Investment Planning Advisors

Investment Planning Advisors as of March 31, 2025

Portfolio Holdings for Investment Planning Advisors

Investment Planning Advisors holds 70 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 11.5 $28M 446k 63.66
Spdr Ser Tr Portfolio S&p500 (SPLG) 9.9 $24M 370k 65.76
Vanguard Index Fds Extend Mkt Etf (VXF) 8.9 $22M 127k 172.26
Capital Group Core Equity Et Shs Creation Uni (CGUS) 8.9 $22M 652k 33.40
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 7.9 $19M 866k 22.45
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.1 $13M 65k 193.02
Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.9 $12M 176k 68.01
J P Morgan Exchange Traded F Income Etf (JPIE) 4.2 $10M 226k 46.07
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.1 $10M 224k 45.65
Blackrock Etf Trust Ii Ishares Flexible (BINC) 3.8 $9.2M 176k 52.38
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 3.6 $8.9M 315k 28.33
Ea Series Trust Freedom 100 Em (FRDM) 2.9 $7.0M 201k 35.05
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 2.5 $6.1M 97k 62.42
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.0 $4.9M 144k 34.25
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.5 $3.8M 66k 57.14
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.2 $2.9M 58k 50.42
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.0 $2.5M 49k 50.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $2.2M 28k 78.28
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.9 $2.1M 22k 99.34
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.7 $1.8M 34k 51.78
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.6 $1.6M 32k 50.49
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $1.5M 13k 115.95
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.6 $1.5M 113k 13.21
W.R. Berkley Corporation (WRB) 0.6 $1.4M 20k 71.16
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.6 $1.4M 56k 25.37
Capital Group International SHS (CGIE) 0.6 $1.4M 47k 29.32
Ishares Tr National Mun Etf (MUB) 0.5 $1.3M 12k 105.44
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) 0.4 $1.1M 23k 46.61
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $1.0M 25k 40.76
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.4 $998k 121k 8.25
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $967k 11k 89.64
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.4 $909k 9.1k 99.88
Vanguard World Mega Grwth Ind (MGK) 0.4 $888k 2.9k 308.92
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $844k 28k 30.73
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $842k 32k 26.20
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $819k 4.2k 193.97
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.3 $813k 14k 57.41
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.3 $748k 27k 27.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $730k 2.7k 274.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $725k 4.2k 173.24
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $657k 3.8k 170.88
Alps Etf Tr Alerian Mlp (AMLP) 0.3 $637k 12k 51.94
Apple (AAPL) 0.3 $635k 2.9k 222.17
Vanguard World Utilities Etf (VPU) 0.2 $601k 3.5k 170.80
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $579k 11k 51.18
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $577k 5.5k 105.60
Ishares Tr Ultra Short-term (ICSH) 0.2 $548k 11k 50.70
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $538k 23k 23.16
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $534k 13k 41.13
Cohen & Steers REIT/P (RNP) 0.2 $518k 24k 22.07
Ishares Tr Core S&p500 Etf (IVV) 0.2 $483k 859.00 561.90
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $426k 9.5k 45.07
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $423k 8.4k 50.63
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.2 $409k 17k 24.48
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $409k 1.6k 258.54
Tesla Motors (TSLA) 0.1 $356k 1.4k 259.16
Southern Company (SO) 0.1 $343k 3.7k 91.94
Wal-Mart Stores (WMT) 0.1 $314k 3.6k 87.79
JPMorgan Chase & Co. (JPM) 0.1 $312k 1.3k 245.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $306k 574.00 532.58
Microsoft Corporation (MSFT) 0.1 $301k 802.00 375.51
Alphabet Cap Stk Cl A (GOOGL) 0.1 $298k 1.9k 154.66
Vanguard Index Fds Small Cp Etf (VB) 0.1 $267k 1.2k 221.81
NVIDIA Corporation (NVDA) 0.1 $257k 2.4k 108.39
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $247k 11k 22.08
Ishares Tr Core Div Grwth (DGRO) 0.1 $241k 3.9k 61.79
Coca-Cola Company (KO) 0.1 $239k 3.3k 71.62
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $226k 1.3k 174.04
International Business Machines (IBM) 0.1 $207k 833.00 248.66
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $203k 8.4k 24.34