13F HOLDINGS REPORT
Investment Planning Advisors, Inc.
Quarter ended Q1 2025 · Filed April 23, 2025 · Accession 0002024049-25-000002
Total Value
$246.1M
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 46654Q781 | 445,768 | $28.4M | 11.53% |
| 2 | SPDR SER TR | 78464A854 | 369,833 | $24.3M | 9.88% |
| 3 | VANGUARD INDEX FDS | 922908652 | 127,391 | $21.9M | 8.92% |
| 4 | CAPITAL GROUP CORE EQUITY ET | 14020V108 | 652,375 | $21.8M | 8.85% |
| 5 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 865,579 | $19.4M | 7.90% |
| 6 | INVESCO EXCH TRADED FD TR II | IVZ | 65,270 | $12.6M | 5.12% |
| 7 | SPDR SER TR | 78464A805 | 176,319 | $12.0M | 4.87% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 226,169 | $10.4M | 4.23% |
| 9 | FIDELITY MERRIMACK STR TR | 316188309 | 223,683 | $10.2M | 4.15% |
| 10 | BLACKROCK ETF TRUST II | BLK | 176,434 | $9.2M | 3.76% |
| 11 | CAPITAL GROUP GBL GROWTH EQT | 14020X104 | 315,262 | $8.9M | 3.63% |
| 12 | EA SERIES TRUST | 02072L607 | 200,473 | $7.0M | 2.86% |
| 13 | SPDR INDEX SHS FDS | 78463X475 | 97,386 | $6.1M | 2.47% |
| 14 | CAPITAL GROUP GROWTH ETF | 14020G101 | 144,357 | $4.9M | 2.01% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 66,137 | $3.8M | 1.54% |
| 16 | FIRST TR EXCH TRADED FD III | 33739N108 | 57,646 | $2.9M | 1.18% |
| 17 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 49,327 | $2.5M | 1.00% |
| 18 | VANGUARD BD INDEX FDS | 921937827 | 27,615 | $2.2M | 0.88% |
| 19 | INVESCO EXCH TRADED FD TR II | IVZ | 21,620 | $2.1M | 0.87% |
| 20 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 34,282 | $1.8M | 0.72% |
| 21 | J P MORGAN EXCHANGE TRADED F | 46654Q799 | 31,582 | $1.6M | 0.65% |
| 22 | VANGUARD INTL EQUITY INDEX F | 922042742 | 13,167 | $1.5M | 0.62% |
| 23 | EATON VANCE TAX-MANAGED BUY- | ETN | 112,591 | $1.5M | 0.60% |
| 24 | BERKLEY W R CORP | WRB-PH | 20,007 | $1.4M | 0.58% |
| 25 | SCHWAB STRATEGIC TR | 808524649 | 55,467 | $1.4M | 0.57% |
| 26 | CAPITAL GROUP INTERNATIONAL | 14021M107 | 46,849 | $1.4M | 0.56% |
| 27 | ISHARES TR | 464288414 | 12,143 | $1.3M | 0.52% |
| 28 | GOLDMAN SACHS ETF TR | NVGLF | 23,065 | $1.1M | 0.44% |
| 29 | SPDR SER TR | 78468R853 | 25,182 | $1.0M | 0.42% |
| 30 | EATON VANCE TAX-MANAGED GLOB | ETN | 120,993 | $998,192 | 0.41% |
| 31 | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 10,790 | $967,179 | 0.39% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 9,100 | $908,898 | 0.37% |
| 33 | VANGUARD WORLD FD | 921910816 | 2,875 | $888,155 | 0.36% |
| 34 | ISHARES TR | 464288687 | 27,456 | $843,723 | 0.34% |
| 35 | DIMENSIONAL ETF TRUST | 25434V880 | 32,119 | $841,518 | 0.34% |
| 36 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,223 | $819,136 | 0.33% |
| 37 | VICTORY PORTFOLIOS II | 92647N873 | 14,152 | $812,466 | 0.33% |
| 38 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 27,407 | $748,211 | 0.30% |
| 39 | VANGUARD INDEX FDS | 922908769 | 2,655 | $729,827 | 0.30% |
| 40 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,184 | $724,838 | 0.29% |
| 41 | ISHARES TR | 46432F339 | 3,844 | $656,868 | 0.27% |
| 42 | ALPS ETF TR | 00162Q452 | 12,269 | $637,252 | 0.26% |
| 43 | APPLE INC | AAPL | 2,860 | $635,396 | 0.26% |
| 44 | VANGUARD WORLD FD | 92204A876 | 3,516 | $600,516 | 0.24% |
| 45 | SPDR SER TR | 78464A847 | 11,318 | $579,231 | 0.24% |
| 46 | ISHARES TR | 464288158 | 5,459 | $576,470 | 0.23% |
| 47 | ISHARES TR | 46434V878 | 10,800 | $547,560 | 0.22% |
| 48 | SCHWAB STRATEGIC TR | 808524839 | 23,211 | $537,567 | 0.22% |
| 49 | SSGA ACTIVE ETF TR | 78467V608 | 12,980 | $533,867 | 0.22% |
| 50 | COHEN & STEERS REIT & PFD & | 19247X100 | 23,486 | $518,325 | 0.21% |
| 51 | ISHARES TR | 464287200 | 859 | $482,672 | 0.20% |
| 52 | SPDR SER TR | 78468R721 | 9,459 | $426,295 | 0.17% |
| 53 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 8,356 | $423,087 | 0.17% |
| 54 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 16,709 | $409,036 | 0.17% |
| 55 | VANGUARD INDEX FDS | 922908629 | 1,581 | $408,749 | 0.17% |
| 56 | TESLA INC | TSLA | 1,372 | $355,568 | 0.14% |
| 57 | SOUTHERN CO | SOMN | 3,735 | $343,395 | 0.14% |
| 58 | WALMART INC | WMT | 3,580 | $314,288 | 0.13% |
| 59 | JPMORGAN CHASE & CO. | VYLD | 1,273 | $312,167 | 0.13% |
| 60 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 574 | $305,701 | 0.12% |
| 61 | MICROSOFT CORP | MSFT | 802 | $301,161 | 0.12% |
| 62 | ALPHABET INC | GOOG | 1,927 | $298,024 | 0.12% |
| 63 | VANGUARD INDEX FDS | 922908751 | 1,202 | $266,611 | 0.11% |
| 64 | NVIDIA CORPORATION | NVDA | 2,370 | $256,878 | 0.10% |
| 65 | SCHWAB STRATEGIC TR | 808524201 | 11,190 | $247,075 | 0.10% |
| 66 | ISHARES TR | 46434V621 | 3,906 | $241,335 | 0.10% |
| 67 | COCA COLA CO | KO | 3,330 | $238,495 | 0.10% |
| 68 | SPDR SER TR | 78468R804 | 1,300 | $226,252 | 0.09% |
| 69 | INTERNATIONAL BUSINESS MACHS | INTR | 833 | $207,134 | 0.08% |
| 70 | SCHWAB STRATEGIC TR | 808524862 | 8,358 | $203,434 | 0.08% |