PROFESSIONAL PLANNING 13F Holdings

CIK 0001740871 · THOUSAND OAKS, CA

As of Sep 30, 2021, PROFESSIONAL PLANNING reported 124 positions worth $209.4K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology184,441$26.1K12.46%
AMAZON.COM INCAMZNEquity7,062$23.2K11.08%
MICROSOFT CORPMSFTTechnology45,047 2.7K6.06%
INVESCO QQQ TRUST SERIES 1QQQ—31,379 1.2K5.36%
VISA INC-CLASS A SHARESVFinancial Services39,149$8.7K4.16%
MASTERCARD INCMAFinancial Services25,060$8.7K4.16%
TESLA INCTSLAConsumer Cyclical7,290$5.7K2.70%
COSTCO WHOLESALE CORPCOSTConsumer Defensive11,003$4.9K2.36%
ALPHABET INCGOOGLEquity1,779$4.8K2.27%
NVIDIA CORPNVDATechnology21,000$4.4K2.08%
HOME DEPOT INCHDConsumer Cyclical12,869$4.2K2.02%
WALT DISNEY CODISCommunication Services22,215$3.8K1.79%
META PLATFORMS INCMETACommunication Services10,830$3.7K1.76%
MODERNA INCMRNAHealthcare9,539$3.7K1.75%
FIDELITY CORPORATE BOND ETFFCOR—62,091$3.4K1.64%
ALPHABET INCGOOGEquity1,264$3.4K1.61%
SPDR S&P 500 ETF TRUSTSPY—6,269$2.7K1.28%
ISHARES 0-5 YEAR TIPS BOND ETFSTIP—25,067$2.6K1.26%
STARBUCKS CORPSBUXConsumer Cyclical23,528$2.6K1.24%
JPMORGAN CHASE & COJPMFinancial Services12,889$2.1K1.01%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services5$2.1K0.98%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services6,500 .8K0.85%
VANECK MORNINGSTAR WIDE MOAT ETFMOAT—22,837 .7K0.80%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFLQD—11,378 .5K0.72%
NETFLIX INCNFLXCommunication Services2,311 .4K0.67%