Investments & Financial Planning, LLC Top Holdings and 13F Report (2024) About Investments & Financial Planning, LLCInvestment ActivityInvestments & Financial Planning, LLC has $157.91 million in total holdings as of September 30, 2024.Investments & Financial Planning, LLC owns shares of 33 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.15% of the portfolio was purchased this quarter.About 1.38% of the portfolio was sold this quarter.This quarter, Investments & Financial Planning, LLC has purchased 33 new stocks and bought additional shares in 13 stocks.Investments & Financial Planning, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Small-Cap ETF $36,307,995SPDR Portfolio S&P 500 Growth ETF $31,622,844iShares Core S&P Mid-Cap ETF $24,625,240Vanguard Mid-Cap ETF $14,742,307Capital Group Growth ETF $8,076,270 Largest New Holdings this Quarter SPDR Portfolio Emerging Markets ETF $213,575 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 11,438 shares (about $908.40K)Vanguard Mid-Cap ETF 1,175 shares (about $310.00K)SPDR Portfolio Emerging Markets ETF 5,174 shares (about $213.58K)iShares 0-5 Year High Yield Corporate Bond ETF 2,583 shares (about $112.16K)Vanguard Intermediate-Term Bond ETF 1,145 shares (about $89.73K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 11,617 shares (about $963.51K)Vanguard Total World Stock ETF 1,945 shares (about $232.82K)Vanguard Small-Cap Value ETF 1,035 shares (about $207.82K)Capital Group Growth ETF 3,244 shares (about $112.86K)iShares Core S&P Mid-Cap ETF 1,766 shares (about $110.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestments & Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBVanguard Small-Cap ETF$36,307,995$25,619 ▲0.1%153,06323.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$31,622,844$963,513 ▼-3.0%381,27420.0%ETFIJHiShares Core S&P Mid-Cap ETF$24,625,240$110,057 ▼-0.4%395,14215.6%ETFVOVanguard Mid-Cap ETF$14,742,307$310,001 ▲2.1%55,8789.3%ETFCGGRCapital Group Growth ETF$8,076,270$112,859 ▼-1.4%232,1435.1%ETFURTHiShares MSCI World ETF$7,463,081$88,811 ▲1.2%47,5634.7%ETFVTVanguard Total World Stock ETF$7,423,698$232,817 ▼-3.0%62,0194.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,173,503$908,402 ▲14.5%90,3244.5%ETFNVDANVIDIA$2,796,9750.0%23,0321.8%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$2,391,569$89,735 ▲3.9%30,5161.5%ETFBNDXVanguard Total International Bond ETF$1,973,982$20,313 ▼-1.0%39,2601.3%ETFVUGVanguard Growth ETF$1,564,266$76,025 ▼-4.6%4,0741.0%ETFTSLATesla$1,440,5350.0%5,5060.9%Auto/Tires/TrucksVTVVanguard Value ETF$1,316,797$4,539 ▼-0.3%7,5430.8%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$989,084$112,156 ▲12.8%22,7790.6%ETFSPLGSPDR Portfolio S&P 500 ETF$855,871$77,095 ▼-8.3%12,6780.5%ETFMUBiShares National Muni Bond ETF$723,232$29,329 ▼-3.9%6,6580.5%ETFAAPLApple$692,801$699 ▲0.1%2,9730.4%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$664,283$36,835 ▲5.9%10,0090.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$574,670$8,352 ▼-1.4%10,8720.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$494,558$34,010 ▼-6.4%4,3770.3%FinanceSPABSPDR Portfolio Aggregate Bond ETF$487,475$21,774 ▲4.7%18,6490.3%ETFVOEVanguard Mid-Cap Value ETF$465,812$80,151 ▼-14.7%2,7780.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$406,160$38 ▼0.0%10,8140.3%ETFVBRVanguard Small-Cap Value ETF$379,890$207,815 ▼-35.4%1,8920.2%ETFVIGVanguard Dividend Appreciation ETF$369,1840.0%1,8640.2%ETFAMZNAmazon.com$351,046$373 ▲0.1%1,8840.2%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$281,910$4,247 ▼-1.5%2,6550.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$273,810$321 ▲0.1%3,4070.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$271,120$3,130 ▼-1.1%2,7720.2%FinanceMSFTMicrosoft$251,943$430 ▲0.2%5860.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$246,285$104 ▲0.0%2,3640.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$213,575$213,575 ▲New Holding5,1740.1%ETFBABoeing$0$207,673 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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