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, VT, and represent 73.41% of Investments & Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: VB (+$8.3M), VO (+$8.2M), CGGR, URTH, VCSH, IJH, MSFT, SPEM, SPAB, MUB.
- Started 2 new stock positions in MSFT, SPEM.
- Reduced shares in these 10 stocks: VBR, VOE, BNDX, IWP, IYR, VT, VBK, VTV, LQD, SPLG.
- Sold out of its positions in IWP, IYR, VBK.
- Investments & Financial Planning was a net buyer of stock by $10M.
- Investments & Financial Planning has $134M in assets under management (AUM), dropping by 19.05%.
- Central Index Key (CIK): 0001909307
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Investments & Financial Planning holds 32 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Past Filings by Investments & Financial Planning
SEC 13F filings are viewable for Investments & Financial Planning going back to 2021
- Investments & Financial Planning 2023 Q4 filed Jan. 18, 2024
- Investments & Financial Planning 2023 Q3 filed Oct. 18, 2023
- Investments & Financial Planning 2023 Q2 filed July 18, 2023
- Investments & Financial Planning 2023 Q1 filed May 2, 2023
- Investments & Financial Planning 2022 Q4 filed March 1, 2023
- Investments & Financial Planning 2022 Q2 filed Aug. 11, 2022
- Investments & Financial Planning 2022 Q1 filed May 9, 2022
- Investments & Financial Planning 2021 Q4 filed Feb. 11, 2022