Planning Project LLC
CIK 2052480 · Holdings on Jun 30, 2026 · First reported Sep 1, 2026
Top ten holdings
Q2 2026- IVV39.09%
- IEFA18.27%
- AGG12.34%
- IJH8.82%
- LQD6.34%
- IJR5.70%
- EXMOC2.27%
- VOO1.70%
- LIN1.34%
- VEA0.80%
Share classes counted separately96.67%
Portfolio value by quarter
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFEXCHANGE TRADE FUND View history and evidence | $195.99M | 39.09% | 254.45K shares | Prior unavailable +36.15K (+16.60%) | Added | ↗▾ |
| 02 | IEFAISHARES CORE MSCI EAFE ETFEXCHANGE TRADE FUND View history and evidence | $91.60M | 18.27% | 914.24K shares | Prior unavailable +122.37K (+15.50%) | Added | ↗▾ |
| 03 | AGGISHARES CORE U.S. AGGREGATEEXCHANGE TRADE FUND View history and evidence | $61.84M | 12.34% | 634.81K shares | Prior unavailable +76.11K (+13.60%) | Added | ↗▾ |
| 04 | IJHISHARES CORE S&P MIDCAP ETFEXCHANGE TRADE FUND View history and evidence | $44.24M | 8.82% | 587.16K shares | Prior unavailable +77.84K (+15.30%) | Added | ↗▾ |
| 05 | LQDISHR IBX USD INVGD CB ETF-UIEXCHANGE TRADE FUND View history and evidence | $31.80M | 6.34% | 299.34K shares | Prior unavailable +42.25K (+16.40%) | Added | ↗▾ |
| 06 | IJRISHARES CORE S&P SMALL-CAP EEXCHANGE TRADE FUND View history and evidence | $28.57M | 5.70% | 197.82K shares | Prior unavailable +24.53K (+14.20%) | Added | ↗▾ |
| 07 | EXMOCEXXON MOBIL CORPSTOCK View history and evidence | $11.40M | 2.27% | 70.89K shares | Prior unavailable +70.89K | New | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFEXCHANGE TRADE FUND View history and evidence | $8.53M | 1.70% | 12.10K shares | Prior unavailable -153 (-1.20%) | Reduced | ↗▾ |
| 09 | LINLINDE PLCSTOCK View history and evidence | $6.71M | 1.34% | 13.71K shares | Prior unavailable +1 (0.00%) | Added | ↗▾ |
| 10 | VEAVANGUARD FTSE DEVELOPED ETFEXCHANGE TRADE FUND View history and evidence | $4.01M | 0.80% | 54.98K shares | Prior unavailable +10.94K (+24.80%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 126
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VTI VG MORNINGSTAR TS MKT ETF-US | Non-derivative | -5,709 | -$1.91M | SEC filing ↗ | SEC filing ↗ |
| SPY SS SPDR S&P 500 ETF TRUST-US | Non-derivative | -2,575 | -$1.76M | SEC filing ↗ | SEC filing ↗ |
| IWF ISHARES RUSSELL 1000 GROWTH | Non-derivative | -1,986 | -$940.05K | SEC filing ↗ | SEC filing ↗ |
3 / 126 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2052480 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-09-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 501360166
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.