0001740871-20-000002.txt : 20200420
0001740871-20-000002.hdr.sgml : 20200420
20200420122055
ACCESSION NUMBER: 0001740871-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200420
DATE AS OF CHANGE: 20200420
EFFECTIVENESS DATE: 20200420
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: 20801893
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
03-31-2020
03-31-2020
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
04-16-2020
0
32
85815
false
INFORMATION TABLE
2
profplan1q20.xml
APPLE INC
COM
037833100
12404
48459
SH
SOLE
0
0
48459
ARCHER DANIELS MIDLAND CO
COM
039483102
422
11749
SH
SOLE
0
0
11749
BK OF AMERICA CORP
COM
060505104
409
19283
SH
SOLE
0
0
19283
COSTCO WHSL CORP NEW
COM
22160K105
3148
10954
SH
SOLE
0
0
10954
CVS HEALTH CORP
COM
126650100
997
16805
SH
SOLE
0
0
16805
DISNEY WALT CO
COM DISNEY
254687106
2315
24426
SH
SOLE
0
0
24426
FACEBOOK INC
CL A
30303M102
2007
12004
SH
SOLE
0
0
12004
FIDELITY
CORP BOND ETF
316188101
2769
55264
SH
SOLE
0
0
55264
FIRST FINL BANKSHARES
COM
32020R109
934
34802
SH
SOLE
0
0
34802
HEICO CORP NEW
COM
422806109
1137
15347
SH
SOLE
0
0
15347
HOME DEPOT INC
COM
437076102
2728
14625
SH
SOLE
0
0
14625
HORIZON BANCORP INC
COM
440407104
225
22778
SH
SOLE
0
0
22778
HORMEL FOODS CORP
COM
440452100
1181
25325
SH
SOLE
0
0
25325
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
46137V134
953
36881
SH
SOLE
0
0
36881
INVESCO EXCHANGE-TRADED FD T
S&P500 LOW VOL
46138E354
947
20178
SH
SOLE
0
0
20178
INVESCO QQQ TR
UNIT SER 1
46090E103
5993
31424
SH
SOLE
0
0
31424
ISHARES TR
MSCI MIN VOL ETF
46429B697
684
12875
SH
SOLE
0
0
12875
ISHARES TR
IBOXX INV CP ETF
464287242
1615
13908
SH
SOLE
0
0
13908
JPMORGAN CHASE &CO
COM
46625H100
2466
27572
SH
SOLE
0
0
27572
MASTERCARD INC
CL A
57636Q104
8308
34308
SH
SOLE
0
0
34308
MICROSOFT CORP
COM
594918104
7603
47715
SH
SOLE
0
0
47715
NUVEEN NASDAQ 100 DYNAMIC OV
COM SHS
670699107
786
41353
SH
SOLE
0
0
41353
PENNYMAC FINL SVCS INC
COM
70932M107
5238
236908
SH
SOLE
0
0
236908
SPDR SER TR
AEROSPACE DEF
78464A631
1152
15853
SH
SOLE
0
0
15853
STARBUCKS CORP
COM
855244109
2166
33093
SH
SOLE
0
0
33093
VANECK VECTORS ETF TR
CEF MUN INCOME E
92189F460
362
14202
SH
SOLE
0
0
14202
VANECK VECTORS ETF TR
MORNINGSTAR WIDE
92189F643
1060
24243
SH
SOLE
0
0
24243
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
1947
20082
SH
SOLE
0
0
20082
VERIZON COMMUNICATIONS INC
COM
92343V104
1965
36747
SH
SOLE
0
0
36747
VISA INC
COM CL A
92826C839
8179
50755
SH
SOLE
0
0
50755
WALMART INC
COM
931142103
1167
10271
SH
SOLE
0
0
10271
WASTE MGMT INC DEL
COM
94106L109
2548
27769
SH
SOLE
0
0
27769