IFPL
Investments & Financial Planning LLC Portfolio holdings
AUM
$174M
1-Year Return
14.06%
This Quarter Return
+5.98%
1 Year Return
+14.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
82.73%
Holding
36
New
36
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$19M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$18.2M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$17.8M |
| 4 |
Vanguard Total World Stock ETF
VT
|
$6.73M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$4.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.99% |
| 2 | Consumer Discretionary | 0.56% |
| 3 | Industrials | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Small-Cap Growth ETF
VBK
$20.3B
| $444K | 0.44% |
+2,214
| New | +$444K |
|
27
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.63B
| $425K | 0.42% |
+16,923
| New | +$425K |
|
28
NVIDIA
NVDA
$4.04T
| $406K | 0.4% |
+27,770
| New | +$406K |
|
29
Apple
AAPL
$3.55T
| $386K | 0.38% |
+2,969
| New | +$386K |
|
30
Vanguard Dividend Appreciation ETF
VIG
$95.6B
| $283K | 0.28% |
+1,864
| New | +$283K |
|
31
SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
| $267K | 0.26% |
+2,965
| New | +$267K |
|
32
Vanguard FTSE Emerging Markets ETF
VWO
$97.1B
| $248K | 0.24% |
+6,371
| New | +$248K |
|
33
Schwab US Large-Cap Value ETF
SCHV
$13.1B
| $222K | 0.22% |
+10,110
| New | +$222K |
|
34
SPDR Portfolio Emerging Markets ETF
SPEM
$13.2B
| $220K | 0.22% |
+6,672
| New | +$220K |
|
35
Microsoft
MSFT
$3.67T
| $218K | 0.21% |
+907
| New | +$218K |
|
36
Boeing
BA
$172B
| $200K | 0.2% |
+1,051
| New | +$200K |
|