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CIK: 0001909307
Total reported value
$211.2M
$211.2M
33 檔
55.8%
According to the latest 13F quarterly dataset, Investments & Financial Planning, LLC managed an equity portfolio of $211.2M at the end of Q4 2024, spanning 33 distinct U.S. exchange-listed positions.
In Q4 2024, Investments & Financial Planning, LLC displayed an active expansion posture, initiating 2 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-Other | 22.52% | +0.25% | -0.66% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 20.21% | +1.34% | -2.16% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 15.24% | -0.02% | +0.44% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.20% | -0.09% | +1.08% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 5.51% | +0.25% | +3.69% | |
| 6 | URTH | Ishares Msci World ETF | ETF-Other | 4.75% | +0.03% | +4.30% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.49% | -0.06% | +0.09% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.44% | -1.19% | +2.20% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.91% | -0.01% | — | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.66% | -0.33% | +17.90% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.37% | -0.01% | +0.09% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.07% | -0.06% | -9.92% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.02% | +0.02% | -1.15% | |
| 14 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.89% | -0.17% | +49.45% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | -0.01% | +0.46% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.02% | -1.73% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.46% | -0.06% | +18.09% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.46% | — | +0.07% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | -0.03% | +0.24% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | -0.02% | +3.22% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.29% | -0.02% | -0.27% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.28% | -0.02% | +0.32% | |
| 23 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.28% | -0.04% | -3.36% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | -0.01% | — | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.23% | -0.01% | +0.32% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.22% | -0.01% | -2.51% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | — | -2.31% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.17% | — | -3.24% | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.16% | +0.01% | +198.80% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.16% | — | +300.04% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.15% | -0.01% | -8.12% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.14% | — | — | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.5% | +0.09% | Add |
| 2 | CGGR | Cap Group Growth Equity | +0.4% | +3.69% | Add |
| 3 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.3% | +49.45% | Add |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | -2.16% | Trim |
| 5 | BIV | Vanguard Intermediate-term B | +0.2% | +17.90% | Add |
| 6 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 7 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 8 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | 0% | +18.09% | Add |
| 10 | VUG | Vanguard Growth ETF | 0% | -1.15% | Trim |
| 11 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 12 | URTH | Ishares Msci World ETF | 0% | +4.30% | Add |
| 13 | AAPL | Apple Inc | 0% | +0.07% | Add |
| 14 | SCHG | Schwab US Large-cap Growth | — | +300.04% | Add |
| 15 | VIG | Vanguard Dividend Apprec ETF | 0% | -2.31% | Trim |
| 16 | SUB | Ishares Short-term National | 0% | -3.24% | Trim |
| 17 | SCHV | Schwab US Large-cap Value | 0% | +198.80% | Add |
| 18 | VBR | Vanguard Small-cap Value ETF | 0% | +0.32% | Add |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -1.73% | Trim |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +3.22% | Add |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -0.27% | Trim |
| 22 | JNK | Ss Spdr Bb High Yield Bond | 0% | -8.12% | Trim |
| 23 | VOE | Vanguard Mid-cap Value ETF | 0% | +0.32% | Add |
| 24 | MUB | Ishares National Muni Bond E | 0% | +0.24% | Add |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | 0% | -3.36% | Trim |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -2.51% | Trim |
| 27 | VTV | Vanguard Value ETF | 0% | +0.46% | Add |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +2.20% | Add |
| 29 | SPEM | State Street Sp Ptf Em ETF | -0.1% | EXIT | Sold out |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | +1.08% | Add |
| 31 | MSFT | Microsoft CORP | -0.2% | EXIT | Sold out |
| 32 | BNDX | Vanguard Total Intl Bond ETF | -0.2% | -9.92% | Trim |
| 33 | VT | Vanguard Tot World Stk ETF | -0.2% | +0.09% | Add |
| 34 | IJH | Ishares Core S&p Midcap ETF | -0.4% | +0.44% | Add |
| 35 | VB | Vanguard Small-cap ETF | -0.5% | -0.66% | Trim |
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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VB, SPYG, IJH) accounted for 55.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
DIS
市值: $222.3K
Top Position Liquidated / Trimmed
MSFT
前期市值: $251.9K
During Q4 2024, Investments & Financial Planning, LLC's top holdings by market value included VB (22.5%)、SPYG (20.2%)、IJH (15.2%). The largest single position, VB, represented 22.5% of total portfolio value.
In Q4 2024, Investments & Financial Planning, LLC made 33 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 11 holdings, and fully liquidating 2 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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