Investments & Financial Planning

Investments & Financial Planning as of June 30, 2023

Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 35 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 20.2 $23M 382k 61.01
Vanguard Index Fds Small Cp Etf (VB) 18.5 $21M 107k 198.89
Ishares Tr Core S&p Mcp Etf (IJH) 17.2 $20M 76k 261.48
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 6.4 $7.4M 76k 96.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 3.8 $4.4M 26k 165.40
Vanguard Index Fds Mcap Vl Idxvip (VOE) 3.6 $4.2M 30k 138.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.5 $4.0M 82k 48.88
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.3 $3.8M 51k 75.66
Vanguard Index Fds Mid Cap Etf (VO) 3.1 $3.6M 16k 220.17
Ishares Msci World Etf (URTH) 2.3 $2.7M 22k 124.52
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.3 $2.7M 106k 25.23
Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $2.0M 27k 75.23
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.6 $1.9M 20k 96.63
Ishares Tr U.s. Real Es Etf (IYR) 1.4 $1.6M 19k 86.54
Vanguard Index Fds Value Etf (VTV) 1.2 $1.4M 10k 142.11
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.3M 4.7k 282.97
Tesla Motors (TSLA) 1.0 $1.2M 4.6k 261.77
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $1.0M 20k 52.11
NVIDIA Corporation (NVDA) 0.9 $992k 2.3k 423.03
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.6 $722k 6.7k 108.14
Ishares Tr National Mun Etf (MUB) 0.6 $711k 6.7k 106.74
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $686k 17k 41.45
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $569k 9.1k 62.27
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $520k 12k 43.20
Apple (AAPL) 0.4 $508k 2.6k 193.95
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $461k 14k 32.54
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $417k 1.8k 229.74
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $394k 3.8k 104.05
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $382k 15k 25.37
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $303k 1.9k 162.43
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $263k 2.9k 92.04
Amazon (AMZN) 0.2 $238k 1.8k 130.36
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $229k 3.4k 67.09
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $213k 6.2k 34.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $206k 5.1k 40.68