Investments & Financial Planning, LLC
CIK: 0001909307SEC EDGAR →
Portfolio Value
$186.3M
Holdings
37
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 149,742 | $38.6M | 20.73% |
| 2 | SPDR SERIES TRUST | 359,459 | $38.4M | 20.58% |
| 3 | ISHARES TR | 404,791 | $26.7M | 14.34% |
| 4 | VANGUARD INDEX FDS | 57,285 | $16.6M | 8.92% |
| 5 | CAPITAL GROUP GROWTH ETF | 250,356 | $11.1M | 5.97% |
| 6 | VANGUARD SCOTTSDALE FDS | 136,284 | $10.9M | 5.83% |
| 7 | ISHARES INC | 54,335 | $10.1M | 5.42% |
| 8 | VANGUARD INTL EQUITY INDEX F | 54,138 | $7.6M | 4.10% |
| 9 | NVIDIA CORPORATION | 24,280 | $4.5M | 2.43% |
| 10 | VANGUARD BD INDEX FDS | 45,926 | $3.6M | 1.92% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $176.8M | 94.9% |
| Technology | 3 | $5.6M | 3.0% |
| Consumer Cyclical | 2 | $2.9M | 1.6% |
| Communication Services | 2 | $440K | 0.2% |
| Industrials | 1 | $258K | 0.1% |
| Healthcare | 1 | $211K | 0.1% |