13F HOLDINGS REPORT
Investments & Financial Planning, LLC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001909307-25-000002
Total Value
$162.2M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908751 | 152,058 | $36.5M | 22.52% |
| 2 | SPDR SER TR | 78464A409 | 373,020 | $32.8M | 20.21% |
| 3 | ISHARES TR | 464287507 | 396,889 | $24.7M | 15.24% |
| 4 | VANGUARD INDEX FDS | 922908629 | 56,484 | $14.9M | 9.20% |
| 5 | CAPITAL GROUP GROWTH ETF | 14020G101 | 240,713 | $8.9M | 5.51% |
| 6 | ISHARES INC | 464286392 | 49,609 | $7.7M | 4.75% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042742 | 62,072 | $7.3M | 4.49% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C409 | 92,314 | $7.2M | 4.44% |
| 9 | NVIDIA CORPORATION | NVDA | 23,032 | $3.1M | 1.91% |
| 10 | VANGUARD BD INDEX FDS | 921937819 | 35,977 | $2.7M | 1.66% |
| 11 | TESLA INC | TSLA | 5,511 | $2.2M | 1.37% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 35,366 | $1.7M | 1.07% |
| 13 | VANGUARD INDEX FDS | 922908736 | 4,027 | $1.7M | 1.02% |
| 14 | ISHARES TR | 46434V407 | 34,044 | $1.5M | 0.89% |
| 15 | VANGUARD INDEX FDS | 922908744 | 7,578 | $1.3M | 0.79% |
| 16 | SPDR SER TR | 78464A854 | 12,459 | $858,939 | 0.53% |
| 17 | VANGUARD WHITEHALL FDS | 921946885 | 11,820 | $746,405 | 0.46% |
| 18 | APPLE INC | AAPL | 2,975 | $744,877 | 0.46% |
| 19 | ISHARES TR | 464288414 | 6,674 | $711,072 | 0.44% |
| 20 | SPDR SER TR | 78464A508 | 11,222 | $573,870 | 0.35% |
| 21 | ISHARES TR | 464287242 | 4,365 | $466,380 | 0.29% |
| 22 | VANGUARD INDEX FDS | 922908512 | 2,787 | $450,775 | 0.28% |
| 23 | SPDR SER TR | 78464A649 | 18,022 | $450,376 | 0.28% |
| 24 | AMAZON COM INC | AMZN | 1,884 | $413,331 | 0.25% |
| 25 | VANGUARD INDEX FDS | 922908611 | 1,898 | $376,098 | 0.23% |
| 26 | SPDR INDEX SHS FDS | 78463X889 | 10,543 | $359,849 | 0.22% |
| 27 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,821 | $356,606 | 0.22% |
| 28 | ISHARES TR | 464288158 | 2,569 | $270,934 | 0.17% |
| 29 | SCHWAB STRATEGIC TR | 808524409 | 10,180 | $265,392 | 0.16% |
| 30 | SCHWAB STRATEGIC TR | 808524300 | 9,457 | $263,572 | 0.16% |
| 31 | SPDR SER TR | 78468R622 | 2,547 | $243,189 | 0.15% |
| 32 | DISNEY WALT CO | 254687106 | 1,996 | $222,255 | 0.14% |
| 33 | BOEING CO | BA-PA | 1,191 | $210,807 | 0.13% |