Investments & Financial Planning

Investments & Financial Planning as of Dec. 31, 2021

Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 32 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 20.5 $23M 348k 65.76
Ishares Tr Core S&p Mcp Etf (IJH) 17.0 $19M 71k 267.42
Vanguard Index Fds Small Cp Etf (VB) 15.8 $18M 83k 211.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 7.4 $8.2M 80k 103.20
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.1 $5.7M 33k 174.11
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.1 $5.7M 107k 53.26
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.9 $5.5M 70k 79.38
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.8 $5.4M 36k 148.40
Vanguard Bd Index Fds Intermed Term (BIV) 2.4 $2.6M 31k 83.89
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.2 $2.4M 24k 102.21
Ishares Tr U.s. Real Es Etf (IYR) 2.1 $2.3M 22k 104.13
Vanguard Index Fds Value Etf (VTV) 1.6 $1.7M 12k 146.92
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.3 $1.4M 33k 44.09
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.3M 4.5k 288.36
Tesla Motors (TSLA) 1.1 $1.3M 1.4k 904.56
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $1.2M 23k 52.82
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.0M 8.3k 123.96
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.6 $689k 9.4k 73.40
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $628k 18k 35.53
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $607k 21k 28.36
Ishares Tr National Mun Etf (MUB) 0.5 $588k 5.2k 112.88
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $559k 2.2k 249.33
Apple (AAPL) 0.4 $468k 2.7k 172.25
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $360k 3.4k 105.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $336k 6.7k 50.39
Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $329k 3.2k 103.49
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $313k 7.4k 42.28
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $302k 1.9k 162.02
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $298k 7.2k 41.64
Boeing Company (BA) 0.2 $255k 1.2k 218.70
NVIDIA Corporation (NVDA) 0.2 $248k 959.00 258.60
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $209k 5.0k 41.54