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IFPL

Investments & Financial Planning LLC Portfolio holdings

AUM $184M
1-Year Est. Return 17.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$2.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$633K
3
+$565K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$518K
5
MSFT icon
Microsoft
MSFT
+$493K

Top Sells

1
+$274K
2
+$233K
3
+$221K
4
DIS icon
Walt Disney
DIS
+$220K
5
UNH icon
UnitedHealth
UNH
+$212K

Sector Composition

1 Technology 3.16%
2 Consumer Discretionary 1.36%
3 Financials 0.49%
4 Industrials 0.11%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUB icon
26
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$422K 0.23%
3,964
+7
VBR icon
27
Vanguard Small-Cap Value ETF
VBR
$36.1B
$399K 0.22%
1,839
-8
VWOB icon
28
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.13B
$398K 0.22%
6,064
-2,248
SCHG icon
29
Schwab US Large-Cap Growth ETF
SCHG
$59.2B
$390K 0.21%
13,391
+1,505
SPDW icon
30
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.3B
$388K 0.21%
8,495
-548
LQD icon
31
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$375K 0.2%
3,440
-377
VEA icon
32
Vanguard FTSE Developed Markets ETF
VEA
$233B
$253K 0.14%
+3,953
SCHW
33
Charles Schwab
SCHW
$159B
$236K 0.13%
2,511
+11
JNK icon
34
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.7B
$220K 0.12%
2,295
+8
BA icon
35
Boeing
BA
$176B
$210K 0.11%
1,056
-135
ASML icon
36
ASML
ASML
$744B
$205K 0.11%
+156
DIS icon
37
Walt Disney
DIS
$180B
– –
-1,931
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$4.49T
– –
-707
SPEM icon
39
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
– –
-4,355
UNH icon
40
UnitedHealth
UNH
$364B
– –
-642
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