13F-HR filed by Investments & Financial Planning, LLC
Investments & Financial Planning, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-12, with 37 holding rows worth $173,624,719.
- Accession
- 0001909307-25-000010
- Filer
- CIK 1909307
- Filed
- 2025-08-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 37 entries on the cover page, a total value of $173,624,719 stated on the cover page (in dollars after the unit check, H1), rows summing to $173,624,719 with VALUE read as dollars as filed, 13F file number 028-21779. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap ETF | 922908751 | SHS | 156,471 | $37,080,451 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 374,028 | $35,652,386 | dollars as filed | |
| IJH | 464287507 | COM | 404,959 | $25,115,533 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 58,805 | $16,455,381 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 263,134 | $10,696,383 | dollars as filed | |
| ISHARES INC | 464286392 | MSCI WORLD ETF | 54,495 | $9,230,352 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 62,009 | $7,969,443 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 84,538 | $6,720,800 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 24,219 | $3,826,325 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 41,296 | $3,193,842 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 45,093 | $1,945,309 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 5,557 | $1,765,237 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 3,962 | $1,737,085 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 29,207 | $1,446,048 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 7,504 | $1,326,289 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 14,400 | $941,063 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 12,295 | $893,692 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 7,197 | $751,931 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 12,001 | $628,119 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,975 | $610,426 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 4,275 | $468,535 | dollars as filed | |
| SPDW | 78463X889 | COM | 11,565 | $468,274 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 2,807 | $461,609 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 17,385 | $445,059 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,909 | $418,816 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,941 | $397,264 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,946 | $379,483 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 13,019 | $360,235 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 633 | $314,693 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 2,661 | $282,983 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 9,359 | $273,385 | dollars as filed | |
| Boeing Company | 097023105 | COM | 1,191 | $249,550 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 2,456 | $238,902 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 1,926 | $238,867 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 2,548 | $232,479 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 4,870 | $208,145 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 642 | $200,345 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001909307-25-000010 | this filing | 2025-08-12 | acceptance time not in the bulk data set |