Investments & Financial Planning, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IF Investments & Financial Planning, LLC | Institutional Filer | ▼ 1.42% | $183.7M | 36 |
Current Portfolio Holdings
Showing all 36 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | — | 149K | $39.0M | 21.21% |
| 2 | SPYG | SPDR SERIES TRUST | — | 365K | $35.7M | 19.45% |
| 3 | IJH | ISHARES TR | — | 406K | $27.4M | 14.94% |
| 4 | VO | VANGUARD INDEX FDS | — | 58K | $16.6M | 9.05% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | — | 136K | $10.8M | 5.87% |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | — | 256K | $10.3M | 5.60% |
| 7 | URTH | ISHARES INC | — | 56K | $10.1M | 5.47% |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | — | 53K | $7.4M | 4.02% |
| 9 | NVDA | NVIDIA Corporation | Technology | 25K | $4.3M | 2.36% |
| 10 | BIV | VANGUARD BD INDEX FDS | — | 54K | $4.2M | 2.27% |
| 11 | SHYG | ISHARES TR | — | 72K | $3.0M | 1.65% |
| 12 | TSLA | Tesla, Inc. | Consumer Cyclical | 6K | $2.1M | 1.13% |
| 13 | VUG | VANGUARD INDEX FDS | — | 4K | $1.6M | 0.85% |
| 14 | MUB | ISHARES TR | — | 9K | $961K | 0.52% |
| 15 | VTV | VANGUARD INDEX FDS | — | 5K | $907K | 0.49% |
Showing 1 to 15 of 36 holdings