Investments & Financial Planning

Investments & Financial Planning as of June 30, 2024

Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 33 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 22.4 $33M 153k 218.04
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 21.1 $32M 393k 80.13
Ishares Tr Core S&p Mcp Etf (IJH) 15.6 $23M 397k 58.52
Vanguard Index Fds Mid Cap Etf (VO) 8.9 $13M 55k 242.10
Capital Group Growth Etf Shs Creation Uni (CGGR) 5.2 $7.7M 235k 32.89
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.8 $7.2M 64k 112.63
Ishares Msci World Etf (URTH) 4.7 $6.9M 47k 147.49
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.1 $6.1M 79k 77.27
NVIDIA Corporation (NVDA) 1.9 $2.8M 23k 123.54
Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $2.2M 29k 74.89
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $1.9M 40k 48.67
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.6M 4.3k 374.01
Vanguard Index Fds Value Etf (VTV) 0.8 $1.2M 7.6k 160.40
Tesla Motors (TSLA) 0.7 $1.1M 5.5k 197.88
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $885k 14k 64.00
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $852k 20k 42.20
Ishares Tr National Mun Etf (MUB) 0.5 $738k 6.9k 106.55
Apple (AAPL) 0.4 $626k 3.0k 210.64
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $595k 9.5k 62.91
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $538k 11k 48.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $534k 2.9k 182.55
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $501k 4.7k 107.13
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $490k 3.3k 150.43
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $447k 18k 25.09
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $379k 11k 35.08
Amazon (AMZN) 0.2 $364k 1.9k 193.25
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $340k 1.9k 182.55
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $282k 2.7k 104.53
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $264k 2.8k 94.25
Microsoft Corporation (MSFT) 0.2 $262k 585.00 447.29
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $252k 3.4k 74.07
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $238k 2.4k 100.86
Boeing Company (BA) 0.1 $208k 1.1k 182.01