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 71.98% of Investments & Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: VO (+$14M), VUG, SPYG, MU, URTH, CGGR, VB, TSM, SPEM, CASY.
  • Started 5 new stock positions in GOOGL, CASY, TSM, SPEM, MU.
  • Reduced shares in these 10 stocks: VCSH, SYBT, SCHW, VWOB, ASML, BIV, BNDX, SPYM, VT, SPAB.
  • Sold out of its position in SCHW.
  • Investments & Financial Planning was a net buyer of stock by $17M.
  • Investments & Financial Planning has $211M in assets under management (AUM), dropping by 14.97%.
  • Central Index Key (CIK): 0001909307

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Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 21.5 $45M 150k 303.12
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Spdr Series Trust ST STR P500GRW (SPYG) 20.8 $44M 369k 118.99
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Ishares Tr Core S&p Mcp Etf (IJH) 14.9 $32M 409k 77.11
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Vanguard Index Fds Mid Cap Etf (VO) 9.0 $19M +305% 235k 80.57
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Capital Group Growth Etf Shs Creat Unit (CGGR) 5.8 $12M +2% 262k 47.20
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Ishares Msci World Etf (URTH) 5.5 $12M +2% 57k 202.64
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.7 $9.9M -8% 125k 79.03
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.0 $8.4M 53k 156.95
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NVIDIA Corporation (NVDA) 2.4 $5.0M 25k 200.09
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Vanguard Bd Index Fds Intermed Term (BIV) 1.9 $4.1M 54k 76.70
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.5 $3.1M +3% 74k 42.41
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Tesla Motors (TSLA) 1.1 $2.4M 5.6k 420.60
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Vanguard Index Fds Growth Etf (VUG) 0.9 $1.8M +500% 21k 86.14
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Ishares Tr National Mun Etf (MUB) 0.5 $1.0M +6% 9.6k 107.62
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Vanguard Index Fds Value Etf (VTV) 0.5 $1.0M 4.6k 217.93
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Spdr Series Trust St Str P500etf (SPYM) 0.4 $833k -2% 9.5k 87.88
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Microsoft Corporation (MSFT) 0.3 $729k +8% 2.0k 373.01
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Apple (AAPL) 0.3 $696k 2.4k 289.36
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $687k +2% 20k 34.81
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $676k -5% 14k 48.43
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Spdr Series Trust St Str P500val (SPYV) 0.3 $612k 10k 60.79
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $528k 2.7k 197.57
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Stock Yards Ban (SYBT) 0.2 $514k -32% 6.7k 76.47
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Amazon (AMZN) 0.2 $489k 2.1k 238.34
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $479k +13% 4.5k 106.48
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $450k 13k 33.84
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $447k 1.8k 242.95
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Spdr Series Trust St Str Aggre Etf (SPAB) 0.2 $434k -4% 17k 25.52
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $415k -3% 8.2k 50.39
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $372k 3.4k 109.05
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $330k -19% 4.9k 67.24
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Micron Technology (MU) 0.1 $307k NEW 266.00 1154.29
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $283k 4.0k 71.25
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $252k -18% 127.00 1981.86
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $239k NEW 500.00 477.57
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Boeing Company (BA) 0.1 $229k 1.1k 216.47
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Spdr Series Trust St Bloo High Etf (JNK) 0.1 $223k 2.3k 96.38
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.1 $205k NEW 3.9k 51.78
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Casey's General Stores (CASY) 0.1 $203k NEW 256.00 794.26
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $203k NEW 569.00 357.24
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Past Filings by Investments & Financial Planning

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

View all past filings