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 71.83% of Investments & Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: SHYG, BIV, VCSH, IJH, SUB, MUB, CGGR, URTH, SCHV, VTV.
  • Reduced shares in these 10 stocks: VB, SPYG, BNDX, VT, VWOB, SPDW, SPLG, VO, SPYV, SPAB.
  • Investments & Financial Planning was a net seller of stock by $-1.1M.
  • Investments & Financial Planning has $185M in assets under management (AUM), dropping by 6.61%.
  • Central Index Key (CIK): 0001909307

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Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 21.0 $39M -2% 153k 254.28
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 20.9 $39M 370k 104.51
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Ishares Tr Core S&p Mcp Etf (IJH) 14.4 $27M 407k 65.26
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Vanguard Index Fds Mid Cap Etf (VO) 9.3 $17M 59k 293.74
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Capital Group Growth Etf Shs Creation Uni (CGGR) 6.3 $12M 266k 43.92
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Ishares Msci World Etf (URTH) 5.4 $10M 55k 181.56
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.5 $8.3M -2% 60k 137.80
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.7 $6.9M +2% 87k 79.93
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NVIDIA Corporation (NVDA) 2.4 $4.5M 24k 186.58
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Vanguard Bd Index Fds Intermed Term (BIV) 1.9 $3.4M +6% 44k 78.09
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Tesla Motors (TSLA) 1.3 $2.5M 5.6k 444.72
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.2 $2.3M +16% 53k 43.30
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Vanguard Index Fds Growth Etf (VUG) 1.0 $1.9M 4.0k 479.58
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Vanguard Index Fds Value Etf (VTV) 0.8 $1.4M 7.5k 186.48
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.1M -21% 23k 49.46
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Ishares Tr National Mun Etf (MUB) 0.5 $900k +17% 8.4k 106.50
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Spdr Series Trust Portfolio S&p500 (SPLG) 0.5 $899k -6% 12k 78.34
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Apple (AAPL) 0.4 $758k 3.0k 254.59
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $744k -22% 11k 66.90
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.3 $631k -4% 11k 55.33
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $481k 4.3k 111.48
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $470k -4% 2.7k 174.56
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $426k +49% 4.0k 106.79
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Spdr Series Trust Portfolio Agrgte (SPAB) 0.2 $424k -5% 16k 25.85
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Amazon (AMZN) 0.2 $419k 1.9k 219.57
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $419k 1.9k 215.76
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $415k -16% 9.7k 42.79
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $404k +6% 14k 29.11
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $392k -3% 1.9k 208.69
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Microsoft Corporation (MSFT) 0.2 $328k 633.00 517.72
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $296k 9.3k 31.91
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Boeing Company (BA) 0.1 $257k 1.2k 215.83
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Charles Schwab Corporation (SCHW) 0.1 $243k 2.5k 95.47
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Spdr Series Trust Bloomberg High Y (JNK) 0.1 $243k 2.5k 98.00
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UnitedHealth (UNH) 0.1 $222k 642.00 345.40
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Walt Disney Company (DIS) 0.1 $221k 1.9k 114.49
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $213k -6% 4.6k 46.81
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Past Filings by Investments & Financial Planning

SEC 13F filings are viewable for Investments & Financial Planning going back to 2021