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Portfolio (Quarterly) Guide ↗

Planning Project LLC

· CIK 0002052480
13F Portfolio $398M AUM 144 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 144 New
Page 2 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEMG ISHARES CORE MSCI 7,731.0 $520K 0.13% NEW $67.22 +21.3%
22 JAAA JANUS HENDERSON AAA CLO 9,648.0 $488K 0.12% NEW $50.58 +0.1%
23 IWD ISHARES RUSSELL 1000 2,125.0 $447K 0.11% NEW $210.30 +15.0%
24 SCHD SCHWAB US DIVIDEND 15,775.0 $433K 0.11% NEW $27.43 +15.6%
25 DFAU DIMENSIONAL US CORE 8,277.0 $387K 0.10% NEW $46.80 +9.3%
26 VIGI VANGUARD INTL DIVIDEND 3,583.0 $328K 0.08% NEW $91.45 +1.6%
27 VUG VANGUARD GROWTH ETF 665.0 $324K 0.08% NEW $487.63 -82.6%
28 VTV VANGUARD VALUE ETF 1,495.0 $286K 0.07% NEW $191.02 +14.1%
29 GLD SPDR GOLD SHARES ETF Financial Services 611.0 $242K 0.06% NEW $396.31 -7.4%
30 EFA ISHARES MSCI EAFE ETF 2,416.0 $232K 0.06% NEW $96.04 +6.7%
31 QUAL ISHARES MSCI USA QLTY 1,155.0 $229K 0.06% NEW $198.66 +7.9%
32 DUHP DIMENSIONAL US HIGH 5,781.0 $220K 0.06% NEW $38.03 +7.7%
33 VV VANGUARD LARGE CAP ETF 689.0 $217K 0.06% NEW $314.91 +8.2%
34 DGRO ISHARES CORE DIVIDEND 3,079.0 $214K 0.05% NEW $69.43 +8.6%
35 VNQ VANGUARD REAL ESTATE 2,198.0 $194K 0.05% NEW $88.48 +9.5%
36 PRF INVESCO RAFI US 1000 3,689.0 $173K 0.04% NEW $46.92 +14.5%
37 SPYG ST STRT SPDR PRTL S&P 1,520.0 $162K 0.04% NEW $106.73 +9.1%
38 ET ENERGY TRANSFER L P LP Energy 8,245.0 $136K 0.03% NEW $16.49 +14.7%
39 SCHX SCHWAB US LARGE CAP ETF 4,991.0 $134K 0.03% NEW $26.91 +8.1%
40 FNDF SCHWAB FUNDAMNTL INTRNL 2,900.0 $131K 0.03% NEW $45.21 +15.9%
Page 2 of 8  ·  144 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 68.5%
Financial Services 25.4%
Energy 2.2%
Industrials 1.2%
Real Estate 0.9%
Technology 0.7%
Consumer Cyclical 0.5%
Healthcare 0.4%