Pearl Planning LLC
CIK 2100519 · Holdings on Dec 31, 2025 · First reported Feb 3, 2026
Top ten holdings
Q4 2025- VOO15.67%
- AVDE10.45%
- BND8.99%
- VTV8.55%
- VO7.41%
- FRDM5.75%
- DGRO4.32%
- ESGV4.21%
- AVUV3.98%
- BOXX3.46%
Share classes counted separately72.79%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $25.62M | 15.67% | 40.86K shares | Prior unavailable — | — | ↗▾ |
| 02 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $17.09M | 10.45% | 207.66K shares | Prior unavailable — | — | ↗▾ |
| 03 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $14.70M | 8.99% | 198.41K shares | Prior unavailable — | — | ↗▾ |
| 04 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $13.98M | 8.55% | 73.19K shares | Prior unavailable — | — | ↗▾ |
| 05 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $12.12M | 7.41% | 41.77K shares | Prior unavailable — | — | ↗▾ |
| 06 | FRDMFREEDOM 100 EMEGING MRKT ETFFREEDOM 100 EM View history and evidence | $9.40M | 5.75% | 183.44K shares | Prior unavailable — | — | ↗▾ |
| 07 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $7.06M | 4.32% | 101.64K shares | Prior unavailable — | — | ↗▾ |
| 08 | ESGVVANGUARD ESG US STOCK ETFESG US STK ETF View history and evidence | $6.89M | 4.21% | 56.96K shares | Prior unavailable — | — | ↗▾ |
| 09 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $6.51M | 3.98% | 63.79K shares | Prior unavailable — | — | ↗▾ |
| 10 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $5.66M | 3.46% | 49.16K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2100519 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-03
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 163512209
}Research all 52 reported holdings.
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