$109 Million is the total value of Investments & Financial Planning, LLC's 36 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $21,134,868 | +11.3% | 381,771 | +1.9% | 19.40% | +4.3% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $19,593,706 | +10.2% | 103,364 | +6.7% | 17.98% | +3.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $18,923,248 | +4.1% | 75,645 | +0.7% | 17.37% | -2.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,706,292 | +73.5% | 12,831 | +67.7% | 2.48% | +62.6% |
| URTH | Buy | ISHARES INCmsci world etf | $2,151,699 | +43.5% | 18,286 | +33.2% | 1.98% | +34.4% |
| Buy | CAPITAL GROUP GROWTH ETF | $1,892,849 | +72.8% | 84,276 | +53.4% | 1.74% | +61.9% | |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,188,006 | +17.2% | 4,763 | +0.1% | 1.09% | +9.7% |
| TSLA | Buy | TESLA INC | $962,407 | +68.7% | 4,639 | +0.2% | 0.88% | +58.0% |
| MUB | Buy | ISHARES TRnational mun etf | $755,433 | +3.3% | 7,012 | +1.2% | 0.69% | -3.3% |
| VWOB | Buy | VANGUARD WHITEHALL FDSem mk gov bd etf | $569,205 | +3.2% | 9,135 | +1.0% | 0.52% | -3.5% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $489,694 | +8.6% | 12,026 | +3.7% | 0.45% | +1.6% |
| JNK | Buy | SPDR SER TRbloomberg high y | $278,606 | +4.4% | 3,002 | +1.2% | 0.26% | -1.9% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $224,009 | +0.7% | 3,416 | +1.4% | 0.21% | -5.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-02
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.