0001740871-20-000001.txt : 20200114
0001740871-20-000001.hdr.sgml : 20200114
20200114163620
ACCESSION NUMBER: 0001740871-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200114
DATE AS OF CHANGE: 20200114
EFFECTIVENESS DATE: 20200114
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: 20526372
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
12-31-2019
12-31-2019
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
01-14-2020
0
39
115457
false
INFORMATION TABLE
2
proplanning4q19.xml
AMERICAN FIN TR INC
COM CLASS A
02607T109
258
19434
SH
SOLE
0
0
19434
ANNALY CAP MGMT INC
COM
035710409
261
27671
SH
SOLE
0
0
27671
APPLE INC
COM
037833100
14031
47782
SH
SOLE
0
0
47782
ARCHER DANIELS MIDLAND CO
COM
039483102
524
11316
SH
SOLE
0
0
11316
AT&T INC
COM
00206R102
405
10368
SH
SOLE
0
0
10368
BANK AMER CORP
COM
060505104
722
20505
SH
SOLE
0
0
20505
BOEING CO
COM
097023105
3499
10741
SH
SOLE
0
0
10741
COSTCO WHSL CORP NEW
COM
22160K105
3148
10710
SH
SOLE
0
0
10710
CVS HEALTH CORP
COM
126650100
1085
14602
SH
SOLE
0
0
14602
DISNEY WALT CO
COM DISNEY
254687106
4169
28823
SH
SOLE
0
0
28823
FACEBOOK INC
CL A
30303M102
2639
12858
SH
SOLE
0
0
12858
FIDELITY
CORP BOND ETF
316188101
3086
58217
SH
SOLE
0
0
58217
FIRST FINL BANKSHARES
COM
32020R109
1222
34802
SH
SOLE
0
0
34802
HEICO CORP NEW
COM
422806109
2019
17690
SH
SOLE
0
0
17690
HOME DEPOT INC
COM
437076102
3658
16752
SH
SOLE
0
0
16752
HORIZON BANCORP INC
COM
440407104
433
22778
SH
SOLE
0
0
22778
HORMEL FOODS CORP
COM
440452100
1140
25264
SH
SOLE
0
0
25264
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
46137V134
1187
34693
SH
SOLE
0
0
34693
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
46137V100
757
11074
SH
SOLE
0
0
11074
INVESCO EXCHNG TRADED FD TR
S&P500 LOW VOL
46138E354
1227
21027
SH
SOLE
0
0
21027
INVESCO QQQ TR
UNIT SER 1
46090E103
7226
33989
SH
SOLE
0
0
33989
ISHARES TR
IBOXX INV CP ETF
464287242
1672
13068
SH
SOLE
0
0
13068
ISHARES TR
MSCI MIN VOL ETF
46429B697
1164
17743
SH
SOLE
0
0
17743
JPMORGAN CHASE &CO
COM
46625H100
4188
30041
SH
SOLE
0
0
30041
MASTERCARD INC
CL A
57636Q104
10629
35596
SH
SOLE
0
0
35596
MICROSOFT CORP
COM
594918104
7260
46037
SH
SOLE
0
0
46037
NUVEEN NASDAQ 100 DYNAMIC OV
COM SHS
670699107
1115
46358
SH
SOLE
0
0
46358
PENNYMAC FINL SVCS INC
COM
70932M107
7849
230588
SH
SOLE
0
0
230588
SPDR SERIES TRUST
AEROSPACE DEF
78464A631
2356
21591
SH
SOLE
0
0
21591
STARBUCKS CORP
COM
855244109
2986
33968
SH
SOLE
0
0
33968
TARGET CORP
COM
87612E106
2009
15667
SH
SOLE
0
0
15667
VANECK VECTORS ETF TRUST
MORNINGSTAR WIDE
92189F643
1334
24359
SH
SOLE
0
0
24359
VANECK VECTORS ETF TRUST
CEF MUN INCOME E
92189F460
576
20913
SH
SOLE
0
0
20913
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
1364
15635
SH
SOLE
0
0
15635
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
995
10897
SH
SOLE
0
0
10897
VERIZON COMMUNICATIONS INC
COM
92343V104
2555
41621
SH
SOLE
0
0
41621
VISA INC
COM CL A
92826C839
9965
53034
SH
SOLE
0
0
53034
WALMART INC
COM
931142103
1416
11918
SH
SOLE
0
0
11918
WASTE MGMT INC DEL
COM
94106L109
3328
29205
SH
SOLE
0
0
29205