Planning Project LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
The Woodlands, TX
CIK
0002052480
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 144 397,996 IVV, IEFA, AGG, IJH 13F-HR 2/12/2026 000205248026000005