Investments & Financial Planning, LLC Q4 2025 Filing
Filed February 23, 2026
Portfolio Value
$186.3B
Holdings
37
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VBVANGUARD INDEX FDS | 149,742 | $38.6B | 20.73% | |
| 2 | SPYGSPDR SERIES TRUST | 359,459 | $38.4B | 20.58% | |
| 3 | IJHISHARES TR | 404,791 | $26.7B | 14.34% | |
| 4 | VOVANGUARD INDEX FDS | 57,285 | $16.6B | 8.92% | |
| 5 | CGGRCAPITAL GROUP GROWTH ETF | 250,356 | $11.1B | 5.97% | |
| 6 | VCSHVANGUARD SCOTTSDALE FDS | 136,284 | $10.9B | 5.83% | |
| 7 | URTHISHARES INC | 54,335 | $10.1B | 5.42% | |
| 8 | VTVANGUARD INTL EQUITY INDEX F | 54,138 | $7.6B | 4.10% | |
| 9 | NVDANVIDIA CORPORATION | 24,280 | $4.5B | 2.43% | |
| 10 | BIVVANGUARD BD INDEX FDS | 45,926 | $3.6B | 1.92% | |
| 11 | SHYGISHARES TR | 59,389 | $2.5B | 1.37% | |
| 12 | TSLATESLA INC | 5,557 | $2.5B | 1.34% | |
| 13 | VUGVANGUARD INDEX FDS | 3,583 | $1.7B | 0.94% | |
| 14 | MUBISHARES TR | 8,879 | $951.0M | 0.51% | |
| 15 | BNDXVANGUARD CHARLOTTE FDS | 19,515 | $942.0M | 0.51% | |
| 16 | VTVVANGUARD INDEX FDS | 4,736 | $904.0M | 0.49% | |
| 17 | SPYMSPDR SERIES TRUST | 10,335 | $829.0M | 0.44% | |
| 18 | AAPLAPPLE INC | 2,976 | $809.0M | 0.43% | |
| 19 | SPYVSPDR SERIES TRUST | 10,234 | $581.0M | 0.31% | |
| 20 | VWOBVANGUARD WHITEHALL FDS | 8,312 | $560.0M | 0.30% | |
| 21 | SCHVSCHWAB STRATEGIC TR | 17,612 | $521.0M | 0.28% | |
| 22 | VOEVANGUARD INDEX FDS | 2,682 | $475.0M | 0.25% | |
| 23 | SPABSPDR SERIES TRUST | 18,133 | $466.0M | 0.25% | |
| 24 | AMZNAMAZON COM INC | 1,859 | $429.0M | 0.23% | |
| 25 | SUBISHARES TR | 3,957 | $422.0M | 0.23% | |
| 26 | LQDISHARES TR | 3,817 | $420.0M | 0.23% | |
| 27 | SPDWSPDR INDEX SHS FDS | 9,043 | $401.0M | 0.22% | |
| 28 | VBRVANGUARD INDEX FDS | 1,847 | $391.0M | 0.21% | |
| 29 | SCHGSCHWAB STRATEGIC TR | 11,886 | $387.0M | 0.21% | |
| 30 | MSFTMICROSOFT CORP | 633 | $306.0M | 0.16% | |
| 31 | BABOEING CO | 1,191 | $258.0M | 0.14% | |
| 32 | SCHWSCHWAB CHARLES CORP | 2,500 | $249.0M | 0.13% | |
| 33 | JNKSPDR SERIES TRUST | 2,287 | $222.0M | 0.12% | |
| 34 | GOOGLALPHABET INC | 707 | $221.0M | 0.12% | |
| 35 | DISDISNEY WALT CO | 1,931 | $219.0M | 0.12% | |
| 36 | UNHUNITEDHEALTH GROUP INC | 642 | $211.0M | 0.11% | |
| 37 | SPEMSPDR INDEX SHS FDS | 4,355 | $203.0M | 0.11% |