Investments & Financial Planning, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$185.1B
Holdings
37
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VBVANGUARD INDEX FDS | 152,767 | $38.8B | 20.99% | |
| 2 | SPYGSPDR SERIES TRUST | 369,859 | $38.7B | 20.88% | |
| 3 | IJHISHARES TR | 407,297 | $26.6B | 14.36% | |
| 4 | VOVANGUARD INDEX FDS | 58,627 | $17.2B | 9.30% | |
| 5 | CGGRCAPITAL GROUP GROWTH ETF | 265,510 | $11.7B | 6.30% | |
| 6 | URTHISHARES INC | 54,938 | $10.0B | 5.39% | |
| 7 | VTVANGUARD INTL EQUITY INDEX F | 60,161 | $8.3B | 4.48% | |
| 8 | VCSHVANGUARD SCOTTSDALE FDS | 86,633 | $6.9B | 3.74% | |
| 9 | NVDANVIDIA CORPORATION | 24,236 | $4.5B | 2.44% | |
| 10 | BIVVANGUARD BD INDEX FDS | 44,025 | $3.4B | 1.86% | |
| 11 | TSLATESLA INC | 5,557 | $2.5B | 1.34% | |
| 12 | SHYGISHARES TR | 52,684 | $2.3B | 1.23% | |
| 13 | VUGVANGUARD INDEX FDS | 3,957 | $1.9B | 1.03% | |
| 14 | VTVVANGUARD INDEX FDS | 7,546 | $1.4B | 0.76% | |
| 15 | BNDXVANGUARD CHARLOTTE FDS | 22,897 | $1.1B | 0.61% | |
| 16 | MUBISHARES TR | 8,449 | $899.8M | 0.49% | |
| 17 | SPYMSPDR SERIES TRUST | 11,470 | $898.6M | 0.49% | |
| 18 | AAPLAPPLE INC | 2,976 | $757.7M | 0.41% | |
| 19 | VWOBVANGUARD WHITEHALL FDS | 11,118 | $743.8M | 0.40% | |
| 20 | SPYVSPDR SERIES TRUST | 11,402 | $630.9M | 0.34% | |
| 21 | LQDISHARES TR | 4,316 | $481.1M | 0.26% | |
| 22 | VOEVANGUARD INDEX FDS | 2,694 | $470.3M | 0.25% | |
| 23 | SUBISHARES TR | 3,990 | $426.1M | 0.23% | |
| 24 | SPABSPDR SERIES TRUST | 16,385 | $423.5M | 0.23% | |
| 25 | AMZNAMAZON COM INC | 1,909 | $419.2M | 0.23% | |
| 26 | VIGVANGUARD SPECIALIZED FUNDS | 1,942 | $419.0M | 0.23% | |
| 27 | SPDWSPDR INDEX SHS FDS | 9,705 | $415.3M | 0.22% | |
| 28 | SCHVSCHWAB STRATEGIC TR | 13,874 | $403.9M | 0.22% | |
| 29 | VBRVANGUARD INDEX FDS | 1,876 | $391.5M | 0.21% | |
| 30 | MSFTMICROSOFT CORP | 633 | $327.7M | 0.18% | |
| 31 | SCHGSCHWAB STRATEGIC TR | 9,285 | $296.3M | 0.16% | |
| 32 | BABOEING CO | 1,191 | $257.1M | 0.14% | |
| 33 | SCHWSCHWAB CHARLES CORP | 2,549 | $243.4M | 0.13% | |
| 34 | JNKSPDR SERIES TRUST | 2,475 | $242.5M | 0.13% | |
| 35 | UNHUNITEDHEALTH GROUP INC | 642 | $221.8M | 0.12% | |
| 36 | DISDISNEY WALT CO | 1,931 | $221.1M | 0.12% | |
| 37 | SPEMSPDR INDEX SHS FDS | 4,555 | $213.2M | 0.12% |