IFPL
Investments & Financial Planning LLC Portfolio holdings
AUM
$185M
1-Year Est. Return
15.18%
1 Year Est. Return
+15.18%
AUM
$185M
AUM Growth
+$11.5M
(+6.6%)
Holding
37
Top Buys
| 1 | +$329K | |
| 2 | +$213K | |
| 3 | +$167K | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$153K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$142K |
Top Sells
| 1 | +$942K | |
| 2 | +$436K | |
| 3 | +$312K | |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$255K |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$220K |
Sector Composition
| 1 | Technology | 3.03% |
| 2 | Consumer Discretionary | 1.56% |
| 3 | Industrials | 0.14% |
| 4 | Financials | 0.13% |
| 5 | Healthcare | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Dividend Appreciation ETF
VIG
$100B
| $419K | 0.23% |
1,942
+1
|
|
||
27
SPDR Portfolio Developed World ex-US ETF
SPDW
$33B
| $415K | 0.22% |
9,705
-1,860
|
|
||
28
Schwab US Large-Cap Value ETF
SCHV
$14.1B
| $404K | 0.22% |
13,874
+855
|
|
||
29
Vanguard Small-Cap Value ETF
VBR
$32.3B
| $392K | 0.21% |
1,876
-70
|
|
||
30
Microsoft
MSFT
$3.54T
| $328K | 0.18% |
633
|
|
||
31
Schwab US Large-Cap Growth ETF
SCHG
$51.2B
| $296K | 0.16% |
9,285
-74
|
|
||
32
Boeing
BA
$162B
| $257K | 0.14% |
1,191
|
|
||
33
Charles Schwab
SCHW
$172B
| $243K | 0.13% |
2,549
+1
|
|
||
34
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.6B
| $243K | 0.13% |
2,475
+19
|
|
||
35
UnitedHealth
UNH
$300B
| $222K | 0.12% |
642
|
|
||
36
Walt Disney
DIS
$198B
| $221K | 0.12% |
1,931
+5
|
|
||
37
SPDR Portfolio Emerging Markets ETF
SPEM
$15.2B
| $213K | 0.12% |
4,555
-315
|
|