Investments & Financial Planning, LLC Top Holdings and 13F Report (2025) About Investments & Financial Planning, LLCInvestment ActivityInvestments & Financial Planning, LLC has $153.98 million in total holdings as of March 31, 2025.Investments & Financial Planning, LLC owns shares of 34 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.70% of the portfolio was purchased this quarter.About 0.57% of the portfolio was sold this quarter.This quarter, Investments & Financial Planning, LLC has purchased 33 new stocks and bought additional shares in 19 stocks.Investments & Financial Planning, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Small-Cap ETF $33,888,527SPDR Portfolio S&P 500 Growth ETF $29,683,741iShares Core S&P Mid-Cap ETF $23,157,876Vanguard Mid-Cap ETF $14,848,868Capital Group Growth ETF $8,521,976 Largest New Holdings this Quarter 594918104 - Microsoft $237,239 Holding91324P102 - UnitedHealth Group $223,909 Holding Largest Purchases this Quarter iShares 0-5 Year High Yield Corporate Bond ETF 8,645 shares (about $367.58K)Vanguard Intermediate-Term Bond ETF 4,094 shares (about $313.47K)Capital Group Growth ETF 8,104 shares (about $277.56K)iShares MSCI World ETF 1,606 shares (about $246.01K)Vanguard Mid-Cap ETF 932 shares (about $241.03K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 3,681 shares (about $295.84K)Vanguard Total International Bond ETF 3,728 shares (about $182.00K)Vanguard Short-Term Corporate Bond ETF 1,687 shares (about $133.17K)Vanguard Growth ETF 52 shares (about $19.28K)SPDR Portfolio Aggregate Bond ETF 394 shares (about $10.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestments & Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBVanguard Small-Cap ETF$33,888,527$169,639 ▲0.5%152,82322.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$29,683,741$295,842 ▼-1.0%369,33919.3%ETFIJHiShares Core S&P Mid-Cap ETF$23,157,876$583 ▼0.0%396,87915.0%ETFVOVanguard Mid-Cap ETF$14,848,868$241,033 ▲1.7%57,4169.6%ETFCGGRCapital Group Growth ETF$8,521,976$277,562 ▲3.4%248,8175.5%ETFURTHiShares MSCI World ETF$7,845,150$246,008 ▲3.2%51,2155.1%ETFVTVanguard Total World Stock ETF$7,201,202$3,942 ▲0.1%62,1064.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,154,084$133,172 ▼-1.8%90,6274.6%ETFBIVVanguard Intermediate-Term Bond ETF$3,068,201$313,474 ▲11.4%40,0712.0%ETFNVDANVIDIA$2,605,168$108,923 ▲4.4%24,0371.7%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,815,122$367,583 ▲25.4%42,6891.2%ETFBNDXVanguard Total International Bond ETF$1,544,570$182,001 ▼-10.5%31,6381.0%ETFVUGVanguard Growth ETF$1,474,038$19,283 ▼-1.3%3,9751.0%ETFTSLATesla$1,440,152$11,921 ▲0.8%5,5570.9%Auto/Tires/TrucksVTVVanguard Value ETF$1,315,517$6,564 ▲0.5%7,6160.9%ETFVWOBVanguard Emerging Markets Government Bond ETF$893,309$134,439 ▲17.7%13,9140.6%ETFSPLGSPDR Portfolio S&P 500 ETF$811,459$7,825 ▼-1.0%12,3400.5%ETFMUBiShares National Muni Bond ETF$771,309$67,588 ▲9.6%7,3150.5%ETFAAPLApple$660,8010.0%2,9750.4%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$610,569$37,484 ▲6.5%11,9560.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$470,181$4,239 ▼-0.9%4,3260.3%FinanceSPABSPDR Portfolio Aggregate Bond ETF$450,207$10,062 ▼-2.2%17,6280.3%ETFVOEVanguard Mid-Cap Value ETF$449,392$1,927 ▲0.4%2,7990.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$422,410$38,523 ▲10.0%11,6010.3%ETFAMZNAmazon.com$358,4500.0%1,8840.2%Retail/WholesaleVBRVanguard Small-Cap Value ETF$358,090$4,471 ▲1.3%1,9220.2%ETFSCHVSchwab U.S. Large-Cap Value ETF$345,397$74,821 ▲27.7%12,9950.2%ETFVIGVanguard Dividend Appreciation ETF$344,914$8,342 ▼-2.4%1,7780.2%ETFSUBiShares Short-Term National Muni Bond ETF$324,126$52,806 ▲19.5%3,0690.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$242,624$95 ▼0.0%2,5460.2%FinanceMSFTMicrosoft$237,239$237,239 ▲New Holding6320.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$236,838$25 ▲0.0%9,4580.2%ETFUNHUnitedHealth Group$223,909$223,909 ▲New Holding4280.1%MedicalBABoeing$203,1250.0%1,1910.1%AerospaceDISWalt Disney$0$222,255 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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