Investments & Financial Planning
Latest statistics and disclosures from Investments & Financial Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VB, SPYG, IJH, VO, CGGR, and represent 73.56% of Investments & Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$19M), SCHG, DIS, VO, URTH, CGGR, VB, TSLA, BIV, VCSH.
- Started 2 new stock positions in SCHG, DIS.
- Reduced shares in these 10 stocks: , VT, VUG, SUB, VTV, VBR, SPLG, VOE, SPYG, SPDW.
- Sold out of its position in SPEM.
- Investments & Financial Planning was a net buyer of stock by $20M.
- Investments & Financial Planning has $146M in assets under management (AUM), dropping by 9.27%.
- Central Index Key (CIK): 0001909307
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Investments & Financial Planning holds 33 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Investments & Financial Planning
SEC 13F filings are viewable for Investments & Financial Planning going back to 2021
- Investments & Financial Planning 2024 Q1 filed May 3, 2024
- Investments & Financial Planning 2023 Q4 filed Jan. 18, 2024
- Investments & Financial Planning 2023 Q3 filed Oct. 18, 2023
- Investments & Financial Planning 2023 Q2 filed July 18, 2023
- Investments & Financial Planning 2023 Q1 filed May 2, 2023
- Investments & Financial Planning 2022 Q4 filed March 1, 2023
- Investments & Financial Planning 2022 Q2 filed Aug. 11, 2022
- Investments & Financial Planning 2022 Q1 filed May 9, 2022
- Investments & Financial Planning 2021 Q4 filed Feb. 11, 2022