Investments & Financial Planning

Investments & Financial Planning as of June 30, 2022

Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 34 positions in its portfolio as reported in the June 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) 19.3 $19M 359k 52.28
Ishares Tr Core S&p Mcp Etf (IJH) 17.2 $17M 74k 226.22
Vanguard Index Fds Small Cp Etf (VB) 16.2 $16M 89k 176.12
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 6.9 $6.7M 78k 85.34
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.5 $5.4M 108k 49.54
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.1 $5.0M 65k 76.27
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.0 $4.8M 32k 149.82
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.7 $4.6M 35k 129.51
Vanguard Bd Index Fds Intermed Term (BIV) 2.5 $2.5M 32k 77.64
Ishares Tr U.s. Real Es Etf (IYR) 2.1 $2.1M 23k 91.97
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.9 $1.8M 23k 79.22
Vanguard Index Fds Value Etf (VTV) 1.4 $1.3M 10k 131.85
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.2 $1.2M 29k 40.56
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.1M 4.7k 222.85
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.0 $936k 21k 44.35
Tesla Motors (TSLA) 1.0 $927k 1.4k 673.20
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $880k 8.0k 110.03
Ishares Tr National Mun Etf (MUB) 0.7 $653k 6.1k 106.40
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.6 $600k 9.8k 61.33
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $591k 3.0k 197.13
Ishares Msci World Etf (URTH) 0.6 $578k 5.4k 106.94
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.5 $493k 19k 26.35
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $461k 16k 28.82
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $440k 2.2k 196.87
Apple (AAPL) 0.4 $376k 2.7k 136.83
NVIDIA Corporation (NVDA) 0.4 $363k 2.4k 151.69
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $359k 3.4k 104.76
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $337k 9.1k 36.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $279k 6.7k 41.71
Microsoft Corporation (MSFT) 0.3 $275k 1.1k 257.01
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $267k 1.9k 143.24
Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $266k 2.9k 90.72
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.2 $242k 12k 19.94
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $241k 6.9k 34.74