Planning Project LLC
•CIK: 2052480•Filing: Q4 2025
**Planning Project LLC** manages $398M across a diversified portfolio of 140 positions. The fund exhibits a significant allocation to broad market equity and fixed income, highlighted by a $149.5M position in IVV and a $70.8M holding in IEFA. Notable overweighting includes substantial exposure to fixed income via AGG ($55.8M) and LQD ($28.3M). This structure suggests a core mandate focused on capturing global equity growth while maintaining defensive ballast through high-quality fixed income instruments.
Total AUM
$398.0M
QoQ Performance
N/A
Positions
132
Top 10 Concentration
94.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IEFA
AGG
IJH
LQD
IJR
IVV37.6%
IEFA17.8%
AGG14.0%
IJH8.4%
LQD7.1%
IJR5.2%
VOO1.9%
LIN1.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other58.5%
ETF39.9%
Materials1.5%
Financial0.0%
Real Estate0.0%
Energy0.0%
Consumer0.0%
Technology0.0%