0001740871-19-000004.txt : 20191017
0001740871-19-000004.hdr.sgml : 20191017
20191017142827
ACCESSION NUMBER: 0001740871-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191017
DATE AS OF CHANGE: 20191017
EFFECTIVENESS DATE: 20191017
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: 191154901
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
09-30-2019
09-30-2019
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
10-17-2019
0
30
94096
false
INFORMATION TABLE
2
profplanning3q19.xml
AMERICAN FIN TR INC
COM CLASS A
02607T109
271
19434
SH
SOLE
0
0
19434
ANNALY CAP MGMT INC
COM
035710409
228
25918
SH
SOLE
0
0
25918
APPLE INC
COM
037833100
10239
45714
SH
SOLE
0
0
45714
BANK AMER CORP
COM
060505104
605
20757
SH
SOLE
0
0
20757
BOEING CO
COM
097023105
4601
12094
SH
SOLE
0
0
12094
CVS HEALTH CORP
COM
126650100
822
13036
SH
SOLE
0
0
13036
DISNEY WALT CO
COM DISNEY
254687106
3652
28023
SH
SOLE
0
0
28023
FACEBOOK INC
CL A
30303M102
2177
12226
SH
SOLE
0
0
12226
FIDELITY
CORP BOND ETF
316188101
2174
41017
SH
SOLE
0
0
41017
FIRST FINL BANKSHARES
COM
32020R109
1160
34802
SH
SOLE
0
0
34802
HEICO CORP NEW
COM
422806109
2238
17918
SH
SOLE
0
0
17918
HOME DEPOT INC
COM
437076102
3757
16192
SH
SOLE
0
0
16192
HORIZON BANCORP INC
COM
440407104
395
22778
SH
SOLE
0
0
22778
HORMEL FOODS CORP
COM
440452100
1076
24610
SH
SOLE
0
0
24610
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
46137V134
1044
35794
SH
SOLE
0
0
35794
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
1082
18688
SH
SOLE
0
0
18688
INVESCO QQQ TR
UNIT SER 1
46090E103
6838
36217
SH
SOLE
0
0
36217
ISHARES TR
MSCI MIN VOL ETF
46429B697
984
15348
SH
SOLE
0
0
15348
JPMORGAN CHASE &CO
COM
46625H100
3598
30569
SH
SOLE
0
0
30569
MASTERCARD INC
CL A
57636Q104
9670
35608
SH
SOLE
0
0
35608
MICROSOFT CORP
COM
594918104
6024
43330
SH
SOLE
0
0
43330
NUVEEN NASDAQ 100 DYNAMIC OV
COM SHS
670699107
1018
45930
SH
SOLE
0
0
45930
PENNYMAC FINL SVCS INC
COM
70932M107
7370
242588
SH
SOLE
0
0
242588
SPDR SERIES TRUST
AEROSPACE DEF
78464A631
2336
21863
SH
SOLE
0
0
21863
STARBUCKS CORP
COM
855244109
3005
33986
SH
SOLE
0
0
33986
VANECK VECTORS ETF TR
MORNINGSTAR WIDE
92189F643
1133
22598
SH
SOLE
0
0
22598
VERIZON COMMUNICATIONS INC
COM
92343V104
2517
41697
SH
SOLE
0
0
41697
VISA INC
COM CL A
92826C839
9210
53541
SH
SOLE
0
0
53541
WALMART INC
COM
931142103
1248
10520
SH
SOLE
0
0
10520
WASTE MGMT INC DEL
COM
94106L109
3624
31514
SH
SOLE
0
0
31514