The Analysis of Investments & Financial Planning, LLC's Holdings

Currently, Investments & Financial Planning, LLC holds 37 types of securities in its portfolio with a total value $185.1M. In the most recent quarter, they have increased their positions in SHYG (+7.6K shares, valued at $328.7K), BIV (+2.7K shares, valued at $213.1K), VCSH (+2.1K shares, valued at $167.5K); decreased their positions in VB (-3.7K shares, valued at $941.9K), SPYG (-4.2K shares, valued at $435.7K), BNDX (-6.3K shares, valued at $312.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VB VANGUARD INDEX FDS152.8K shares-2.37%2025-09-302025-11-13

SPYG SPDR SERIES TRUST369.9K shares-1.11%2025-09-302025-11-13

IJH ISHARES TR407.3K shares0.58%2025-09-302025-11-13

VO VANGUARD INDEX FDS58.6K shares-0.30%2025-09-302025-11-13

CGGR CAPITAL GROUP GROWTH ETF265.5K shares0.90%2025-09-302025-11-13

URTH ISHARES INC54.9K shares0.81%2025-09-302025-11-13

VT VANGUARD INTL EQUITY INDEX F60.2K shares-2.98%2025-09-302025-11-13

VCSH VANGUARD SCOTTSDALE FDS86.6K shares2.48%2025-09-302025-11-13

Sponsored

NVDA NVIDIA CORPORATION24.2K shares0.07%2025-09-302025-11-13

BIV VANGUARD BD INDEX FDS44.0K shares6.61%2025-09-302025-11-13

TSLA TESLA INC5.6K shares0.00%2025-09-302025-11-13

SHYG ISHARES TR52.7K shares16.83%2025-09-302025-11-13

VUG VANGUARD INDEX FDS4.0K shares-0.13%2025-09-302025-11-13

VTV VANGUARD INDEX FDS7.5K shares0.56%2025-09-302025-11-13

BNDX VANGUARD CHARLOTTE FDS22.9K shares-21.60%2025-09-302025-11-13

MUB ISHARES TR8.4K shares17.40%2025-09-302025-11-13

Sponsored

SPYM SPDR SERIES TRUST11.5K shares-6.71%2025-09-302025-11-13

AAPL APPLE INC3.0K shares0.03%2025-09-302025-11-13

VWOB VANGUARD WHITEHALL FDS11.1K shares-22.79%2025-09-302025-11-13

SPYV SPDR SERIES TRUST11.4K shares-4.99%2025-09-302025-11-13

LQD ISHARES TR4.3K shares0.96%2025-09-302025-11-13

VOE VANGUARD INDEX FDS2.7K shares-4.03%2025-09-302025-11-13

SUB ISHARES TR4.0K shares49.94%2025-09-302025-11-13

SPAB SPDR SERIES TRUST16.4K shares-5.75%2025-09-302025-11-13

Sponsored

AMZN AMAZON COM INC1.9K shares0.00%2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.05%2025-09-302025-11-13

SPDW SPDR INDEX SHS FDS9.7K shares-16.08%2025-09-302025-11-13

SCHV SCHWAB STRATEGIC TR13.9K shares6.57%2025-09-302025-11-13

VBR VANGUARD INDEX FDS1.9K shares-3.60%2025-09-302025-11-13

MSFT MICROSOFT CORP633 shares0.00%2025-09-302025-11-13

SCHG SCHWAB STRATEGIC TR9.3K shares-0.79%2025-09-302025-11-13

BA BOEING CO1.2K shares0.00%2025-09-302025-11-13

Sponsored

SCHW SCHWAB CHARLES CORP2.5K shares0.04%2025-09-302025-11-13

JNK SPDR SERIES TRUST2.5K shares0.77%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC642 shares0.00%2025-09-302025-11-13

DIS DISNEY WALT CO1.9K shares0.26%2025-09-302025-11-13

SPEM SPDR INDEX SHS FDS4.6K shares-6.47%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available