Investments & Financial Planning

Investments & Financial Planning as of March 31, 2025

Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 34 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 22.0 $34M 153k 221.75
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 19.3 $30M 369k 80.37
Ishares Tr Core S&p Mcp Etf (IJH) 15.0 $23M 397k 58.35
Vanguard Index Fds Mid Cap Etf (VO) 9.6 $15M 57k 258.62
Capital Group Growth Etf Shs Creation Uni (CGGR) 5.5 $8.5M 249k 34.25
Ishares Msci World Etf (URTH) 5.1 $7.8M 51k 153.18
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.7 $7.2M 62k 115.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.6 $7.2M 91k 78.94
Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $3.1M 40k 76.57
NVIDIA Corporation (NVDA) 1.7 $2.6M 24k 108.38
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.2 $1.8M 43k 42.52
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $1.5M 32k 48.82
Vanguard Index Fds Growth Etf (VUG) 1.0 $1.5M 4.0k 370.83
Tesla Motors (TSLA) 0.9 $1.4M 5.6k 259.16
Vanguard Index Fds Value Etf (VTV) 0.9 $1.3M 7.6k 172.73
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.6 $893k 14k 64.20
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $812k 12k 65.76
Ishares Tr National Mun Etf (MUB) 0.5 $771k 7.3k 105.44
Apple (AAPL) 0.4 $661k 3.0k 222.12
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $611k 12k 51.07
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $470k 4.3k 108.69
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $450k 18k 25.54
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $449k 2.8k 160.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $422k 12k 36.41
Amazon (AMZN) 0.2 $359k 1.9k 190.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $358k 1.9k 186.31
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $345k 13k 26.58
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $345k 1.8k 193.99
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $324k 3.1k 105.61
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $243k 2.5k 95.30
Microsoft Corporation (MSFT) 0.2 $237k 632.00 375.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $237k 9.5k 25.04
UnitedHealth (UNH) 0.1 $224k 428.00 523.15
Boeing Company (BA) 0.1 $203k 1.2k 170.55