Planning Project LLC’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.63K	Buy	+29	New	+$2.64K	﹤0.01%	127

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

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

Planning Project LLC opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2025: 29 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #127 among its holdings.

405 funds tracked by Wall St. Rank hold ONEQ as of Q4 2025.

Planning Project LLC held 29 shares of Fidelity Nasdaq Composite Index ETF worth $2.63K as of Q4 2025.
Fidelity Nasdaq Composite Index ETF was a new Planning Project LLC position in Q4 2025.
Fidelity Nasdaq Composite Index ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #127 holding.
405 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2025.

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