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Planning Project

Latest statistics and disclosures from Planning Project's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002052480

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Positions held by Planning Project consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Planning Project

Planning Project holds 26 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Exchange Trade Fund (IVV)	39.1	$196M	255k	770.25	View chart
Ishares Tr Exchange Trade Fund (IEFA)	18.3	$92M	914k	100.20	View chart
Ishares Tr Exchange Trade Fund (AGG)	12.3	$62M	635k	97.42	View chart
Ishares Tr Exchange Trade Fund (IJH)	8.8	$44M	587k	75.35	View chart
Ishares Tr Exchange Trade Fund (LQD)	6.3	$32M	299k	106.23	View chart
Ishares Tr Exchange Trade Fund (IJR)	5.7	$29M	198k	144.43	View chart
Exxon Mobil Corp Stock (XOM)	2.3	$11M	71k	160.74	View chart
Vanguard Scottsdale Fds Exchange Trade Fund (VOO)	1.7	$8.5M	12k	704.86	View chart
Linde Stock (LIN)	1.3	$6.7M	14k	489.58	View chart
Vanguard Scottsdale Fds Exchange Trade Fund (VEA)	0.8	$4.0M	55k	72.92	View chart
Vanguard Bd Index Fds Exchange Trade Fund (BND)	0.5	$2.5M	35k	72.24	View chart
Vanguard Scottsdale Fds Exchange Trade Fund (VOOG)	0.4	$1.9M	22k	83.95	View chart
Conocophillips Stock (COP)	0.4	$1.8M	14k	131.89	View chart
Vanguard Scottsdale Fds Exchange Trade Fund (VO)	0.3	$1.5M	18k	82.06	View chart
Walmart Stock (WMT)	0.3	$1.5M	14k	104.87	View chart
Magnolia Oil & Gas Corp Stock (MGY)	0.3	$1.4M	53k	26.85	View chart
Vanguard Scottsdale Fds Exchange Trade Fund (VCIT)	0.3	$1.3M	16k	81.09	View chart
Vanguard Scottsdale Fds Exchange Trade Fund (VWO)	0.2	$823k	14k	60.52	View chart
Schwab Strategic Tr Exchange Trade Fund (SCHG)	0.1	$740k	21k	35.66	View chart
Ishares Tr Exchange Trade Fund (USHY)	0.1	$696k	19k	36.92	View chart
J P Morgan Exchange Traded F Exchange Trade Fund (JPLD)	0.1	$696k	13k	51.98	View chart
Schwab Strategic Tr Exchange Trade Fund (SCHD)	0.1	$559k	16k	34.89	View chart
Fidelity Merrimack Str Tr Exchange Trade Fund (FBND)	0.1	$508k	11k	44.75	View chart
Tidal Trust Ii Exchange Trade Fund (XMAG)	0.1	$363k	14k	26.03	View chart
Energy Transfer Stock (ET)	0.0	$238k	11k	21.51	View chart
Pimco Mun Income Fd Ii Exchange Trade Fund (PML)	0.0	$177k	24k	7.33	View chart

Past Filings by Planning Project

SEC 13F filings are viewable for Planning Project going back to 2026

Planning Project 2026 Q2 filed Sept. 1, 2026

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