Investment Planning Advisors

Investment Planning Advisors as of Dec. 31, 2024

Portfolio Holdings for Investment Planning Advisors

Investment Planning Advisors holds 63 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
Spdr Ser Tr Portfolio S&p500 (SPLG) 8.9 $20M 296k 68.94
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 8.6 $20M 886k 22.20
Capital Group Core Equity Et Shs Creation Uni (CGUS) 7.9 $18M 520k 34.97
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 7.8 $18M 266k 67.11
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 6.0 $14M 141k 97.92
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.7 $13M 183k 71.43
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.5 $13M 60k 210.45
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.4 $10M 225k 44.87
J P Morgan Exchange Traded F Income Etf (JPIE) 4.4 $10M 220k 45.62
Blackrock Etf Trust Ii Ishares Flexible (BINC) 4.0 $9.2M 176k 52.02
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 3.8 $8.6M 294k 29.22
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.2 $7.3M 163k 44.92
Vanguard Index Fds Extend Mkt Etf (VXF) 3.0 $7.0M 37k 189.98
Ea Series Trust Freedom 100 Em (FRDM) 2.7 $6.1M 186k 32.68
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.1 $4.8M 62k 77.27
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.0 $4.5M 69k 65.08
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.7 $3.9M 68k 57.53
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.6 $3.7M 69k 54.69
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 1.2 $2.8M 26k 104.88
Ishares Tr National Mun Etf (MUB) 1.1 $2.6M 25k 106.55
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.1 $2.5M 49k 51.01
Eaton Vance Tax Managed Buy Write Opport (ETV) 1.0 $2.2M 153k 14.41
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $2.1M 41k 50.15
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.8 $1.9M 34k 56.38
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.7 $1.6M 25k 63.33
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.7 $1.6M 184k 8.42
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.6 $1.4M 27k 50.22
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.4M 12k 117.48
W.R. Berkley Corporation (WRB) 0.5 $1.2M 20k 58.52
Vanguard World Mega Grwth Ind (MGK) 0.4 $994k 2.9k 343.42
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $915k 10k 87.82
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $864k 28k 31.44
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.4 $810k 30k 27.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $746k 2.6k 289.84
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $743k 3.8k 195.84
Apple (AAPL) 0.3 $732k 2.9k 250.44
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $730k 4.2k 175.25
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $716k 29k 24.86
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.3 $701k 12k 59.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $682k 3.8k 178.06
Vanguard World Utilities Etf (VPU) 0.2 $572k 3.5k 163.44
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $559k 13k 41.73
Cohen & Steers REIT/P (RNP) 0.2 $529k 25k 20.90
Ishares Tr Ultra Short-term (ICSH) 0.2 $524k 10k 50.43
Ishares Tr Core S&p500 Etf (IVV) 0.2 $506k 859.00 588.68
Tesla Motors (TSLA) 0.2 $504k 1.2k 403.84
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $468k 21k 22.70
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $426k 4.0k 105.48
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $405k 8.0k 50.37
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $396k 8.7k 45.62
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $380k 1.4k 264.04
Alphabet Cap Stk Cl A (GOOGL) 0.2 $357k 1.9k 189.32
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $336k 7.0k 48.16
JPMorgan Chase & Co. (JPM) 0.1 $308k 1.3k 239.70
Southern Company (SO) 0.1 $288k 3.5k 82.32
Vanguard Index Fds Small Cp Etf (VB) 0.1 $262k 1.1k 240.30
NVIDIA Corporation (NVDA) 0.1 $258k 1.9k 134.30
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $251k 10k 24.99
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $249k 11k 23.18
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $221k 1.3k 165.21
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $221k 7.9k 27.87
Coca-Cola Company (KO) 0.1 $201k 3.2k 62.26
Wal-Mart Stores (WMT) 0.1 $201k 2.2k 90.36