Investments & Financial Planning

Investments & Financial Planning as of March 31, 2022

Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 33 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 20.8 $24M 359k 66.21
Ishares Tr Core S&p Mcp Etf (IJH) 17.1 $20M 73k 268.35
Vanguard Index Fds Small Cp Etf (VB) 15.9 $18M 86k 212.51
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 7.3 $8.4M 83k 101.29
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.2 $5.9M 34k 175.93
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.0 $5.7M 108k 52.44
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.9 $5.6M 37k 149.68
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.6 $5.3M 68k 78.09
Vanguard Bd Index Fds Intermed Term (BIV) 2.2 $2.6M 31k 81.90
Ishares Tr U.s. Real Es Etf (IYR) 2.1 $2.5M 23k 108.24
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.1 $2.4M 24k 100.51
Vanguard Index Fds Value Etf (VTV) 1.5 $1.8M 12k 147.81
Tesla Motors (TSLA) 1.3 $1.5M 1.4k 1077.74
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.1 $1.3M 30k 43.96
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.3M 4.5k 287.51
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.1 $1.3M 24k 53.14
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.0M 8.3k 120.98
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.6 $652k 9.3k 69.90
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $612k 18k 34.29
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $593k 21k 27.77
Ishares Tr National Mun Etf (MUB) 0.5 $571k 5.2k 109.55
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $561k 2.3k 248.12
Apple (AAPL) 0.4 $475k 2.7k 174.83
NVIDIA Corporation (NVDA) 0.4 $402k 1.5k 272.91
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $343k 3.3k 104.54
Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $329k 3.2k 102.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $309k 6.7k 46.11
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $302k 1.9k 162.02
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $299k 7.2k 41.70
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $290k 7.5k 38.66
Microsoft Corporation (MSFT) 0.2 $238k 773.00 307.89
Boeing Company (BA) 0.2 $223k 1.2k 191.25
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $212k 5.0k 42.06