$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $771,377 | +90.1% | 2,777 | 0.0% | 0.71% | +77.9% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $287,075 | +1.4% | 1,864 | 0.0% | 0.26% | -5.1% | |
| BA | BOEING CO | $223,264 | +11.5% | 1,051 | 0.0% | 0.20% | +4.6% |
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.