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

Currently, Investments & Financial Planning, LLC holds 36 types of securities in its portfolio with a total value $183.7M. In the most recent quarter, they have increased their positions in SYBT (+10.0K shares, valued at $661.7K), BIV (+8.1K shares, valued at $627.2K), SPYG (+5.4K shares, valued at $531.1K); decreased their positions in VB (-1.0K shares, valued at $265.3K), BNDX (-4.8K shares, valued at $230.6K), AAPL (-602 shares, valued at $152.8K); initiated new positions in SYBT (+10.0K shares, valued at $661.7K), VEA (+4.0K shares, valued at $253.3K), ASML (+156 shares, valued at $205.4K).

1M P&L

+6.5M+3.34%

3M P&L

-50.6M-20.02%

HY P&L

-37.2M-15.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A176.4M

94.9%

2Semiconductors4.5M

2.4%

3Auto Manufacturers2.5M

1.3%

Top Industries by Stock Count

1N/A26 stocks

74.3%

2Internet Retail1 stocks

2.9%

3Consumer Electronics1 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VB VANGUARD INDEX FDS148.7K shares-0.68%2026-03-312026-05-11

SPYG SPDR SERIES TRUST364.9K shares1.51%2026-03-312026-05-11

IJH ISHARES TR406.3K shares0.36%2026-03-312026-05-11

VO VANGUARD INDEX FDS57.9K shares1.01%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS135.9K shares-0.27%2026-03-312026-05-11

CGGR CAPITAL GROUP GROWTH ETF255.8K shares2.17%2026-03-312026-05-11

URTH ISHARES INC55.8K shares2.79%2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F53.4K shares-1.35%2026-03-312026-05-11

Sponsored

NVDA NVIDIA CORPORATION24.8K shares2.17%2026-03-312026-05-11

BIV VANGUARD BD INDEX FDS54.1K shares17.69%2026-03-312026-05-11

SHYG ISHARES TR71.5K shares20.45%2026-03-312026-05-11

TSLA TESLA INC5.6K shares0.45%2026-03-312026-05-11

VUG VANGUARD INDEX FDS3.6K shares-0.39%2026-03-312026-05-11

MUB ISHARES TR9.1K shares1.94%2026-03-312026-05-11

VTV VANGUARD INDEX FDS4.6K shares-2.34%2026-03-312026-05-11

SPYM SPDR SERIES TRUST9.8K shares-5.64%2026-03-312026-05-11

Sponsored

BNDX VANGUARD CHARLOTTE FDS14.7K shares-24.60%2026-03-312026-05-11

MSFT MICROSOFT CORP1.8K shares185.94%2026-03-312026-05-11

SYBT STOCK YDS BANCORP INC10.0K sharesnew addition2026-03-312026-05-11

AAPL APPLE INC2.4K shares-20.23%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR19.2K shares9.11%2026-03-312026-05-11

SPYV SPDR SERIES TRUST10.2K shares-0.17%2026-03-312026-05-11

VOE VANGUARD INDEX FDS2.7K shares-0.67%2026-03-312026-05-11

SPAB SPDR SERIES TRUST17.8K shares-1.83%2026-03-312026-05-11

Sponsored

AMZN AMAZON COM INC2.1K shares11.51%2026-03-312026-05-11

SUB ISHARES TR4.0K shares0.18%2026-03-312026-05-11

VBR VANGUARD INDEX FDS1.8K shares-0.43%2026-03-312026-05-11

VWOB VANGUARD WHITEHALL FDS6.1K shares-27.05%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR13.4K shares12.66%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS8.5K shares-6.06%2026-03-312026-05-11

LQD ISHARES TR3.4K shares-9.88%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS4.0K sharesnew addition2026-03-312026-05-11

Sponsored

SCHW SCHWAB CHARLES CORP2.5K shares0.44%2026-03-312026-05-11

SPDR SERIES TRUST SPDR SERIES TRUST2.3K shares0.35%2026-03-312026-05-11

BA BOEING CO1.1K shares-11.34%2026-03-312026-05-11

ASML ASML HLDG NV156 sharesnew addition2026-03-312026-05-11

VANGUARD INDEX FDS

-0.68%

Shares148.7K

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SERIES TRUST

1.51%

Shares364.9K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

0.36%

Shares406.3K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

1.01%

Shares57.9K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

-0.27%

Shares135.9K

Event2026-03-31

Filed2026-05-11

CGGR

CAPITAL GROUP GROWTH ETF

2.17%

Shares255.8K

Event2026-03-31

Filed2026-05-11

URTH

ISHARES INC

2.79%

Shares55.8K

Event2026-03-31

Filed2026-05-11

VANGUARD INTL EQUITY INDEX F

-1.35%

Shares53.4K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

2.17%

Shares24.8K

Event2026-03-31

Filed2026-05-11

BIV

VANGUARD BD INDEX FDS

17.69%

Shares54.1K

Event2026-03-31

Filed2026-05-11

SHYG

ISHARES TR

20.45%

Shares71.5K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

0.45%

Shares5.6K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

-0.39%

Shares3.6K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

1.94%

Shares9.1K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-2.34%

Shares4.6K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

-5.64%

Shares9.8K

Event2026-03-31

Filed2026-05-11

BNDX

VANGUARD CHARLOTTE FDS

-24.60%

Shares14.7K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

185.94%

Shares1.8K

Event2026-03-31

Filed2026-05-11

SYBT

STOCK YDS BANCORP INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-20.23%

Shares2.4K

Event2026-03-31

Filed2026-05-11

SCHV

SCHWAB STRATEGIC TR

9.11%

Shares19.2K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

-0.17%

Shares10.2K

Event2026-03-31

Filed2026-05-11

VOE

VANGUARD INDEX FDS

-0.67%

Shares2.7K

Event2026-03-31

Filed2026-05-11

SPAB

SPDR SERIES TRUST

-1.83%

Shares17.8K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

11.51%

Shares2.1K

Event2026-03-31

Filed2026-05-11

SUB

ISHARES TR

0.18%

Shares4.0K

Event2026-03-31

Filed2026-05-11

VBR

VANGUARD INDEX FDS

-0.43%

Shares1.8K

Event2026-03-31

Filed2026-05-11

VWOB

VANGUARD WHITEHALL FDS

-27.05%

Shares6.1K

Event2026-03-31

Filed2026-05-11

SCHG

SCHWAB STRATEGIC TR

12.66%

Shares13.4K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

-6.06%

Shares8.5K

Event2026-03-31

Filed2026-05-11

LQD

ISHARES TR

-9.88%

Shares3.4K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

New

Shares4.0K

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP

0.44%

Shares2.5K

Event2026-03-31

Filed2026-05-11

SPDR SERIES TRUST

0.35%

Shares2.3K

Event2026-03-31

Filed2026-05-11

BOEING CO

-11.34%

Shares1.1K

Event2026-03-31

Filed2026-05-11

ASML

ASML HLDG NV

New

Shares156

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available