HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VB) |
149,860 | +38,879 | $31,970 |
| VB | 149,860 | +38,879 | $31,970 |
| SPDR SER TR (SPYG) |
388,742 | +1,369 | $25,292 |
| SPYG | 388,742 | +1,369 | $25,292 |
| ISHARES TR (IJH) |
77,960 | +914 | $21,606 |
| IJH | 77,960 | +914 | $21,606 |
| VANGUARD INDEX FDS (VO) |
53,368 | +35,303 | $12,416 |
| VO | 53,368 | +35,303 | $12,416 |
| VANGUARD INTL EQUITY INDEX F (VT) |
65,609 | -9,849 | $6,750 |
| VT | 65,609 | -9,849 | $6,750 |
| CAPITAL GROUP GROWTH ETF (CGGR) |
223,656 | +101,773 | $6,314 |
| CGGR | 223,656 | +101,773 | $6,314 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
80,317 | +30,492 | $6,214 |
| VCSH | 80,317 | +30,492 | $6,214 |
| ISHARES INC (URTH) |
44,569 | +19,781 | $5,929 |
| URTH | 44,569 | +19,781 | $5,929 |
| VANGUARD BD INDEX FDS (BIV) |
26,925 | +510 | $2,057 |
| BIV | 26,925 | +510 | $2,057 |
| VANGUARD CHARLOTTE FDS (BNDX) |
37,452 | -38,380 | $1,849 |
| BNDX | 37,452 | -38,380 | $1,849 |
| VANGUARD INDEX FDS (VUG) |
4,536 | -116 | $1,410 |
| VUG | 4,536 | -116 | $1,410 |
| VANGUARD INDEX FDS (VTV) |
7,871 | -2,068 | $1,177 |
| VTV | 7,871 | -2,068 | $1,177 |
| TESLA INC |
4,606 | UNCH | $1,144 |
| TSLA | 4,606 | UNCH | $1,144 |
| NVIDIA CORPORATION |
2,279 | -65 | $1,129 |
| NVDA | 2,279 | -65 | $1,129 |
| SPDR SER TR (SPLG) |
15,206 | -3,438 | $850 |
| SPLG | 15,206 | -3,438 | $850 |
| ISHARES TR (MUB) |
7,087 | +856 | $768 |
| MUB | 7,087 | +856 | $768 |
| ISHARES TR (SHYG) |
16,750 | +459 | $707 |
| SHYG | 16,750 | +459 | $707 |
| VANGUARD INDEX FDS (VBR) |
3,137 | -22,950 | $565 |
| VBR | 3,137 | -22,950 | $565 |
| VANGUARD WHITEHALL FDS (VWOB) |
8,599 | -30 | $548 |
| VWOB | 8,599 | -30 | $548 |
| SPDR SER TR (SPYV) |
11,099 | -951 | $518 |
| SPYV | 11,099 | -951 | $518 |
| ISHARES TR (LQD) |
4,582 | -2,137 | $507 |
| LQD | 4,582 | -2,137 | $507 |
| VANGUARD INDEX FDS (VOE) |
3,481 | -26,323 | $505 |
| VOE | 3,481 | -26,323 | $505 |
| APPLE INC |
2,618 | +1 | $504 |
| AAPL | 2,618 | +1 | $504 |
| SPDR SER TR (SPAB) |
19,463 | +5,655 | $499 |
| SPAB | 19,463 | +5,655 | $499 |
| SPDR INDEX SHS FDS (SPDW) |
12,092 | -1,536 | $411 |
| SPDW | 12,092 | -1,536 | $411 |
| ISHARES TR (SUB) |
3,369 | -84 | $355 |
| SUB | 3,369 | -84 | $355 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
1,864 | UNCH | $318 |
| VIG | 1,864 | UNCH | $318 |
| AMAZON COM INC |
1,882 | +50 | $286 |
| AMZN | 1,882 | +50 | $286 |
| SPDR SER TR (JNK) |
2,887 | -9 | $273 |
| JNK | 2,887 | -9 | $273 |
| SCHWAB STRATEGIC TR |
3,427 | -13 | $240 |
| SCHV | 3,427 | -13 | $240 |
| MICROSOFT CORP |
585 | +585 | $220 |
| MSFT | 585 | +585 | $220 |
See Full List: All Stocks Held By Investments & Financial Planning LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Investments & Financial Planning LLC
|
Size ($ in 1000's)
At 12/31/2023: $133,537 At 09/30/2023: $112,167 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 |
