VB | $930739 | 0.23% | 3608 | 上涨 ×1 | |||
| IWB | $859977 | 0.22% | 2303 | 上涨 ×1 | |||
| MUB | $764304 | 0.19% | 7136 | 上涨 ×1 | |||
| FBND | $721793 | 0.18% | 15678 | 上涨 ×1 | |||
| IEMG | $519670 | 0.13% | 7731 | 上涨 ×1 | |||
| JAAA | $487978 | 0.12% | 9648 | 上涨 ×1 | |||
| IWD | $446883 | 0.11% | 2125 | 上涨 ×1 | |||
| SCHD | $432708 | 0.11% | 15775 | 上涨 ×1 | |||
| DFAU | $387364 | 0.10% | 8277 | 上涨 ×1 | |||
| VIGI Vanguard International Dividend Appreciation ETF | $327673 | 0.08% | 3583 | 上涨 ×1 | |||
| VUG | $324271 | 0.08% | 665 | 上涨 ×1 | |||
| VTV | $285572 | 0.07% | 1495 | 上涨 ×1 | |||
| GLD | $242145 | 0.06% | 611 | 上涨 ×1 | |||
| EFA | $232035 | 0.06% | 2416 | 上涨 ×1 | |||
| QUAL | $229449 | 0.06% | 1155 | 上涨 ×1 | |||
| DUHP | $219851 | 0.06% | 5781 | 上涨 ×1 | |||
| VV | $216974 | 0.05% | 689 | 上涨 ×1 | |||
| DGRO | $213767 | 0.05% | 3079 | 上涨 ×1 | |||
| VNQ | $194490 | 0.05% | 2198 | 上涨 ×1 | |||
| PRF | $173088 | 0.04% | 3689 | 上涨 ×1 | |||
| SPYG | $162236 | 0.04% | 1520 | 上涨 ×1 | |||
| ET Energy Transfer LP Common Units | $135958 | 0.03% | 8245 | 上涨 ×1 | |||
| SCHX | $134308 | 0.03% | 4991 | 上涨 ×1 | |||
| FNDF | $131109 | 0.03% | 2900 | 上涨 ×1 | |||
| VFH | $126373 | 0.03% | 947 | 上涨 ×1 | |||
| SCHF | $126197 | 0.03% | 5249 | 上涨 ×1 | |||
| XLE XLE | $124570 | 0.03% | 2786 | 上涨 ×1 | |||
| IDV | $106397 | 0.03% | 2697 | 上涨 ×1 | |||
| IAU | $104060 | 0.03% | 1282 | 上涨 ×1 | |||
| SCHG | $99659 | 0.03% | 3055 | 上涨 ×1 | |||
| ITOT | $97804 | 0.02% | 658 | 上涨 ×1 | |||
| EFG | $97197 | 0.02% | 853 | 上涨 ×1 | |||
| XLK XLK | $96031 | 0.02% | 667 | 上涨 ×1 | |||
| IGV | $94593 | 0.02% | 895 | 上涨 ×1 | |||
| IWY | $94251 | 0.02% | 340 | 上涨 ×1 | |||
| SCHA | $91193 | 0.02% | 3202 | 上涨 ×1 | |||
| IWP | $85820 | 0.02% | 627 | 上涨 ×1 | |||
| DFAI | $78964 | 0.02% | 2072 | 上涨 ×1 | |||
| DWX | $71571 | 0.02% | 1629 | 上涨 ×1 | |||
| VDC | $63372 | 0.02% | 300 | 上涨 ×1 | |||
| DFSV | $61965 | 0.02% | 1884 | 上涨 ×1 | |||
| IJJ | $61201 | 0.02% | 465 | 上涨 ×1 | |||
| IWR | $58713 | 0.01% | 610 | 上涨 ×1 | |||
| EUFN iShares MSCI Europe Financials ETF | $57415 | 0.01% | 1548 | 上涨 ×1 | |||
| IWM | $57114 | 0.01% | 232 | 上涨 ×1 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $53974 | 0.01% | 490 | 上涨 ×1 | |||
| SLB SLB Limited Common Shares | $53847 | 0.01% | 1403 | 上涨 ×1 | |||
| TT Trane Technologies plc | $53320 | 0.01% | 137 | 上涨 ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $51917 | 0.01% | 163 | 上涨 ×1 | |||
| CB Chubb Limited Common Stock | $51838 | 0.01% | 166 | 上涨 ×1 | |||
| VGT | $51301 | 0.01% | 68 | 上涨 ×1 | |||
| FNDX | $50121 | 0.01% | 1842 | 上涨 ×1 | |||
| VBR | $50092 | 0.01% | 237 | 上涨 ×1 | |||
| SPLV | $46446 | 0.01% | 650 | 上涨 ×1 | |||
| DFAE | $43774 | 0.01% | 1344 | 上涨 ×1 | |||
| VWO | $43772 | 0.01% | 814 | 上涨 ×1 | |||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $41943 | 0.01% | 150 | 上涨 ×1 | |||
| DVYE | $37891 | 0.01% | 1216 | 上涨 ×1 | |||
| FUTY | $36169 | 0.01% | 655 | 上涨 ×1 | |||
| DEM | $36060 | 0.01% | 772 | 上涨 ×1 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $34295 | 0.01% | 158 | 上涨 ×1 | |||
| VXF | $34253 | 0.01% | 164 | 上涨 ×1 | |||
| IJK | $33272 | 0.01% | 343 | 上涨 ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $32660 | 0.01% | 340 | 上涨 ×1 | |||
| FENY | $31507 | 0.01% | 1272 | 上涨 ×1 | |||
| TTE TotalEnergies SE Ordinary Shares | $30813 | 0.01% | 471 | 上涨 ×1 | |||
| SPG Simon Property Group, Inc. Common Stock | $29556 | 0.01% | 160 | 上涨 ×1 | |||
| XLF XLF | $27116 | 0.01% | 495 | 上涨 ×1 | |||
| VGK | $25083 | 0.01% | 300 | 上涨 ×1 | |||
| DIHP | $24825 | 0.01% | 784 | 上涨 ×1 | |||
| TEL TE Connectivity plc Ordinary Shares | $23046 | 0.01% | 101 | 上涨 ×1 | |||
| DFGR | $20687 | 0.01% | 783 | 上涨 ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $19978 | 0.01% | 645 | 上涨 ×1 | |||
| FNDA | $17709 | 0.00% | 562 | 上涨 ×1 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $17623 | 0.00% | 125 | 上涨 ×1 | |||
| FHLC | $16787 | 0.00% | 226 | 上涨 ×1 | |||
| XLI XLI | $16358 | 0.00% | 105 | 上涨 ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $15470 | 0.00% | 92 | 上涨 ×1 | |||
| FMAT | $14711 | 0.00% | 277 | 上涨 ×1 | |||
| IJS | $14187 | 0.00% | 125 | 上涨 ×1 | |||
| PSA Public Storage Common Stock | $12716 | 0.00% | 49 | 上涨 ×1 | |||
| VOT | $12422 | 0.00% | 45 | 上涨 ×1 | |||
| GSLC | $12105 | 0.00% | 91 | 上涨 ×1 | |||
| O Realty Income Corporation Common Stock | $11894 | 0.00% | 211 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| 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% |