| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -6,938 | -100.0% | -0.25% | – |
| Exit | CAPITAL GROUP GROWTH ETF | $0 | – | -12,139 | -100.0% | -0.25% | – | |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -2,932 | -100.0% | -0.27% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,864 | -100.0% | -0.28% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -1,070 | -100.0% | -0.28% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -6,689 | -100.0% | -0.29% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -9,143 | -100.0% | -0.35% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -3,427 | -100.0% | -0.37% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,393 | -100.0% | -0.37% | – |
| AAPL | Exit | APPLE INC | $0 | – | -2,748 | -100.0% | -0.39% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -2,235 | -100.0% | -0.45% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -15,994 | -100.0% | -0.48% | – |
| SPAB | Exit | SPDR SER TRportfolio agrgte | $0 | – | -18,713 | -100.0% | -0.51% | – |
| URTH | Exit | ISHARES INCmsci world etf | $0 | – | -5,405 | -100.0% | -0.60% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -2,998 | -100.0% | -0.61% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSem mk gov bd etf | $0 | – | -9,783 | -100.0% | -0.62% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -6,137 | -100.0% | -0.67% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -7,998 | -100.0% | -0.91% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,377 | -100.0% | -0.96% | – |
| SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -21,105 | -100.0% | -0.96% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -4,743 | -100.0% | -1.09% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -28,479 | -100.0% | -1.19% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -10,072 | -100.0% | -1.37% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -23,099 | -100.0% | -1.88% | – |
| IYR | Exit | ISHARES TRu.s. real es etf | $0 | – | -22,594 | -100.0% | -2.14% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -31,582 | -100.0% | -2.53% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -35,371 | -100.0% | -4.72% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -32,211 | -100.0% | -4.97% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -65,428 | -100.0% | -5.14% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -108,355 | -100.0% | -5.53% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -78,017 | -100.0% | -6.86% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -89,095 | -100.0% | -16.17% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -73,865 | -100.0% | -17.22% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -359,143 | -100.0% | -19.34% | – |
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.