Investor
Planning Project LLC
CIK 0002052480 · filed 2026-02-12 · SEC filing
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 218.3K | $149.5M | 37.6% | — | Held |
| Ishares Tr | — | 791.9K | $70.8M | 17.8% | — | Held |
| Ishares Tr | — | 558.7K | $55.8M | 14.0% | — | Held |
| Ishares Tr | — | 509.3K | $33.6M | 8.4% | — | Held |
| Ishares Tr | — | 257.1K | $28.3M | 7.1% | — | Held |
| Ishares Tr | — | 173.3K | $20.8M | 5.2% | — | Held |
| Vanguard Index Fds | — | 12.3K | $7.68M | 1.9% | — | Held |
| Linde Plc | LIN | 13.7K | $5.84M | 1.5% | — | Held |
| Vanguard Tax-Managed Fds | — | 44K | $2.75M | 0.7% | — | Held |
| Vanguard Bd Index Fds | — | 33.7K | $2.49M | 0.6% | — | Held |
| Vanguard Index Fds | — | 5.71K | $1.91M | 0.5% | — | Held |
| Spdr S&P 500 Etf Tr | — | 2.58K | $1.76M | 0.4% | — | Held |
| Vanguard Index Fds | — | 4.49K | $1.3M | 0.3% | — | Held |
| Vanguard Scottsdale Fds | — | 15.2K | $1.28M | 0.3% | — | Held |
| J P Morgan Exchange Traded F | — | 20.1K | $1.05M | 0.3% | — | Held |
| Ishares Tr | — | 1.99K | $940.1K | 0.2% | — | Held |
| Vanguard Index Fds | — | 3.61K | $930.7K | 0.2% | — | Held |
| Ishares Tr | — | 2.3K | $860K | 0.2% | — | Held |
| Ishares Tr | — | 7.14K | $764.3K | 0.2% | — | Held |
| Fidelity Merrimack Str Tr | — | 15.7K | $721.8K | 0.2% | — | Held |
| Ishares Inc | — | 7.73K | $519.7K | 0.1% | — | Held |
| Janus Detroit Str Tr | — | 9.65K | $488K | 0.1% | — | Held |
| Ishares Tr | — | 2.13K | $446.9K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 15.8K | $432.7K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 8.28K | $387.4K | 0.1% | — | Held |
| Vanguard Whitehall Fds | — | 3.58K | $327.7K | 0.1% | — | Held |
| Vanguard Growth Etf | — | 665 | $324.3K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.5K | $285.6K | 0.1% | — | Held |
| Spdr Gold Tr | — | 611 | $242.1K | 0.1% | — | Held |
| Ishares Tr | — | 2.42K | $232K | 0.1% | — | Held |
| Ishares Tr | — | 1.16K | $229.4K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 5.78K | $219.9K | 0.1% | — | Held |
| Vanguard Index Fds | — | 689 | $217K | 0.1% | — | Held |
| Ishares Tr | — | 3.08K | $213.8K | 0.1% | — | Held |
| Vanguard Index Fds | — | 2.2K | $194.5K | 0.0% | — | Held |
| Invesco Exchange Traded Fd T | — | 3.69K | $173.1K | 0.0% | — | Held |
| Spdr Series Trust | — | 1.52K | $162.2K | 0.0% | — | Held |
| Energy Transfer L P | — | 8.24K | $136K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 4.99K | $134.3K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 2.9K | $131.1K | 0.0% | — | Held |
| Vanguard World Fd | — | 947 | $126.4K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 5.25K | $126.2K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 2.79K | $124.6K | 0.0% | — | Held |
| Ishares Tr | — | 2.7K | $106.4K | 0.0% | — | Held |
| Ishares Gold Tr | — | 1.28K | $104.1K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 3.06K | $99.7K | 0.0% | — | Held |
| Ishares Tr | — | 658 | $97.8K | 0.0% | — | Held |
| Ishares Tr | — | 853 | $97.2K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 667 | $96K | 0.0% | — | Held |
| Ishares Tr | — | 895 | $94.6K | 0.0% | — | Held |
| Ishares Tr | — | 340 | $94.3K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 3.2K | $91.2K | 0.0% | — | Held |
| Ishares Tr | — | 627 | $85.8K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 2.07K | $79K | 0.0% | — | Held |
| Spdr Index Shs Fds | — | 1.63K | $71.6K | 0.0% | — | Held |
| Vanguard World Fd | — | 300 | $63.4K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 1.88K | $62K | 0.0% | — | Held |
| Ishares Tr | — | 465 | $61.2K | 0.0% | — | Held |
| Ishares Tr | — | 610 | $58.7K | 0.0% | — | Held |
| Ishares Tr | — | 1.55K | $57.4K | 0.0% | — | Held |
| Ishares Tr | — | 232 | $57.1K | 0.0% | — | Held |
| Ishares Tr | — | 490 | $54K | 0.0% | — | Held |
| Slb Limited/Nv | SLB | 1.4K | $53.8K | 0.0% | — | Held |
| Trane Technologies Plc | TT | 137 | $53.3K | 0.0% | — | Held |
| Eaton Corp Plc | ETN | 163 | $51.9K | 0.0% | — | Held |
| Chubb Limited | — | 166 | $51.8K | 0.0% | — | Held |
| Vanguard World Fd | — | 68 | $51.3K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 1.84K | $50.1K | 0.0% | — | Held |
| Vanguard Index Fds | — | 237 | $50.1K | 0.0% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 650 | $46.4K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 1.34K | $43.8K | 0.0% | — | Held |
| Vanguard Intl Equity Index F | — | 814 | $43.8K | 0.0% | — | Held |
| Royal Caribbean Group | — | 150 | $41.9K | 0.0% | — | Held |
| Ishares Inc | — | 1.22K | $37.9K | 0.0% | — | Held |
| Fidelity Covington Trust | — | 655 | $36.2K | 0.0% | — | Held |
| Wisdomtree Tr | — | 772 | $36.1K | 0.0% | — | Held |
| NXP Semiconductors N.V. | NXPI | 158 | $34.3K | 0.0% | — | Held |
| Vanguard Index Fds | — | 164 | $34.3K | 0.0% | — | Held |
| Ishares Tr | — | 343 | $33.3K | 0.0% | — | Held |
| Medtronic Plc | MDT | 340 | $32.7K | 0.0% | — | Held |
| Fidelity Covington Trust | — | 1.27K | $31.5K | 0.0% | — | Held |
| Totalenergies Se | TTE | 471 | $30.8K | 0.0% | — | Held |
| Simon Ppty Group Inc New | — | 160 | $29.6K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 495 | $27.1K | 0.0% | — | Held |
| Vanguard Intl Equity Index F | — | 300 | $25.1K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 784 | $24.8K | 0.0% | — | Held |
| Te Connectivity Plc | TEL | 101 | $23K | 0.0% | — | Held |
| Dimensional Etf Trust | — | 783 | $20.7K | 0.0% | — | Held |
| Ishares Tr | — | 645 | $20K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 562 | $17.7K | 0.0% | — | Held |
| Ishares Tr | — | 125 | $17.6K | 0.0% | — | Held |
| Fidelity Covington Trust | — | 226 | $16.8K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 105 | $16.4K | 0.0% | — | Held |
| Ishares Tr | — | 92 | $15.5K | 0.0% | — | Held |
| Fidelity Covington Trust | — | 277 | $14.7K | 0.0% | — | Held |
| Ishares Tr | — | 125 | $14.2K | 0.0% | — | Held |
| Public Storage Oper Co | — | 49 | $12.7K | 0.0% | — | Held |
| Vanguard Index Fds | — | 45 | $12.4K | 0.0% | — | Held |
| Goldman Sachs Etf Tr | — | 91 | $12.1K | 0.0% | — | Held |
| Realty Income Corp | O | 211 | $11.9K | 0.0% | — | Held |
| Vanguard Index Fds | — | 66 | $11.8K | 0.0% | — | Held |
| Yangarra Res Ltd F | — | 13.7K | $10.9K | 0.0% | — | Held |
| Prologis Inc. | — | 84 | $10.8K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 366 | $9.6K | 0.0% | — | Held |
| Goldman Sachs Etf Tr | — | 215 | $9.24K | 0.0% | — | Held |
| Aon plc | AON | 24 | $8.47K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 285 | $8.45K | 0.0% | — | Held |
| Ishares Tr | — | 110 | $7.88K | 0.0% | — | Held |
| Spdr Series Trust | — | 171 | $7.81K | 0.0% | — | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 12 | $7.24K | 0.0% | — | Held |
| Welltower Inc. | WELL | 37 | $6.9K | 0.0% | — | Held |
| Spdr Series Trust | — | 71 | $6.68K | 0.0% | — | Held |
| Ishares Tr | — | 79 | $6.13K | 0.0% | — | Held |
| Ark Etf Tr | — | 75 | $5.77K | 0.0% | — | Held |
| Ishares Tr | — | 41 | $5.72K | 0.0% | — | Held |
| Accenture Plc Ireland | — | 19 | $5.1K | 0.0% | — | Held |
| Ishares Tr | — | 28 | $5.09K | 0.0% | — | Held |
| Ishares Tr | — | 105 | $4.87K | 0.0% | — | Held |
| Equinix Inc | EQIX | 6 | $4.85K | 0.0% | — | Held |
| KBS Real Estate Investment Trust III, Inc. | KBSR | 1.63K | $4.41K | 0.0% | — | Held |
| Vanguard Whitehall Fds | — | 62 | $4.21K | 0.0% | — | Held |
| Ishares Tr | — | 45 | $4K | 0.0% | — | Held |
| Ishares Tr | — | 12 | $3.95K | 0.0% | — | Held |
| Carnival Corp Ltd. | CCL | 100 | $3.05K | 0.0% | — | Held |
| Ishares Tr | — | 29 | $2.73K | 0.0% | — | Held |
| Ishares Tr | — | 29 | $2.72K | 0.0% | — | Held |
| Fidelity Comwlth Tr | — | 29 | $2.63K | 0.0% | — | Held |
| Crh Plc | — | 21 | $2.62K | 0.0% | — | Held |
| Ishares Tr | — | 47 | $2.57K | 0.0% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 77 | $2.28K | 0.0% | — | Held |
| Ishares Tr | — | 21 | $1.99K | 0.0% | — | Held |
| Ishares Tr | — | 19 | $1.63K | 0.0% | — | Held |
| Ventas, Inc. | VTR | 18 | $1.42K | 0.0% | — | Held |
| Garmin Ltd | GRMN | 6 | $1.27K | 0.0% | — | Held |
| Jazz Pharmaceuticals Plc | JAZZ | 7 | $1.19K | 0.0% | — | Held |
| Spdr Series Trust | — | 3 | $965 | 0.0% | — | Held |
| Westport Fuel Systems Inc. | WPRT | 150 | $236 | 0.0% | — | Held |
| Trulieve Cannabis Corp F | TRLV | 25 | $217 | 0.0% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 4 | $199 | 0.0% | — | Held |
| Vvt Med Inc F | — | 44 | $8 | 0.0% | — | Held |
| Leh Brothers Hldgs Xxx | — | 100 | $0 | 0.0% | — | Held |
| Esc Wolfspeed | — | 200 | $0 | 0.0% | — | Held |
| Escrow Altegrity Inc Com | — | 39 | $0 | 0.0% | — | Held |
| Sodastream Intl F | — | 100 | $0 | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.