Planning Project LLC - Portfolio overview

Planning Project LLC has 138 reported holdings in this dataset, with the latest filing dated 2026-02-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Energy.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500, 37.57%
2. IEFA - ISHARES CORE MSCI EAFE, 17.80%
3. AGG - ISHARES CORE US, 14.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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