Investments & Financial Planning, LLC Top Holdings and 13F Report (2026) About Investments & Financial Planning, LLCInvestment ActivityInvestments & Financial Planning, LLC has $211.18 million in total holdings as of June 30, 2026.Investments & Financial Planning, LLC owns shares of 40 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 8.90% of the portfolio was purchased this quarter.About 0.79% of the portfolio was sold this quarter.This quarter, Investments & Financial Planning, LLC has purchased 36 new stocks and bought additional shares in 20 stocks.Investments & Financial Planning, LLC sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Small-Cap ETF $45,325,545SPDR Portfolio S&P 500 Growth ETF $43,912,141iShares Core S&P Mid-Cap ETF $31,509,354Vanguard Mid-Cap ETF $18,917,251Capital Group Growth ETF $12,351,290 Largest New Holdings this Quarter 595112103 - Micron Technology $307,041 Holding874039100 - Taiwan Semiconductor Manufacturing $238,785 Holding78463X509 - SPDR Portfolio Emerging Markets ETF $204,481 Holding147528103 - Casey's General Stores $203,330 Holding02079K305 - Alphabet $203,268 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 176,927 shares (about $14.25M)Vanguard Growth ETF 17,871 shares (about $1.54M)SPDR Portfolio S&P 500 Growth ETF 4,158 shares (about $494.76K)Micron Technology 266 shares (about $307.04K)iShares MSCI World ETF 1,492 shares (about $302.34K) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 10,893 shares (about $860.87K)Stock Yards Bancorp 3,263 shares (about $249.54K)Vanguard Emerging Markets Government Bond ETF 1,164 shares (about $78.27K)ASML 29 shares (about $57.47K)Vanguard Intermediate-Term Bond ETF 578 shares (about $44.33K) 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$45,325,545$242,799 ▲0.5%149,53021.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$43,912,141$494,760 ▲1.1%369,04120.8%ETFIJHiShares Core S&P Mid-Cap ETF$31,509,354$182,519 ▲0.6%408,62914.9%ETFVOVanguard Mid-Cap ETF$18,917,251$14,254,993 ▲305.8%234,7939.0%ETFCGGRCapital Group Growth ETF$12,351,290$278,291 ▲2.3%261,6805.8%ETFURTHiShares MSCI World ETF$11,619,676$302,341 ▲2.7%57,3415.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$9,881,014$860,871 ▼-8.0%125,0294.7%ETFVTVanguard Total World Stock ETF$8,359,970$22,601 ▼-0.3%53,2654.0%ETFNVDANVIDIA$4,971,876$8,204 ▲0.2%24,8482.4%TechnologyBIVVanguard Intermediate-Term Bond ETF$4,101,458$44,333 ▼-1.1%53,4741.9%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,131,892$98,094 ▲3.2%73,8481.5%ETFTSLATesla$2,369,660$21,871 ▲0.9%5,6341.1%Consumer DiscretionaryVUGVanguard Growth ETF$1,846,865$1,539,427 ▲500.7%21,4400.9%ETFMUBiShares National Muni Bond ETF$1,037,650$63,602 ▲6.5%9,6420.5%ETFVTVVanguard Value ETF$1,012,073$4,141 ▲0.4%4,6440.5%ETFSPLGSPDR Portfolio S&P 500 ETF$833,266$23,727 ▼-2.8%9,4820.4%ETFMSFTMicrosoft$729,241$54,087 ▲8.0%1,9550.3%TechnologyAAPLApple$695,616$8,681 ▲1.3%2,4040.3%TechnologySCHVSchwab U.S. Large-Cap Value ETF$687,429$18,519 ▲2.8%19,7480.3%ETFBNDXVanguard Total International Bond ETF$675,863$36,808 ▼-5.2%13,9550.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$611,992$9,119 ▼-1.5%10,0670.3%ETFVOEVanguard Mid-Cap Value ETF$528,296$1,976 ▲0.4%2,6740.3%ETFSYBTStock Yards Bancorp$513,830$249,535 ▼-32.7%6,7190.2%FinanceAMZNAmazon.com$489,312$4,767 ▼-1.0%2,0530.2%Consumer DiscretionarySUBiShares Short-Term National Muni Bond ETF$479,059$56,967 ▲13.5%4,4990.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$450,035$3,113 ▼-0.7%13,2990.2%ETFVBRVanguard Small-Cap Value ETF$447,034$243 ▲0.1%1,8400.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$433,537$20,748 ▼-4.6%16,9880.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$414,754$13,303 ▼-3.1%8,2310.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$371,877$3,272 ▼-0.9%3,4100.2%ETFVWOBVanguard Emerging Markets Government Bond ETF$329,476$78,267 ▼-19.2%4,9000.2%ETFMUMicron Technology$307,041$307,041 ▲New Holding2660.1%TechnologyVEAVanguard FTSE Developed Markets ETF$282,510$855 ▲0.3%3,9650.1%ETFASMLASML$251,696$57,474 ▼-18.6%1270.1%TechnologyTSMTaiwan Semiconductor Manufacturing$238,785$238,785 ▲New Holding5000.1%TechnologyBABoeing$228,5920.0%1,0560.1%IndustrialsJNKSPDR Bloomberg High Yield Bond ETF$222,724$1,542 ▲0.7%2,3110.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$204,481$204,481 ▲New Holding3,9490.1%ETFCASYCasey's General Stores$203,330$203,330 ▲New Holding2560.1%Consumer StaplesGOOGLAlphabet$203,268$203,268 ▲New Holding5690.1%Communication ServicesSCHWCharles Schwab$0$236,004 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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