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CIK: 0001909307
Total reported value
$211.2M
$211.2M
33 檔
50.8%
At the close of Q1 2024, Investments & Financial Planning, LLC disclosed equity holdings valued at approximately $211.2M, spread across 33 reported holdings.
During Q1 2024, Investments & Financial Planning, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-Other | 23.60% | +0.25% | +0.52% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 19.47% | +1.34% | -0.10% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 16.19% | -0.02% | +398.99% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.28% | -0.09% | +1.51% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 5.03% | +0.25% | +2.54% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.88% | -0.06% | -1.79% | |
| 7 | URTH | Ishares Msci World ETF | ETF-Other | 4.55% | +0.03% | +2.88% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.32% | -1.19% | +1.52% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.47% | -0.33% | +5.67% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | -0.01% | — | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.32% | -0.06% | +4.52% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.01% | +0.02% | -5.71% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 0.84% | -0.01% | -3.89% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | -0.01% | +15.63% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | -0.02% | -3.81% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.55% | -0.17% | +11.99% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | -0.03% | -0.58% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.39% | -0.06% | +4.40% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | -0.01% | -6.66% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.02% | -0.22% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.35% | — | +13.41% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.35% | -0.02% | -6.41% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.35% | -0.02% | +1.66% | |
| 24 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.33% | -0.04% | -2.71% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.28% | -0.01% | -4.41% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | — | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | -0.01% | — | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.20% | — | -16.15% | |
| 29 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.18% | -0.01% | -4.05% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.18% | +0.01% | +0.03% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.01% | — | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.15% | — | — | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.14% | — | — |
According to official SEC Form 13F filings, Investments & Financial Planning, LLC reported a total U.S. public equity portfolio value of $211.2M across 33 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VB, SPYG, IJH) accounted for 50.8% of total reported equity market value during Q1 2024.
During Q1 2024, Investments & Financial Planning, LLC's top holdings by market value included VB (23.6%)、SPYG (19.5%)、IJH (16.2%). The largest single position, VB, represented 23.6% of total portfolio value.
In Q1 2024, Investments & Financial Planning, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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