Investments & Financial Planning, LLC Top Holdings and 13F Report (2025) About Investments & Financial Planning, LLCInvestment ActivityInvestments & Financial Planning, LLC has $162.24 million in total holdings as of December 31, 2024.Investments & Financial Planning, LLC owns shares of 33 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.79% of the portfolio was purchased this quarter.About 1.06% of the portfolio was sold this quarter.This quarter, Investments & Financial Planning, LLC has purchased 33 new stocks and bought additional shares in 18 stocks.Investments & Financial Planning, LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Small-Cap ETF $36,536,465SPDR Portfolio S&P 500 Growth ETF $32,788,460iShares Core S&P Mid-Cap ETF $24,730,124Vanguard Mid-Cap ETF $14,919,123Capital Group Growth ETF $8,947,295 Largest New Holdings this Quarter Walt Disney $222,255 HoldingBoeing $210,807 Holding Largest Purchases this Quarter iShares 0-5 Year High Yield Corporate Bond ETF 11,265 shares (about $480.00K)Vanguard Intermediate-Term Bond ETF 5,461 shares (about $408.10K)Capital Group Growth ETF 8,570 shares (about $318.55K)iShares MSCI World ETF 2,046 shares (about $318.15K)Walt Disney 1,996 shares (about $222.26K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 8,254 shares (about $725.53K)Vanguard Small-Cap ETF 1,005 shares (about $241.48K)Vanguard Total International Bond ETF 3,894 shares (about $191.00K)SPDR Bloomberg High Yield Bond ETF 225 shares (about $21.48K)Vanguard Growth ETF 47 shares (about $19.29K) 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$36,536,465$241,481 ▼-0.7%152,05822.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$32,788,460$725,527 ▼-2.2%373,02020.2%ETFIJHiShares Core S&P Mid-Cap ETF$24,730,124$108,855 ▲0.4%396,88915.2%ETFVOVanguard Mid-Cap ETF$14,919,123$160,063 ▲1.1%56,4849.2%ETFCGGRCapital Group Growth ETF$8,947,295$318,547 ▲3.7%240,7135.5%ETFURTHiShares MSCI World ETF$7,714,237$318,155 ▲4.3%49,6094.8%ETFVTVanguard Total World Stock ETF$7,292,176$6,226 ▲0.1%62,0724.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,201,426$155,240 ▲2.2%92,3144.4%ETFNVDANVIDIA$3,093,0150.0%23,0321.9%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$2,688,547$408,098 ▲17.9%35,9771.7%ETFTSLATesla$2,225,562$2,019 ▲0.1%5,5111.4%Auto/Tires/TrucksBNDXVanguard Total International Bond ETF$1,734,686$190,999 ▼-9.9%35,3661.1%ETFVUGVanguard Growth ETF$1,652,873$19,291 ▼-1.2%4,0271.0%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,450,624$480,005 ▲49.5%34,0440.9%ETFVTVVanguard Value ETF$1,282,970$5,926 ▲0.5%7,5780.8%ETFSPLGSPDR Portfolio S&P 500 ETF$858,939$15,098 ▼-1.7%12,4590.5%ETFVWOBVanguard Emerging Markets Government Bond ETF$746,405$114,360 ▲18.1%11,8200.5%ETFAAPLApple$744,877$501 ▲0.1%2,9750.5%Computer and TechnologyMUBiShares National Muni Bond ETF$711,072$1,705 ▲0.2%6,6740.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$573,870$17,898 ▲3.2%11,2220.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$466,380$1,282 ▼-0.3%4,3650.3%FinanceVOEVanguard Mid-Cap Value ETF$450,775$1,456 ▲0.3%2,7870.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$450,376$15,669 ▼-3.4%18,0220.3%ETFAMZNAmazon.com$413,3310.0%1,8840.3%Retail/WholesaleVBRVanguard Small-Cap Value ETF$376,098$1,189 ▲0.3%1,8980.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$359,849$9,250 ▼-2.5%10,5430.2%ETFVIGVanguard Dividend Appreciation ETF$356,606$8,421 ▼-2.3%1,8210.2%ETFSUBiShares Short-Term National Muni Bond ETF$270,934$9,070 ▼-3.2%2,5690.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$265,392$176,572 ▲198.8%10,1800.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$263,572$197,686 ▲300.0%9,4570.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$243,189$21,483 ▼-8.1%2,5470.1%FinanceDISWalt Disney$222,255$222,255 ▲New Holding1,9960.1%Consumer DiscretionaryBABoeing$210,807$210,807 ▲New Holding1,1910.1%AerospaceMSFTMicrosoft$0$251,943 ▼-100.0%00.0%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$0$213,575 ▼-100.0%00.0%ETFShowing 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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