Investments & Financial Planning

Investments & Financial Planning as of Dec. 31, 2022

Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 36 positions in its portfolio as reported in the December 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) 18.6 $19M 375k 50.67
Ishares Tr Core S&p Mcp Etf (IJH) 17.8 $18M 75k 241.89
Vanguard Index Fds Small Cp Etf (VB) 17.4 $18M 97k 183.54
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 6.6 $6.7M 78k 86.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.8 $4.9M 31k 158.80
Vanguard Index Fds Mcap Vl Idxvip (VOE) 4.7 $4.8M 35k 135.24
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.6 $4.7M 100k 47.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.1 $4.2M 56k 75.19
Vanguard Bd Index Fds Intermed Term (BIV) 2.1 $2.2M 29k 74.32
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.9 $1.9M 23k 83.60
Ishares Tr U.s. Real Es Etf (IYR) 1.9 $1.9M 22k 84.19
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $1.6M 7.7k 203.80
Ishares Msci World Etf (URTH) 1.5 $1.5M 14k 109.25
Vanguard Index Fds Value Etf (VTV) 1.4 $1.4M 10k 140.37
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.1 $1.1M 55k 19.94
Vanguard Index Fds Growth Etf (VUG) 1.0 $1.0M 4.8k 213.10
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $932k 21k 44.98
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.8 $832k 20k 40.89
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $827k 7.8k 105.43
Ishares Tr National Mun Etf (MUB) 0.7 $732k 6.9k 105.52
Tesla Motors (TSLA) 0.6 $570k 4.6k 123.18
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $552k 9.0k 60.98
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $473k 4.5k 104.26
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $451k 12k 38.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $448k 15k 29.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $444k 2.2k 200.52
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $425k 17k 25.13
NVIDIA Corporation (NVDA) 0.4 $406k 2.8k 146.14
Apple (AAPL) 0.4 $386k 3.0k 129.92
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $283k 1.9k 151.85
Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $267k 3.0k 90.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $248k 6.4k 38.98
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $223k 3.4k 66.01
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $220k 6.7k 32.96
Microsoft Corporation (MSFT) 0.2 $218k 907.00 239.91
Boeing Company (BA) 0.2 $200k 1.1k 190.49