0001740871-20-000004.txt : 20201014
0001740871-20-000004.hdr.sgml : 20201014
20201014133436
ACCESSION NUMBER: 0001740871-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201014
DATE AS OF CHANGE: 20201014
EFFECTIVENESS DATE: 20201014
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PROFESSIONAL PLANNING
CENTRAL INDEX KEY: 0001740871
IRS NUMBER: 000000000
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18837
FILM NUMBER: 201238745
BUSINESS ADDRESS:
STREET 1: 100 E. THOUSAND OAKS BLVD.
STREET 2: SUITE 150
CITY: THOUSAND OAKS
STATE: CA
ZIP: 91360
BUSINESS PHONE: 8054464601
MAIL ADDRESS:
STREET 1: 100 E. THOUSAND OAKS BLVD.
STREET 2: SUITE 150
CITY: THOUSAND OAKS
STATE: CA
ZIP: 91360
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001740871
XXXXXXXX
09-30-2020
09-30-2020
PROFESSIONAL PLANNING
100 E. THOUSAND OAKS BLVD.
SUITE 150
THOUSAND OAKS
CA
91360
13F HOLDINGS REPORT
028-18837
N
Melvyn Nachman
Chief Compliance Officer
805-446-4601
Melvyn Nachman
Thousand Oaks
CA
10-14-2020
0
35
131246
false
INFORMATION TABLE
2
profplanning3q20.xml
ABBOTT LABS
COM
002824100
1143
10500
SH
SOLE
0
0
10500
ABBVIE INC
COM
00287Y109
978
11162
SH
SOLE
0
0
11162
APPLE INC
COM
037833100
24849
214564
SH
SOLE
0
0
214564
ARCHER DANIELS MIDLAND CO
COM
039483102
594
12782
SH
SOLE
0
0
12782
BK OF AMERICA CORP
COM
060505104
450
18668
SH
SOLE
0
0
18668
COSTCO WHSL CORP NEW
COM
22160K105
4610
12986
SH
SOLE
0
0
12986
CVS HEALTH CORP
COM
126650100
1211
20733
SH
SOLE
0
0
20733
DISNEY WALT CO
COM DISNEY
254687106
2735
22045
SH
SOLE
0
0
22045
FACEBOOK INC
CL A
30303M102
3297
12591
SH
SOLE
0
0
12591
FIDELITY MERRIMACK STR TR
CORP BOND ETF
316188101
5389
96397
SH
SOLE
0
0
96397
FIRST FINL BANKSHARES
COM
32020R109
832
29802
SH
SOLE
0
0
29802
GLOBAL X FDS
CLOUD COMPUTNG
37954Y442
265
11093
SH
SOLE
0
0
11093
HEICO CORP NEW
COM
422806109
1197
11442
SH
SOLE
0
0
11442
HOME DEPOT INC
COM
437076102
4216
15184
SH
SOLE
0
0
15184
HORIZON BANCORP INC
COM
440407104
230
22778
SH
SOLE
0
0
22778
HORMEL FOODS CORP
COM
440452100
1243
25429
SH
SOLE
0
0
25429
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
46137V134
948
15599
SH
SOLE
0
0
15599
INVESCO QQQ TR
UNIT SER 1
46090E103
8886
31982
SH
SOLE
0
0
31982
ISHARES TR
IBOXX INV CP ETF
464287242
1875
13919
SH
SOLE
0
0
13919
ISHARES TR
TIPS BD ETF
464287176
2828
22354
SH
SOLE
0
0
22354
JPMORGAN CHASE &CO
COM
46625H100
1721
17880
SH
SOLE
0
0
17880
MASTERCARD INCORPORATED
CL A
57636Q104
9692
28662
SH
SOLE
0
0
28662
MICROSOFT CORP
COM
594918104
11602
55160
SH
SOLE
0
0
55160
MODERNA INC
COM
60770K107
813
11485
SH
SOLE
0
0
11485
NUVEEN NASDAQ 100 DYNAMIC OV
COM SHS
670699107
761
31280
SH
SOLE
0
0
31280
PENNYMAC FINL SVCS INC NEW
COM
70932M107
7794
134100
SH
SOLE
0
0
134100
STARBUCKS CORP
COM
855244109
2618
30471
SH
SOLE
0
0
30471
VANECK VECTORS ETF TR
MORNINGSTAR WIDE
92189F643
1127
20642
SH
SOLE
0
0
20642
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1996
22620
SH
SOLE
0
0
22620
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
10140
108477
SH
SOLE
0
0
108477
VERIZON COMMUNICATIONS INC
COM
92343V104
1976
33218
SH
SOLE
0
0
33218
VISA INC
COM CL A
92826C839
9522
47617
SH
SOLE
0
0
47617
WALMART INC
COM
931142103
1710
12226
SH
SOLE
0
0
12226
WASTE MGMT INC DEL
COM
94106L109
1663
14696
SH
SOLE
0
0
14696
WELLS FARGO CO NEW
COM
949746101
335
14259
SH
SOLE
0
0
14259