Investments & Financial Planning

Investments & Financial Planning as of June 30, 2025

Portfolio Holdings for Investments & Financial Planning

Investments & Financial Planning holds 37 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 21.4 $37M 157k 236.98
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 20.5 $36M 374k 95.32
Ishares Tr Core S&p Mcp Etf (IJH) 14.5 $25M 405k 62.02
Vanguard Index Fds Mid Cap Etf (VO) 9.5 $17M 59k 279.83
Capital Group Growth Etf Shs Creation Uni (CGGR) 6.2 $11M 263k 40.65
Ishares Msci World Etf (URTH) 5.3 $9.2M 55k 169.38
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.6 $8.0M 62k 128.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.9 $6.7M 85k 79.50
NVIDIA Corporation (NVDA) 2.2 $3.8M 24k 157.99
Vanguard Bd Index Fds Intermed Term (BIV) 1.8 $3.2M 41k 77.34
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.1 $1.9M 45k 43.14
Tesla Motors (TSLA) 1.0 $1.8M 5.6k 317.66
Vanguard Index Fds Growth Etf (VUG) 1.0 $1.7M 4.0k 438.44
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.8 $1.4M 29k 49.51
Vanguard Index Fds Value Etf (VTV) 0.8 $1.3M 7.5k 176.74
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.5 $941k 14k 65.35
Spdr Series Trust Portfolio S&p500 (SPLG) 0.5 $894k 12k 72.69
Ishares Tr National Mun Etf (MUB) 0.4 $752k 7.2k 104.48
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.4 $628k 12k 52.34
Apple (AAPL) 0.4 $610k 3.0k 205.19
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $469k 4.3k 109.60
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $468k 12k 40.49
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $462k 2.8k 164.45
Spdr Series Trust Portfolio Agrgte (SPAB) 0.3 $445k 17k 25.60
Amazon (AMZN) 0.2 $419k 1.9k 219.39
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $397k 1.9k 204.67
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $380k 1.9k 195.01
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $360k 13k 27.67
Microsoft Corporation (MSFT) 0.2 $315k 633.00 497.15
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $283k 2.7k 106.34
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $273k 9.4k 29.21
Boeing Company (BA) 0.1 $250k 1.2k 209.53
Spdr Series Trust Bloomberg High Y (JNK) 0.1 $239k 2.5k 97.27
Walt Disney Company (DIS) 0.1 $239k 1.9k 124.02
Charles Schwab Corporation (SCHW) 0.1 $233k 2.5k 91.24
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $208k 4.9k 42.74
UnitedHealth (UNH) 0.1 $200k 642.00 312.06