$114 Million is the total value of Investments & Financial Planning, LLC's 33 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $5,290,000 | -4.0% | 67,740 | -2.5% | 4.62% | -6.5% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $2,566,000 | -2.7% | 31,329 | -0.3% | 2.24% | -5.2% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $1,309,000 | -8.7% | 29,774 | -8.4% | 1.14% | -11.0% |
| VWOB | Sell | VANGUARD WHITEHALL FDSemerg mkt bd etf | $652,000 | -5.4% | 9,328 | -0.6% | 0.57% | -7.9% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $593,000 | -2.3% | 21,355 | -0.2% | 0.52% | -5.0% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $343,000 | -4.7% | 3,281 | -3.5% | 0.30% | -7.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 7 | Q3 2023 | 20.8% |
| ISHARES TR | 7 | Q3 2023 | 17.8% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 18.7% |
| VANGUARD INTL EQUITY INDEX F | 7 | Q3 2023 | 7.4% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 5.2% |
| VANGUARD CHARLOTTE FDS | 7 | Q3 2023 | 5.5% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 4.9% |
| VANGUARD SCOTTSDALE FDS | 7 | Q3 2023 | 5.1% |
| VANGUARD BD INDEX FDS | 7 | Q3 2023 | 2.5% |
| ISHARES TR | 7 | Q3 2023 | 2.2% |
View Investments & Financial Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-03-01 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
View Investments & Financial Planning, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.