IFPL

Investments & Financial Planning LLC Portfolio holdings

AUM $174M
This Quarter Return
+1.39%
1 Year Return
+14.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
Cap. Flow
+$4.22M
Cap. Flow %
2.83%
Top 10 Hldgs %
90.18%
Holding
34
New
1
Increased
16
Reduced
12
Closed
1

Top Buys

1
NVDA icon
NVIDIA
NVDA
$2.56M
2
VB icon
Vanguard Small-Cap ETF
VB
$506K
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$462K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$363K
5
BA icon
Boeing
BA
$208K

Top Sells

1
DIS icon
Walt Disney
DIS
$207K
2
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
$205K
3
VT icon
Vanguard Total World Stock ETF
VT
$52.8K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$51.6K
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
$28.1K

Sector Composition

1 Technology 2.51%
2 Consumer Discretionary 0.98%
3 Industrials 0.14%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VB icon
1
Vanguard Small-Cap ETF
VB
$65.9B
$33.4M 22.39%
152,955
+2,320
+2% +$506K
SPYG icon
2
SPDR Portfolio S&P 500 Growth ETF
SPYG
$39.9B
$31.5M 21.14%
392,891
+4,536
+1% +$363K
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$99.3B
$23.2M 15.59%
396,908
+7,898
+2% +$462K
VO icon
4
Vanguard Mid-Cap ETF
VO
$86.8B
$13.2M 8.89%
54,703
+531
+1% +$129K
CGGR icon
5
Capital Group Growth ETF
CGGR
$15.2B
$7.74M 5.2%
235,387
+6,042
+3% +$199K
VT icon
6
Vanguard Total World Stock ETF
VT
$51.1B
$7.2M 4.84%
63,964
-469
-0.7% -$52.8K
URTH icon
7
iShares MSCI World ETF
URTH
$5.56B
$6.93M 4.65%
46,997
+1,143
+2% +$169K
VCSH icon
8
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
$6.1M 4.09%
78,886
-2,652
-3% -$205K
NVDA icon
9
NVIDIA
NVDA
$4.14T
$2.85M 1.91%
23,032
+20,753
+911% +$2.56M
BIV icon
10
Vanguard Intermediate-Term Bond ETF
BIV
$23.9B
$2.2M 1.48%
29,371
+919
+3% +$68.8K
BNDX icon
11
Vanguard Total International Bond ETF
BNDX
$67.8B
$1.93M 1.3%
39,664
+521
+1% +$25.4K
VUG icon
12
Vanguard Growth ETF
VUG
$183B
$1.6M 1.07%
4,272
-5
-0.1% -$1.87K
VTV icon
13
Vanguard Value ETF
VTV
$143B
$1.21M 0.82%
7,569
+4
+0.1% +$642
TSLA icon
14
Tesla
TSLA
$1.06T
$1.09M 0.73%
5,506
+180
+3% +$35.6K
SPLG icon
15
SPDR Portfolio S&P 500 ETF
SPLG
$82.8B
$884K 0.59%
13,820
-806
-6% -$51.6K
SHYG icon
16
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.23B
$852K 0.57%
20,196
+1,437
+8% +$60.6K
MUB icon
17
iShares National Muni Bond ETF
MUB
$38.4B
$738K 0.5%
6,928
-118
-2% -$12.6K
AAPL icon
18
Apple
AAPL
$3.39T
$626K 0.42%
2,970
+1
+0% +$211
VWOB icon
19
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.51B
$595K 0.4%
9,454
+477
+5% +$30K
SPYV icon
20
SPDR Portfolio S&P 500 Value ETF
SPYV
$27.9B
$538K 0.36%
11,030
-45
-0.4% -$2.19K
VBR icon
21
Vanguard Small-Cap Value ETF
VBR
$31.2B
$534K 0.36%
2,927
-1
-0% -$183
LQD icon
22
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
$501K 0.34%
4,678
+20
+0.4% +$2.14K
VOE icon
23
Vanguard Mid-Cap Value ETF
VOE
$18.6B
$490K 0.33%
3,256
-2
-0.1% -$301
SPAB icon
24
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.52B
$447K 0.3%
17,816
-1,119
-6% -$28.1K
SPDW icon
25
SPDR Portfolio Developed World ex-US ETF
SPDW
$28.8B
$379K 0.25%
10,815
-744
-6% -$26.1K
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