Investments & Financial Planning

Investments & Financial Planning as of Dec. 31, 2023

Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 32 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 23.9 $32M 150k 213.33
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 18.9 $25M 389k 65.06
Ishares Tr Core S&p Mcp Etf (IJH) 16.2 $22M 78k 277.15
Vanguard Index Fds Mid Cap Etf (VO) 9.3 $12M 53k 232.64
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 5.1 $6.7M 66k 102.88
Capital Group Growth Etf Shs Creation Uni (CGGR) 4.7 $6.3M 224k 28.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.7 $6.2M 80k 77.37
Ishares Msci World Etf (URTH) 4.4 $5.9M 45k 133.02
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $2.1M 27k 76.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $1.8M 38k 49.36
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.4M 4.5k 310.87
Vanguard Index Fds Value Etf (VTV) 0.9 $1.2M 7.9k 149.50
Tesla Motors (TSLA) 0.9 $1.1M 4.6k 248.48
NVIDIA Corporation (NVDA) 0.8 $1.1M 2.3k 495.23
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $850k 15k 55.90
Ishares Tr National Mun Etf (MUB) 0.6 $768k 7.1k 108.40
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $707k 17k 42.22
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $565k 3.1k 179.99
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $548k 8.6k 63.75
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $518k 11k 46.63
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $507k 4.6k 110.67
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $505k 3.5k 145.00
Apple (AAPL) 0.4 $504k 2.6k 192.50
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $499k 20k 25.64
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $411k 12k 34.01
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $355k 3.4k 105.43
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $318k 1.9k 170.40
Amazon (AMZN) 0.2 $286k 1.9k 151.94
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $274k 2.9k 94.72
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $240k 3.4k 70.09
Microsoft Corporation (MSFT) 0.2 $220k 585.00 376.25
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $206k 5.8k 35.41