IF
| |
Investments & Financial Planning, LLC13F | |
| Investments & Financial Planning, LLC | |
| Last update 2025-04-30 | 34 Stocks (2 new) |
| Value $154.00 Mil | Turnover 2 % |
Investments & Financial Planni... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VB | Vanguard Small Cap ETF | 152,823 | 33,888.5 | +0.50% | 22.010 | +0.11% | 0.060 | +14.26% | +2.80% | 61,621.0 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 369,339 | 29,683.7 | -0.99% | 19.280 | -0.20% | 0.100 | +22.22% | +11.90% | 39,144.7 | ||
IJH | iShares Core S&P Mid-Cap ETF | 396,879 | 23,157.9 | 0% | 15.040 | 0% | 0.030 | +12.58% | +3.00% | 97,797.3 | ||
VO | Vanguard Mid-Cap ETF | 57,416 | 14,848.9 | +1.65% | 9.640 | +0.16% | 0.020 | +13.58% | +9.73% | 80,610.0 | ||
CGGR | Capital Group Growth ETF | 248,817 | 8,522.0 | +3.37% | 5.530 | +0.18% | 0.080 | +21.36% | +11.57% | 14,235.2 | ||
URTH | iShares MSCI World ETF | 51,215 | 7,845.1 | +3.24% | 5.090 | +0.16% | 0.170 | +14.85% | +12.34% | 5,269.8 | ||
VT | Vanguard Total World Stock ETF | 62,106 | 7,201.2 | +0.05% | 4.680 | 0% | 0.020 | +14.82% | +13.01% | 46,405.8 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 90,627 | 7,154.1 | -1.83% | 4.650 | -0.08% | 0.020 | +1.68% | +3.80% | 34,938.6 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 40,071 | 3,068.2 | +11.38% | 1.990 | +0.20% | 0.010 | +1.52% | +4.62% | 23,109.3 | ||
NVDA | NVIDIA Corp | 24,037 | 2,605.2 | +4.36% | 1.690 | +0.07% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors |
Investments & Financial Planning, LLC's Historical Top Holdings Breakdowns
Investments & Financial Planning, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 2025-03-31 | Add Add | +0.24% | 42.38 ($42.91) 43.28 | $43.05 | 0.33% | Add 25.39% | 42,689 | 8,645 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -0.20% | 80.05 ($87.3) 92.39 | $98.07 | 12.34% | Reduce -0.99% | 369,339 | -3,681 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Add Add | +0.20% | 73.78 ($75.44) 76.59 | $76.64 | 1.59% | Add 11.38% | 40,071 | 4,094 | |
CGGR | Capital Group Growth ETF | 2025-03-31 | Add Add | +0.18% | 33.98 ($37.42) 39.84 | $41.47 | 10.82% | Add 3.37% | 248,817 | 8,104 | |
URTH | iShares MSCI World ETF | 2025-03-31 | Add Add | +0.16% | 151.24 ($158.32) 164.09 | $173.35 | 9.49% | Add 3.24% | 51,215 | 1,606 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.16% | 251.87 ($268.43) 277.95 | $287.44 | 7.08% | Add 1.65% | 57,416 | 932 | |
MSFT | Microsoft Corp | 2025-03-31 | New Buy New Buy | +0.15% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | New holding | 632 | 632 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | New Buy New Buy | +0.15% | 461.52 ($511.2) 548.18 | $278.58 | -45.50% | New holding | 428 | 428 | |
DIS | The Walt Disney Co | 2025-03-31 | Sold Out Sold Out | -0.14% | 96.87 ($107.47) 114 | $121.95 | 13.47% | Sold Out | 0 | -1,996 | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2025-03-31 | Reduce Reduce | -0.11% | 48.33 ($48.9) 49.5 | $49.14 | 0.49% | Reduce -10.54% | 31,638 | -3,728 |
Investments & Financial Planning, LLC Total Holding History ($B)
Investments & Financial Planning, LLC's Asset Allocation
Investments & Financial Planning, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Investments & Financial Planning, LLC's Hypothetical Growth since 2025-03-31
Investments & Financial Planning, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Investments & Financial Planning, LLC's Holdings Heat Map
Size field:
Investments & Financial Planning, LLC's Holdings Bubble Chart
Investments & Financial Planning, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers