Investments & Financial Planning, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$173.6B
Holdings
37
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VBVANGUARD INDEX FDS | 156,471 | $37.1B | 21.36% | |
| 2 | SPYGSPDR SERIES TRUST | 374,028 | $35.7B | 20.53% | |
| 3 | IJHISHARES TR | 404,959 | $25.1B | 14.47% | |
| 4 | VOVANGUARD INDEX FDS | 58,805 | $16.5B | 9.48% | |
| 5 | CGGRCAPITAL GROUP GROWTH ETF | 263,134 | $10.7B | 6.16% | |
| 6 | URTHISHARES INC | 54,495 | $9.2B | 5.32% | |
| 7 | VTVANGUARD INTL EQUITY INDEX F | 62,009 | $8.0B | 4.59% | |
| 8 | VCSHVANGUARD SCOTTSDALE FDS | 84,538 | $6.7B | 3.87% | |
| 9 | NVDANVIDIA CORPORATION | 24,219 | $3.8B | 2.20% | |
| 10 | BIVVANGUARD BD INDEX FDS | 41,296 | $3.2B | 1.84% | |
| 11 | SHYGISHARES TR | 45,093 | $1.9B | 1.12% | |
| 12 | TSLATESLA INC | 5,557 | $1.8B | 1.02% | |
| 13 | VUGVANGUARD INDEX FDS | 3,962 | $1.7B | 1.00% | |
| 14 | BNDXVANGUARD CHARLOTTE FDS | 29,207 | $1.4B | 0.83% | |
| 15 | VTVVANGUARD INDEX FDS | 7,504 | $1.3B | 0.76% | |
| 16 | VWOBVANGUARD WHITEHALL FDS | 14,400 | $941.1M | 0.54% | |
| 17 | SPYMSPDR SERIES TRUST | 12,295 | $893.7M | 0.51% | |
| 18 | MUBISHARES TR | 7,197 | $751.9M | 0.43% | |
| 19 | SPYVSPDR SERIES TRUST | 12,001 | $628.1M | 0.36% | |
| 20 | AAPLAPPLE INC | 2,975 | $610.4M | 0.35% | |
| 21 | LQDISHARES TR | 4,275 | $468.5M | 0.27% | |
| 22 | SPDWSPDR INDEX SHS FDS | 11,565 | $468.3M | 0.27% | |
| 23 | VOEVANGUARD INDEX FDS | 2,807 | $461.6M | 0.27% | |
| 24 | SPABSPDR SERIES TRUST | 17,385 | $445.1M | 0.26% | |
| 25 | AMZNAMAZON COM INC | 1,909 | $418.8M | 0.24% | |
| 26 | VIGVANGUARD SPECIALIZED FUNDS | 1,941 | $397.3M | 0.23% | |
| 27 | VBRVANGUARD INDEX FDS | 1,946 | $379.5M | 0.22% | |
| 28 | SCHVSCHWAB STRATEGIC TR | 13,019 | $360.2M | 0.21% | |
| 29 | MSFTMICROSOFT CORP | 633 | $314.7M | 0.18% | |
| 30 | SUBISHARES TR | 2,661 | $283.0M | 0.16% | |
| 31 | SCHGSCHWAB STRATEGIC TR | 9,359 | $273.4M | 0.16% | |
| 32 | BABOEING CO | 1,191 | $249.6M | 0.14% | |
| 33 | JNKSPDR SERIES TRUST | 2,456 | $238.9M | 0.14% | |
| 34 | DISDISNEY WALT CO | 1,926 | $238.9M | 0.14% | |
| 35 | SCHWSCHWAB CHARLES CORP | 2,548 | $232.5M | 0.13% | |
| 36 | SPEMSPDR INDEX SHS FDS | 4,870 | $208.1M | 0.12% | |
| 37 | UNHUNITEDHEALTH GROUP INC | 642 | $200.3M | 0.12% |