Planning Project LLC’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Planning Project LLC’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$16.8K	Buy	+226	New	+$16.3K	﹤0.01%	92

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Planning Project LLC's FHLC Position: Q4 2025 in Review

Planning Project LLC opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2025: 226 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #92 among its holdings.

357 funds tracked by Wall St. Rank hold FHLC as of Q4 2025.

Planning Project LLC held 226 shares of Fidelity MSCI Health Care Index ETF worth $16.8K as of Q4 2025.
Fidelity MSCI Health Care Index ETF was a new Planning Project LLC position in Q4 2025.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #92 holding.
357 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.