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Investments & Financial Planning LLC Top Holdings
As of  06/30/2022, below is a summary of the Investments & Financial Planning LLC top holdings by largest position size, as per the latest 13f filing made by Investments & Financial Planning LLC. In the Investments & Financial Planning LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Investments & Financial Planning LLC in that top holding, then the share count change between reporting periods, and finally the Investments & Financial Planning LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SPDR SER TR (SPYG) 359,143 -165 $18,776
     SPYG359,143-165$18,776
ISHARES TR (IJH) 73,865 +1,008 $16,710
     IJH73,865+1,008$16,710
VANGUARD INDEX FDS (VB) 89,095 +3,242 $15,691
     VB89,095+3,242$15,691
VANGUARD INTL EQUITY INDEX F (VT) 78,017 -4,581 $6,658
     VT78,017-4,581$6,658
VANGUARD CHARLOTTE FDS (BNDX) 108,355 +311 $5,368
     BNDX108,355+311$5,368
VANGUARD SCOTTSDALE FDS (VCSH) 65,428 -2,312 $4,990
     VCSH65,428-2,312$4,990
VANGUARD INDEX FDS (VBR) 32,211 -1,308 $4,826
     VBR32,211-1,308$4,826
VANGUARD INDEX FDS (VOE) 35,371 -1,714 $4,581
     VOE35,371-1,714$4,581
VANGUARD BD INDEX FDS (BIV) 31,582 +253 $2,452
     BIV31,582+253$2,452
ISHARES TR (IYR) 22,594 -51 $2,078
     IYR22,594-51$2,078
ISHARES TR (IWP) 23,099 -1,157 $1,830
     IWP23,099-1,157$1,830
VANGUARD INDEX FDS (VTV) 10,072 -1,889 $1,328
     VTV10,072-1,889$1,328
ISHARES TR (SHYG) 28,479 -1,295 $1,155
     SHYG28,479-1,295$1,155
VANGUARD INDEX FDS (VUG) 4,743 +197 $1,057
     VUG4,743+197$1,057
SPDR SER TR (SPLG) 21,105 -2,492 $936
     SPLG21,105-2,492$936
TESLA INC 1,377 -38 $927
     TSLA1,377-38$927
ISHARES TR (LQD) 7,998 -301 $880
     LQD7,998-301$880
ISHARES TR (MUB) 6,137 +925 $653
     MUB6,137+925$653
VANGUARD WHITEHALL FDS (VWOB) 9,783 +455 $600
     VWOB9,783+455$600
VANGUARD INDEX FDS (VO) 2,998 +2,998 $591
     VO2,998+2,998$591
ISHARES INC (URTH) 5,405 +5,405 $578
     URTH5,405+5,405$578
SPDR SER TR (SPAB) 18,713 -2,642 $493
     SPAB18,713-2,642$493
SPDR INDEX SHS FDS (SPDW) 15,994 -1,855 $461
     SPDW15,994-1,855$461
VANGUARD INDEX FDS (VBK) 2,235 -26 $440
     VBK2,235-26$440
APPLE INC 2,748 +31 $376
     AAPL2,748+31$376
NVIDIA CORPORATION 2,393 +920 $363
     NVDA2,393+920$363
ISHARES TR (SUB) 3,427 +146 $359
     SUB3,427+146$359
SPDR SER TR (SPYV) 9,143 +1,973 $337
     SPYV9,143+1,973$337
VANGUARD INTL EQUITY INDEX F (VWO) 6,689 -13 $279
     VWO6,689-13$279
MICROSOFT CORP 1,070 +297 $275
     MSFT1,070+297$275
VANGUARD SPECIALIZED FUNDS (VIG) 1,864 UNCH $267
     VIG1,864UNCH$267
SPDR SER TR (JNK) 2,932 -277 $266
     JNK2,932-277$266
CAPITAL GROUP GROWTH ETF (CGGR) 12,139 +12,139 $242
     CGGR12,139+12,139$242

See Full List: All Stocks Held By Investments & Financial Planning LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Investments & Financial Planning LLC

Size ($ in 1000's)
At 06/30/2022: $97,064
At 03/31/2022: $114,389

Investments & Financial Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Investments & Financial Planning LLC 13F filings. Link to 13F filings: SEC filings

Investments & Financial Planning LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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