Investments & Financial Planning

Latest statistics and disclosures from Investments & Financial Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VB, SPYG, IJH, VO, CGGR, and represent 73.56% of Investments & Financial Planning's stock portfolio.
  • Added to shares of these 10 stocks: IJH (+$19M), SCHG, DIS, VO, URTH, CGGR, VB, TSLA, BIV, VCSH.
  • Started 2 new stock positions in SCHG, DIS.
  • Reduced shares in these 10 stocks: , VT, VUG, SUB, VTV, VBR, SPLG, VOE, SPYG, SPDW.
  • Sold out of its position in SPEM.
  • Investments & Financial Planning was a net buyer of stock by $20M.
  • Investments & Financial Planning has $146M in assets under management (AUM), dropping by 9.27%.
  • Central Index Key (CIK): 0001909307

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Portfolio Holdings for Investments & Financial Planning

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Small Cp Etf (VB) 23.6 $34M 151k 228.59
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 19.5 $28M 388k 73.15
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Ishares Tr Core S&p Mcp Etf (IJH) 16.2 $24M +398% 389k 60.74
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Vanguard Index Fds Mid Cap Etf (VO) 9.3 $14M 54k 249.86
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Capital Group Growth Etf Shs Creation Uni (CGGR) 5.0 $7.3M +2% 229k 31.99
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.9 $7.1M 64k 110.50
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Ishares Msci World Etf (URTH) 4.6 $6.6M +2% 46k 144.91
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.3 $6.3M 82k 77.31
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Vanguard Bd Index Fds Intermed Term (BIV) 1.5 $2.1M +5% 29k 75.40
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NVIDIA Corporation (NVDA) 1.4 $2.1M 2.3k 903.58
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $1.9M +4% 39k 49.19
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Vanguard Index Fds Growth Etf (VUG) 1.0 $1.5M -5% 4.3k 344.20
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Vanguard Index Fds Value Etf (VTV) 0.8 $1.2M -3% 7.6k 162.85
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Tesla Motors (TSLA) 0.6 $936k +15% 5.3k 175.79
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $900k -3% 15k 61.53
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $798k +11% 19k 42.55
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Ishares Tr National Mun Etf (MUB) 0.5 $758k 7.0k 107.61
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.4 $573k +4% 9.0k 63.85
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $562k -6% 2.9k 191.89
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $555k 11k 50.10
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Apple (AAPL) 0.3 $509k +13% 3.0k 171.48
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $508k -6% 3.3k 155.90
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $507k 4.7k 108.91
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $479k -2% 19k 25.28
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $414k -4% 12k 35.84
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $340k 1.9k 182.61
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Amazon (AMZN) 0.2 $340k 1.9k 180.38
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $296k -16% 2.8k 104.73
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Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $264k -4% 2.8k 95.19
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $260k 3.4k 75.97
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Microsoft Corporation (MSFT) 0.2 $246k 585.00 421.00
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $219k NEW 2.4k 92.74
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Walt Disney Company (DIS) 0.1 $207k NEW 1.7k 122.36
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Past Filings by Investments & Financial Planning

SEC 13F filings are viewable for Investments & Financial Planning going back to 2021