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, VCSH, and represent 70.51% of Investments & Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: SYBT, BIV, SPYG, SHYG, MSFT, URTH, VEA, CGGR, ASML, VO.
  • Started 3 new stock positions in ASML, SYBT, VEA.
  • Reduced shares in these 10 stocks: VB, BNDX, GOOGL, DIS, , , AAPL, VWOB, VT, SPYM.
  • Sold out of its positions in GOOGL, DIS, SPEM, UNH.
  • Investments & Financial Planning was a net buyer of stock by $2.3M.
  • Investments & Financial Planning has $184M in assets under management (AUM), dropping by -1.42%.
  • Central Index Key (CIK): 0001909307

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Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 21.2 $39M 149k 261.92
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Spdr Series Trust State Street Spd (SPYG) 19.4 $36M 365k 97.91
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Ishares Tr Core S&p Mcp Etf (IJH) 14.9 $27M 406k 67.53
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Vanguard Index Fds Mid Cap Etf (VO) 9.0 $17M 58k 287.18
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.9 $11M 136k 79.27
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Capital Group Growth Etf Shs Creation Uni (CGGR) 5.6 $10M +2% 256k 40.19
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Ishares Msci World Etf (URTH) 5.5 $10M +2% 56k 180.02
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.0 $7.4M 53k 138.32
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NVIDIA Corporation (NVDA) 2.4 $4.3M +2% 25k 174.40
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Vanguard Bd Index Fds Intermed Term (BIV) 2.3 $4.2M +17% 54k 77.18
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.6 $3.0M +20% 72k 42.31
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Tesla Motors (TSLA) 1.1 $2.1M 5.6k 371.75
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Vanguard Index Fds Growth Etf (VUG) 0.8 $1.6M 3.6k 436.80
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Ishares Tr National Mun Etf (MUB) 0.5 $961k 9.1k 106.15
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Vanguard Index Fds Value Etf (VTV) 0.5 $908k -2% 4.6k 196.21
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Spdr Series Trust State Street Spd (SPYM) 0.4 $746k -5% 9.8k 76.54
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $707k -24% 15k 48.05
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Microsoft Corporation (MSFT) 0.4 $670k +185% 1.8k 370.26
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Stock Yards Ban (SYBT) 0.4 $662k NEW 10k 66.29
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Apple (AAPL) 0.3 $602k -20% 2.4k 253.76
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $586k +9% 19k 30.50
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Spdr Series Trust State Street Spd (SPYV) 0.3 $578k 10k 56.58
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $491k 2.7k 184.31
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Spdr Series Trust State Street Spd (SPAB) 0.2 $456k 18k 25.62
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Amazon (AMZN) 0.2 $432k +11% 2.1k 208.27
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $422k 4.0k 106.49
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $399k 1.8k 217.21
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $398k -27% 6.1k 65.69
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $390k +12% 13k 29.13
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Spdr Index Shs Fds State Street Spd (SPDW) 0.2 $388k -6% 8.5k 45.65
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $375k -9% 3.4k 108.99
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $253k NEW 4.0k 64.08
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Charles Schwab Corporation (SCHW) 0.1 $236k 2.5k 93.99
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Spdr Series Trust State Street Spd (JNK) 0.1 $220k 2.3k 95.72
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Boeing Company (BA) 0.1 $210k -11% 1.1k 199.03
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $205k NEW 156.00 1316.73
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Past Filings by Investments & Financial Planning

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