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 73.06% of Investments & Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: VCSH, VO, SPEM, SHYG, BIV, URTH, VWOB, VB, SPAB, AAPL.
  • Started 1 new stock position in SPEM.
  • Reduced shares in these 10 stocks: SPYG, VT, VBR, BA, CGGR, IJH, VOE, SPLG, VUG, LQD.
  • Sold out of its position in BA.
  • Investments & Financial Planning was a net seller of stock by $-363k.
  • Investments & Financial Planning has $158M in assets under management (AUM), dropping by 6.02%.
  • Central Index Key (CIK): 0001909307

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Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 33 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 23.0 $36M 153k 237.21
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 20.0 $32M -2% 381k 82.94
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Ishares Tr Core S&p Mcp Etf (IJH) 15.6 $25M 395k 62.32
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Vanguard Index Fds Mid Cap Etf (VO) 9.3 $15M +2% 56k 263.83
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Capital Group Growth Etf Shs Creation Uni (CGGR) 5.1 $8.1M 232k 34.79
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Ishares Msci World Etf (URTH) 4.7 $7.5M 48k 156.91
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.7 $7.4M -3% 62k 119.70
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.5 $7.2M +14% 90k 79.42
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NVIDIA Corporation (NVDA) 1.8 $2.8M 23k 121.44
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Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $2.4M +3% 31k 78.37
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $2.0M 39k 50.28
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Vanguard Index Fds Growth Etf (VUG) 1.0 $1.6M -4% 4.1k 383.96
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Tesla Motors (TSLA) 0.9 $1.4M 5.5k 261.63
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Vanguard Index Fds Value Etf (VTV) 0.8 $1.3M 7.5k 174.57
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $989k +12% 23k 43.42
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $856k -8% 13k 67.51
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Ishares Tr National Mun Etf (MUB) 0.5 $723k -3% 6.7k 108.63
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Apple (AAPL) 0.4 $693k 3.0k 233.03
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $664k +5% 10k 66.37
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $575k 11k 52.86
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $495k -6% 4.4k 112.99
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $488k +4% 19k 26.14
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $466k -14% 2.8k 167.68
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $406k 11k 37.56
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $380k -35% 1.9k 200.79
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $369k 1.9k 198.06
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Amazon (AMZN) 0.2 $351k 1.9k 186.33
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $282k 2.7k 106.18
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $274k 3.4k 80.37
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Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $271k 2.8k 97.81
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Microsoft Corporation (MSFT) 0.2 $252k 586.00 429.94
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $246k 2.4k 104.18
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $214k NEW 5.2k 41.28
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Past Filings by Investments & Financial Planning

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