13F HOLDINGS REPORT
Investments & Financial Planning, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001909307-25-000013
Total Value
$185.1M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908751 | 152,767 | $38.8M | 20.99% |
| 2 | SPDR SERIES TRUST | 78464A409 | 369,859 | $38.7M | 20.88% |
| 3 | ISHARES TR | 464287507 | 407,297 | $26.6M | 14.36% |
| 4 | VANGUARD INDEX FDS | 922908629 | 58,627 | $17.2M | 9.30% |
| 5 | CAPITAL GROUP GROWTH ETF | 14020G101 | 265,510 | $11.7M | 6.30% |
| 6 | ISHARES INC | 464286392 | 54,938 | $10.0M | 5.39% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042742 | 60,161 | $8.3M | 4.48% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C409 | 86,633 | $6.9M | 3.74% |
| 9 | NVIDIA CORPORATION | NVDA | 24,236 | $4.5M | 2.44% |
| 10 | VANGUARD BD INDEX FDS | 921937819 | 44,025 | $3.4M | 1.86% |
| 11 | TESLA INC | TSLA | 5,557 | $2.5M | 1.34% |
| 12 | ISHARES TR | 46434V407 | 52,684 | $2.3M | 1.23% |
| 13 | VANGUARD INDEX FDS | 922908736 | 3,957 | $1.9M | 1.03% |
| 14 | VANGUARD INDEX FDS | 922908744 | 7,546 | $1.4M | 0.76% |
| 15 | VANGUARD CHARLOTTE FDS | 92203J407 | 22,897 | $1.1M | 0.61% |
| 16 | ISHARES TR | 464288414 | 8,449 | $899,779 | 0.49% |
| 17 | SPDR SERIES TRUST | 78464A854 | 11,470 | $898,568 | 0.49% |
| 18 | APPLE INC | AAPL | 2,976 | $757,670 | 0.41% |
| 19 | VANGUARD WHITEHALL FDS | 921946885 | 11,118 | $743,786 | 0.40% |
| 20 | SPDR SERIES TRUST | 78464A508 | 11,402 | $630,866 | 0.34% |
| 21 | ISHARES TR | 464287242 | 4,316 | $481,150 | 0.26% |
| 22 | VANGUARD INDEX FDS | 922908512 | 2,694 | $470,276 | 0.25% |
| 23 | ISHARES TR | 464288158 | 3,990 | $426,082 | 0.23% |
| 24 | SPDR SERIES TRUST | 78464A649 | 16,385 | $423,548 | 0.23% |
| 25 | AMAZON COM INC | AMZN | 1,909 | $419,159 | 0.23% |
| 26 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,942 | $418,998 | 0.23% |
| 27 | SPDR INDEX SHS FDS | 78463X889 | 9,705 | $415,295 | 0.22% |
| 28 | SCHWAB STRATEGIC TR | 808524409 | 13,874 | $403,870 | 0.22% |
| 29 | VANGUARD INDEX FDS | 922908611 | 1,876 | $391,502 | 0.21% |
| 30 | MICROSOFT CORP | MSFT | 633 | $327,716 | 0.18% |
| 31 | SCHWAB STRATEGIC TR | 808524300 | 9,285 | $296,288 | 0.16% |
| 32 | BOEING CO | BA-PA | 1,191 | $257,054 | 0.14% |
| 33 | SCHWAB CHARLES CORP | SCHW-PJ | 2,549 | $243,362 | 0.13% |
| 34 | SPDR SERIES TRUST | 78468R622 | 2,475 | $242,538 | 0.13% |
| 35 | UNITEDHEALTH GROUP INC | UNH | 642 | $221,750 | 0.12% |
| 36 | DISNEY WALT CO | 254687106 | 1,931 | $221,072 | 0.12% |
| 37 | SPDR INDEX SHS FDS | 78463X509 | 4,555 | $213,236 | 0.12% |