Investment Planning Advisors

Investment Planning Advisors as of June 30, 2025

Portfolio Holdings for Investment Planning Advisors

Investment Planning Advisors holds 79 positions in its portfolio as reported in the June 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) 11.9 $34M 482k 70.14
Vanguard Index Fds Extend Mkt Etf (VXF) 10.4 $29M 153k 192.71
Capital Group Core Equity Et Shs Creation Uni (CGUS) 10.3 $29M 788k 36.93
Spdr Series Trust Portfolio S&p500 (SPLG) 10.3 $29M 400k 72.69
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.8 $22M 483k 45.75
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 6.7 $19M 841k 22.50
Capital Group Global Equity SHS (CGGE) 6.0 $17M 577k 29.19
Ea Series Trust Freedom 100 Em (FRDM) 5.9 $17M 416k 40.40
J P Morgan Exchange Traded F Hedged Equity La (HELO) 4.5 $13M 203k 62.58
Blackrock Etf Trust Ii Ishares Flexible (BINC) 3.7 $11M 200k 52.84
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.6 $7.3M 93k 78.70
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.2 $3.4M 84k 40.65
Spdr Series Trust Portfoli S&p1500 (SPTM) 1.1 $3.1M 41k 74.89
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.0 $2.9M 58k 49.82
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.0 $2.9M 51k 56.85
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.9 $2.5M 24k 104.29
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $2.4M 49k 49.64
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $1.9M 15k 128.52
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.6 $1.6M 62k 25.18
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.5 $1.6M 31k 49.78
W.R. Berkley Corporation (WRB) 0.5 $1.5M 20k 73.47
Ishares Tr National Mun Etf (MUB) 0.5 $1.4M 14k 104.48
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.5 $1.4M 25k 54.40
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.4 $1.2M 25k 49.82
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.1M 5.5k 204.65
Vanguard World Mega Grwth Ind (MGK) 0.4 $1.1M 3.0k 366.22
Microsoft Corporation (MSFT) 0.4 $996k 2.0k 497.50
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $993k 34k 29.37
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.3 $953k 8.9k 107.69
J P Morgan Exchange Traded F Income Etf (JPIE) 0.3 $949k 21k 46.32
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.3 $927k 107k 8.65
Capital Group International SHS (CGIE) 0.3 $896k 27k 32.92
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $843k 9.3k 90.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $819k 2.7k 303.97
Spdr Series Trust Portfolio S&p600 (SPSM) 0.3 $790k 19k 42.60
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $746k 31k 24.44
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $738k 6.9k 106.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $709k 3.9k 181.74
Apple (AAPL) 0.2 $671k 3.3k 205.16
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $655k 13k 50.68
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $650k 21k 30.68
Vanguard World Utilities Etf (VPU) 0.2 $620k 3.5k 176.49
Ishares Tr Core S&p500 Etf (IVV) 0.2 $609k 980.00 620.98
Spdr Series Trust Portfolio S&p400 (SPMD) 0.2 $608k 11k 54.38
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $593k 19k 31.97
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.2 $550k 9.9k 55.41
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $520k 22k 23.24
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $493k 18k 27.62
Southern Company (SO) 0.2 $460k 5.0k 91.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $453k 2.5k 182.81
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $448k 9.2k 48.86
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $429k 1.5k 279.74
NVIDIA Corporation (NVDA) 0.2 $429k 2.7k 158.00
JPMorgan Chase & Co. (JPM) 0.1 $423k 1.5k 289.82
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $412k 6.0k 69.00
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $410k 6.8k 60.05
Ishares Tr Ultra Short Dur (ICSH) 0.1 $405k 8.0k 50.71
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $401k 9.6k 41.59
Wal-Mart Stores (WMT) 0.1 $398k 4.1k 97.78
Spdr Series Trust Nuveen Ice Munic (TFI) 0.1 $395k 8.8k 44.67
Tesla Motors (TSLA) 0.1 $367k 1.2k 317.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $364k 749.00 485.77
Cohen & Steers REIT/P (RNP) 0.1 $349k 15k 22.77
Vanguard Index Fds Small Cp Etf (VB) 0.1 $296k 1.3k 237.04
Spdr Series Trust Portfolio Agrgte (SPAB) 0.1 $291k 11k 25.60
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $290k 21k 13.87
Alphabet Cap Stk Cl A (GOOGL) 0.1 $289k 1.6k 176.21
Ishares Tr Core Div Grwth (DGRO) 0.1 $278k 4.4k 63.94
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $262k 10k 25.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $247k 8.5k 29.21
International Business Machines (IBM) 0.1 $246k 833.00 294.78
Coca-Cola Company (KO) 0.1 $236k 3.3k 70.75
Exxon Mobil Corporation (XOM) 0.1 $234k 2.2k 107.82
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.1 $227k 1.3k 174.61
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $226k 8.1k 28.05
United Parcel Service CL B (UPS) 0.1 $217k 2.2k 100.94
Oracle Corporation (ORCL) 0.1 $216k 987.00 218.63
Home Depot (HD) 0.1 $204k 557.00 366.90
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $204k 8.4k 24.38