Planning Project LLC
- SEC CIK
- 0002052480
- 最新申報
- 2026/9/1
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/12 申報。只含多頭部位。
- 持股檔數
- 144
- 2025 年第 3 季沒有申報
- 總值
- $3.98 億
- 2025 年第 3 季沒有申報
Planning Project LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288448 | INTL SEL DIV ETF | 2,697 | $10.6 萬 | <0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,786 | $12.5 萬 | <0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 5,249 | $12.6 萬 | <0.1% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 947 | $12.6 萬 | <0.1% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 2,900 | $13.1 萬 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,991 | $13.4 萬 | <0.1% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 8,245 | $13.6 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,520 | $16.2 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 3,689 | $17.3 萬 | <0.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,198 | $19.4 萬 | <0.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 3,079 | $21.4 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 689 | $21.7 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 5,781 | $22.0 萬 | 0.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,155 | $22.9 萬 | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 2,416 | $23.2 萬 | 0.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 611 | $24.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,495 | $28.6 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 665 | $32.4 萬 | 0.1% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 3,583 | $32.8 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 8,277 | $38.7 萬 | 0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,775 | $43.3 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,125 | $44.7 萬 | 0.1% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 9,648 | $48.8 萬 | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,731 | $52.0 萬 | 0.1% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 15,678 | $72.2 萬 | 0.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,136 | $76.4 萬 | 0.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 2,303 | $86.0 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,608 | $93.1 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,986 | $94.0 萬 | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 20,135 | $105.4 萬 | 0.3% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 15,225 | $127.5 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,485 | $130.2 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,575 | $175.6 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,709 | $191.4 萬 | 0.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 33,668 | $249.4 萬 | 0.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 44,038 | $275.1 萬 | 0.7% | – | – | – |
| LINLinde PLC | Stock | 13,706 | $584.4 萬 | 1.5% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 12,251 | $768.3 萬 | 1.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 173,293 | $2,083 萬 | 5.2% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 257,087 | $2,833 萬 | 7.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 509,321 | $3,362 萬 | 8.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 558,699 | $5,580 萬 | 14.0% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 791,868 | $7,084 萬 | 17.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 218,300 | $1.50 億 | 37.6% | – | – | – |