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 70.55% of Investments & Financial Planning's stock portfolio.
  • Added to shares of these 9 stocks: VCSH, SHYG, GOOGL, BIV, SCHV, SCHG, MUB, SPAB, NVDA.
  • Started 1 new stock position in GOOGL.
  • Reduced shares in these 10 stocks: SPYG, VT, VB, CGGR, VTV, VIG, VO, VWOB, VUG, IJH.
  • Sold out of its position in VIG.
  • Investments & Financial Planning was a net seller of stock by $-959k.
  • Investments & Financial Planning has $186M in assets under management (AUM), dropping by 0.67%.
  • 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 December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 20.7 $39M 150k 257.95
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Spdr Series Trust State Street Spd (SPYG) 20.6 $38M -2% 360k 106.70
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Ishares Tr Core S&p Mcp Etf (IJH) 14.3 $27M 405k 66.00
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Vanguard Index Fds Mid Cap Etf (VO) 8.9 $17M -2% 57k 290.22
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Capital Group Growth Etf Shs Creation Uni (CGGR) 6.0 $11M -5% 250k 44.47
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.8 $11M +57% 136k 79.73
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Ishares Msci World Etf (URTH) 5.4 $10M 54k 185.77
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.1 $7.6M -10% 54k 141.06
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NVIDIA Corporation (NVDA) 2.4 $4.5M 24k 186.50
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Vanguard Bd Index Fds Intermed Term (BIV) 1.9 $3.6M +4% 46k 77.88
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.4 $2.5M +12% 59k 42.87
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Tesla Motors (TSLA) 1.3 $2.5M 5.6k 449.72
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Vanguard Index Fds Growth Etf (VUG) 0.9 $1.7M -9% 3.6k 487.88
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Ishares Tr National Mun Etf (MUB) 0.5 $951k +5% 8.9k 107.11
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $943k -14% 20k 48.32
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Vanguard Index Fds Value Etf (VTV) 0.5 $905k -37% 4.7k 190.97
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Spdr Series Trust State Street Spd (SPYM) 0.4 $829k -9% 10k 80.22
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Apple (AAPL) 0.4 $809k 3.0k 271.85
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Spdr Series Trust State Street Spd (SPYV) 0.3 $581k -10% 10k 56.81
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.3 $561k -25% 8.3k 67.43
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $522k +26% 18k 29.61
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $476k 2.7k 177.34
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Spdr Series Trust State Street Spd (SPAB) 0.3 $467k +10% 18k 25.75
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Amazon (AMZN) 0.2 $429k -2% 1.9k 230.82
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $422k 4.0k 106.71
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $421k -11% 3.8k 110.18
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $402k -6% 9.0k 44.41
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $391k 1.8k 211.76
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $388k +28% 12k 32.62
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Microsoft Corporation (MSFT) 0.2 $306k 633.00 483.45
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Boeing Company (BA) 0.1 $259k 1.2k 217.12
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Charles Schwab Corporation (SCHW) 0.1 $250k 2.5k 99.91
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Spdr Series Trust State Street Spd (JNK) 0.1 $222k -7% 2.3k 97.19
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $221k NEW 707.00 312.89
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Walt Disney Company (DIS) 0.1 $220k 1.9k 113.76
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UnitedHealth (UNH) 0.1 $212k 642.00 330.21
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $204k -4% 4.4k 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