13F HOLDINGS REPORT
Investments & Financial Planning, LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001909307-25-000010
Total Value
$173.6M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908751 | 156,471 | $37.1M | 21.36% |
| 2 | SPDR SERIES TRUST | 78464A409 | 374,028 | $35.7M | 20.53% |
| 3 | ISHARES TR | 464287507 | 404,959 | $25.1M | 14.47% |
| 4 | VANGUARD INDEX FDS | 922908629 | 58,805 | $16.5M | 9.48% |
| 5 | CAPITAL GROUP GROWTH ETF | 14020G101 | 263,134 | $10.7M | 6.16% |
| 6 | ISHARES INC | 464286392 | 54,495 | $9.2M | 5.32% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042742 | 62,009 | $8.0M | 4.59% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C409 | 84,538 | $6.7M | 3.87% |
| 9 | NVIDIA CORPORATION | NVDA | 24,219 | $3.8M | 2.20% |
| 10 | VANGUARD BD INDEX FDS | 921937819 | 41,296 | $3.2M | 1.84% |
| 11 | ISHARES TR | 46434V407 | 45,093 | $1.9M | 1.12% |
| 12 | TESLA INC | TSLA | 5,557 | $1.8M | 1.02% |
| 13 | VANGUARD INDEX FDS | 922908736 | 3,962 | $1.7M | 1.00% |
| 14 | VANGUARD CHARLOTTE FDS | 92203J407 | 29,207 | $1.4M | 0.83% |
| 15 | VANGUARD INDEX FDS | 922908744 | 7,504 | $1.3M | 0.76% |
| 16 | VANGUARD WHITEHALL FDS | 921946885 | 14,400 | $941,063 | 0.54% |
| 17 | SPDR SERIES TRUST | 78464A854 | 12,295 | $893,692 | 0.51% |
| 18 | ISHARES TR | 464288414 | 7,197 | $751,931 | 0.43% |
| 19 | SPDR SERIES TRUST | 78464A508 | 12,001 | $628,119 | 0.36% |
| 20 | APPLE INC | AAPL | 2,975 | $610,426 | 0.35% |
| 21 | ISHARES TR | 464287242 | 4,275 | $468,535 | 0.27% |
| 22 | SPDR INDEX SHS FDS | 78463X889 | 11,565 | $468,274 | 0.27% |
| 23 | VANGUARD INDEX FDS | 922908512 | 2,807 | $461,609 | 0.27% |
| 24 | SPDR SERIES TRUST | 78464A649 | 17,385 | $445,059 | 0.26% |
| 25 | AMAZON COM INC | AMZN | 1,909 | $418,816 | 0.24% |
| 26 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,941 | $397,264 | 0.23% |
| 27 | VANGUARD INDEX FDS | 922908611 | 1,946 | $379,483 | 0.22% |
| 28 | SCHWAB STRATEGIC TR | 808524409 | 13,019 | $360,235 | 0.21% |
| 29 | MICROSOFT CORP | MSFT | 633 | $314,693 | 0.18% |
| 30 | ISHARES TR | 464288158 | 2,661 | $282,983 | 0.16% |
| 31 | SCHWAB STRATEGIC TR | 808524300 | 9,359 | $273,385 | 0.16% |
| 32 | BOEING CO | BA-PA | 1,191 | $249,550 | 0.14% |
| 33 | SPDR SERIES TRUST | 78468R622 | 2,456 | $238,902 | 0.14% |
| 34 | DISNEY WALT CO | 254687106 | 1,926 | $238,867 | 0.14% |
| 35 | SCHWAB CHARLES CORP | SCHW-PJ | 2,548 | $232,479 | 0.13% |
| 36 | SPDR INDEX SHS FDS | 78463X509 | 4,870 | $208,145 | 0.12% |
| 37 | UNITEDHEALTH GROUP INC | UNH | 642 | $200,345 | 0.12% |