Investments & Financial Planning

Investments & Financial Planning as of March 31, 2024

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