Investments & Financial Planning, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$154.0B
Holdings
34
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VBVANGUARD INDEX FDS | 152,823 | $33.9B | 22.01% | |
| 2 | SPYGSPDR SER TR | 369,339 | $29.7B | 19.28% | |
| 3 | IJHISHARES TR | 396,879 | $23.2B | 15.04% | |
| 4 | VOVANGUARD INDEX FDS | 57,416 | $14.8B | 9.64% | |
| 5 | CGGRCAPITAL GROUP GROWTH ETF | 248,817 | $8.5B | 5.53% | |
| 6 | URTHISHARES INC | 51,215 | $7.8B | 5.09% | |
| 7 | VTVANGUARD INTL EQUITY INDEX F | 62,106 | $7.2B | 4.68% | |
| 8 | VCSHVANGUARD SCOTTSDALE FDS | 90,627 | $7.2B | 4.65% | |
| 9 | BIVVANGUARD BD INDEX FDS | 40,071 | $3.1B | 1.99% | |
| 10 | NVDANVIDIA CORPORATION | 24,037 | $2.6B | 1.69% | |
| 11 | SHYGISHARES TR | 42,689 | $1.8B | 1.18% | |
| 12 | BNDXVANGUARD CHARLOTTE FDS | 31,638 | $1.5B | 1.00% | |
| 13 | VUGVANGUARD INDEX FDS | 3,975 | $1.5B | 0.96% | |
| 14 | TSLATESLA INC | 5,557 | $1.4B | 0.94% | |
| 15 | VTVVANGUARD INDEX FDS | 7,616 | $1.3B | 0.85% | |
| 16 | VWOBVANGUARD WHITEHALL FDS | 13,914 | $893.3M | 0.58% | |
| 17 | SPYMSPDR SER TR | 12,340 | $811.5M | 0.53% | |
| 18 | MUBISHARES TR | 7,315 | $771.3M | 0.50% | |
| 19 | AAPLAPPLE INC | 2,975 | $660.8M | 0.43% | |
| 20 | SPYVSPDR SER TR | 11,956 | $610.6M | 0.40% | |
| 21 | LQDISHARES TR | 4,326 | $470.2M | 0.31% | |
| 22 | SPABSPDR SER TR | 17,628 | $450.2M | 0.29% | |
| 23 | VOEVANGUARD INDEX FDS | 2,799 | $449.4M | 0.29% | |
| 24 | SPDWSPDR INDEX SHS FDS | 11,601 | $422.4M | 0.27% | |
| 25 | AMZNAMAZON COM INC | 1,884 | $358.4M | 0.23% | |
| 26 | VBRVANGUARD INDEX FDS | 1,922 | $358.1M | 0.23% | |
| 27 | SCHVSCHWAB STRATEGIC TR | 12,995 | $345.4M | 0.22% | |
| 28 | VIGVANGUARD SPECIALIZED FUNDS | 1,778 | $344.9M | 0.22% | |
| 29 | SUBISHARES TR | 3,069 | $324.1M | 0.21% | |
| 30 | JNKSPDR SER TR | 2,546 | $242.6M | 0.16% | |
| 31 | MSFTMICROSOFT CORP | 632 | $237.2M | 0.15% | |
| 32 | SCHGSCHWAB STRATEGIC TR | 9,458 | $236.8M | 0.15% | |
| 33 | UNHUNITEDHEALTH GROUP INC | 428 | $223.9M | 0.15% | |
| 34 | BABOEING CO | 1,191 | $203.1M | 0.13% |