13F HOLDINGS REPORT
Investments & Financial Planning, LLC
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001909307-25-000005
Total Value
$154.0M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908751 | 152,823 | $33.9M | 22.01% |
| 2 | SPDR SER TR | 78464A409 | 369,339 | $29.7M | 19.28% |
| 3 | ISHARES TR | 464287507 | 396,879 | $23.2M | 15.04% |
| 4 | VANGUARD INDEX FDS | 922908629 | 57,416 | $14.8M | 9.64% |
| 5 | CAPITAL GROUP GROWTH ETF | 14020G101 | 248,817 | $8.5M | 5.53% |
| 6 | ISHARES INC | 464286392 | 51,215 | $7.8M | 5.09% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042742 | 62,106 | $7.2M | 4.68% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C409 | 90,627 | $7.2M | 4.65% |
| 9 | VANGUARD BD INDEX FDS | 921937819 | 40,071 | $3.1M | 1.99% |
| 10 | NVIDIA CORPORATION | NVDA | 24,037 | $2.6M | 1.69% |
| 11 | ISHARES TR | 46434V407 | 42,689 | $1.8M | 1.18% |
| 12 | VANGUARD CHARLOTTE FDS | 92203J407 | 31,638 | $1.5M | 1.00% |
| 13 | VANGUARD INDEX FDS | 922908736 | 3,975 | $1.5M | 0.96% |
| 14 | TESLA INC | TSLA | 5,557 | $1.4M | 0.94% |
| 15 | VANGUARD INDEX FDS | 922908744 | 7,616 | $1.3M | 0.85% |
| 16 | VANGUARD WHITEHALL FDS | 921946885 | 13,914 | $893,309 | 0.58% |
| 17 | SPDR SER TR | 78464A854 | 12,340 | $811,459 | 0.53% |
| 18 | ISHARES TR | 464288414 | 7,315 | $771,309 | 0.50% |
| 19 | APPLE INC | AAPL | 2,975 | $660,801 | 0.43% |
| 20 | SPDR SER TR | 78464A508 | 11,956 | $610,569 | 0.40% |
| 21 | ISHARES TR | 464287242 | 4,326 | $470,181 | 0.31% |
| 22 | SPDR SER TR | 78464A649 | 17,628 | $450,207 | 0.29% |
| 23 | VANGUARD INDEX FDS | 922908512 | 2,799 | $449,392 | 0.29% |
| 24 | SPDR INDEX SHS FDS | 78463X889 | 11,601 | $422,410 | 0.27% |
| 25 | AMAZON COM INC | AMZN | 1,884 | $358,450 | 0.23% |
| 26 | VANGUARD INDEX FDS | 922908611 | 1,922 | $358,090 | 0.23% |
| 27 | SCHWAB STRATEGIC TR | 808524409 | 12,995 | $345,397 | 0.22% |
| 28 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,778 | $344,914 | 0.22% |
| 29 | ISHARES TR | 464288158 | 3,069 | $324,126 | 0.21% |
| 30 | SPDR SER TR | 78468R622 | 2,546 | $242,624 | 0.16% |
| 31 | MICROSOFT CORP | MSFT | 632 | $237,239 | 0.15% |
| 32 | SCHWAB STRATEGIC TR | 808524300 | 9,458 | $236,838 | 0.15% |
| 33 | UNITEDHEALTH GROUP INC | UNH | 428 | $223,909 | 0.15% |
| 34 | BOEING CO | BA-PA | 1,191 | $203,125 | 0.13% |