Investments & Financial Planning, LLC 13F Holdings
CIK 0001909307 · LEXINGTON, KY
As of Sep 30, 2025, Investments & Financial Planning, LLC reported 37 positions worth
CIK 0001909307 · LEXINGTON, KY
As of Sep 30, 2025, Investments & Financial Planning, LLC reported 37 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 152,767 | $38.8M | 20.99% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 369,859 | $38.7M | 20.88% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 407,297 | $26.6M | 14.36% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 58,627 | 7.2M | 9.30% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 265,510 | 1.7M | 6.30% |
| ISHARES INC | URTH | — | 54,938 | 0.0M | 5.39% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 60,161 | $8.3M | 4.48% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 86,633 | $6.9M | 3.74% |
| NVIDIA CORP | NVDA | Technology | 24,236 | $4.5M | 2.44% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 44,025 | $3.4M | 1.86% |
| TESLA INC | TSLA | Consumer Cyclical | 5,557 | $2.5M | 1.34% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 52,684 | $2.3M | 1.23% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 3,957 | .9M | 1.03% |
| VANGUARD VALUE INDEX FUND | VTV | — | 7,546 | .4M | 0.76% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 22,897 | .1M | 0.61% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 8,449 | $899.8K | 0.49% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 11,470 | $898.6K | 0.49% |
| APPLE INC | AAPL | Technology | 2,976 | $757.7K | 0.41% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 11,118 | $743.8K | 0.40% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 11,402 | $630.9K | 0.34% |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 4,316 | $481.2K | 0.26% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 2,694 | $470.3K | 0.25% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 3,990 | $426.1K | 0.23% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 16,385 | $423.5K | 0.23% |
| AMAZON.COM INC | AMZN | Equity | 1,909 | $419.2K | 0.23% |