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CIK: 0001909307
Total reported value
$211.2M
$211.2M
34 檔
52.1%
During the Q1 2025 filing period, Investments & Financial Planning, LLC (CIK: 0001909307) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $211.2M across 34 reported positions.
In Q1 2025, Investments & Financial Planning, LLC displayed an active expansion posture, initiating 2 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-Other | 22.01% | +0.25% | +0.50% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 19.28% | +1.34% | -0.99% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 15.04% | -0.02% | -0.00% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 9.64% | -0.09% | +1.65% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 5.53% | +0.25% | +3.37% | |
| 6 | URTH | Ishares Msci World ETF | ETF-Other | 5.09% | +0.03% | +3.24% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-Other | 4.68% | -0.06% | +0.05% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.65% | -1.19% | -1.83% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.99% | -0.33% | +11.38% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | -0.01% | +4.36% | |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.18% | -0.17% | +25.39% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.00% | -0.06% | -10.54% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.96% | +0.02% | -1.29% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | -0.01% | +0.83% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 0.85% | -0.01% | +0.50% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.58% | -0.06% | +17.72% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.02% | -0.96% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.03% | +9.60% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.43% | — | — | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | -0.02% | +6.54% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.31% | -0.02% | -0.89% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.29% | -0.04% | -2.19% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.29% | -0.02% | +0.43% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.27% | -0.01% | +10.04% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | -0.01% | — | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.23% | -0.01% | +1.26% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.22% | +0.01% | +27.65% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.22% | — | -2.36% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.21% | — | +19.46% | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.16% | -0.01% | -0.04% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.01% | — | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.15% | — | +0.01% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.15% | — | — | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +0.4% | +1.65% | Add |
| 2 | URTH | Ishares Msci World ETF | +0.4% | +3.24% | Add |
| 3 | BIV | Vanguard Intermediate-term B | +0.3% | +11.38% | Add |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.3% | +25.39% | Add |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | -1.83% | Trim |
| 6 | VT | Vanguard Tot World Stk ETF | +0.2% | +0.05% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | +17.72% | Add |
| 10 | SCHV | Schwab US Large-cap Value | +0.1% | +27.65% | Add |
| 11 | MUB | Ishares National Muni Bond E | +0.1% | +9.60% | Add |
| 12 | VTV | Vanguard Value ETF | +0.1% | +0.50% | Add |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +10.04% | Add |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +6.54% | Add |
| 15 | SUB | Ishares Short-term National | 0% | +19.46% | Add |
| 16 | CGGR | Cap Group Growth Equity | 0% | +3.37% | Add |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -0.89% | Trim |
| 18 | VOE | Vanguard Mid-cap Value ETF | 0% | +0.43% | Add |
| 19 | JNK | Ss Spdr Bb High Yield Bond | 0% | -0.04% | Trim |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | 0% | -2.19% | Trim |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | -0.96% | Trim |
| 22 | VBR | Vanguard Small-cap Value ETF | — | +1.26% | Add |
| 23 | VIG | Vanguard Dividend Apprec ETF | — | -2.36% | Trim |
| 24 | BA | Boeing Co/the | — | — | Unchanged |
| 25 | SCHG | Schwab US Large-cap Growth | 0% | +0.01% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 27 | AAPL | Apple Inc | 0% | — | Unchanged |
| 28 | VUG | Vanguard Growth ETF | -0.1% | -1.29% | Trim |
| 29 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | -10.54% | Trim |
| 30 | DIS | Walt Disney Co/the | -0.1% | EXIT | Sold out |
| 31 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -0.00% | Trim |
| 32 | NVDA | Nvidia CORP | -0.2% | +4.36% | Add |
| 33 | TSLA | Tesla Inc | -0.4% | +0.83% | Add |
| 34 | VB | Vanguard Small-cap ETF | -0.5% | +0.50% | Add |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.9% | -0.99% | 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 34 disclosed positions in Q1 2025.
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 52.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $237.2K
Top Position Liquidated / Trimmed
DIS
前期市值: $222.3K
During Q1 2025, Investments & Financial Planning, LLC's top holdings by market value included VB (22.0%)、SPYG (19.3%)、IJH (15.0%). The largest single position, VB, represented 22.0% of total portfolio value.
In Q1 2025, Investments & Financial Planning, LLC made 32 total portfolio adjustments, initiating 2 new buys, adding to 19 positions, trimming 10 holdings, and fully liquidating 1 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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