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 72.68% of Investments & Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: SHYG, BIV, CGGR, URTH, DIS, BA, SCHG, SCHV, VO, VCSH.
  • Started 2 new stock positions in DIS, BA.
  • Reduced shares in these 10 stocks: SPYG, MSFT, VB, , BNDX, JNK, VUG, SPAB, SPLG, SPDW.
  • Sold out of its positions in MSFT, SPEM.
  • Investments & Financial Planning was a net buyer of stock by $1.2M.
  • Investments & Financial Planning has $162M in assets under management (AUM), dropping by 2.74%.
  • 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 December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 22.5 $37M 152k 240.28
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 20.2 $33M -2% 373k 87.90
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Ishares Tr Core S&p Mcp Etf (IJH) 15.2 $25M 397k 62.31
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Vanguard Index Fds Mid Cap Etf (VO) 9.2 $15M 57k 264.13
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Capital Group Growth Etf Shs Creation Uni (CGGR) 5.5 $8.9M +3% 241k 37.17
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Ishares Msci World Etf (URTH) 4.8 $7.7M +4% 50k 155.50
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.5 $7.3M 62k 117.48
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.4 $7.2M +2% 92k 78.01
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NVIDIA Corporation (NVDA) 1.9 $3.1M 23k 134.29
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Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $2.7M +17% 36k 74.73
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Tesla Motors (TSLA) 1.4 $2.2M 5.5k 403.84
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.1 $1.7M -9% 35k 49.05
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Vanguard Index Fds Growth Etf (VUG) 1.0 $1.7M 4.0k 410.45
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.9 $1.5M +49% 34k 42.61
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Vanguard Index Fds Value Etf (VTV) 0.8 $1.3M 7.6k 169.30
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $859k 13k 68.94
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $746k +18% 12k 63.15
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Apple (AAPL) 0.5 $745k 3.0k 250.38
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Ishares Tr National Mun Etf (MUB) 0.4 $711k 6.7k 106.54
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $574k +3% 11k 51.14
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $466k 4.4k 106.85
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $451k 2.8k 161.74
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $450k -3% 18k 24.99
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Amazon (AMZN) 0.3 $413k 1.9k 219.39
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $376k 1.9k 198.15
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $360k -2% 11k 34.13
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $357k -2% 1.8k 195.83
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $271k -3% 2.6k 105.46
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $265k +198% 10k 26.07
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $264k +300% 9.5k 27.87
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Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $243k -8% 2.5k 95.48
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Walt Disney Company (DIS) 0.1 $222k NEW 2.0k 111.35
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Boeing Company (BA) 0.1 $211k NEW 1.2k 177.00
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Past Filings by Investments & Financial Planning

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