Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Investments & Financial Planning, LLC (CIK 1909307) reported $183.7M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VB ($39.0M, 21.21%), SPYG ($35.7M, 19.45%), IJH ($27.4M, 14.94%), VO ($16.6M, 9.05%), VCSH ($10.8M, 5.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | $39.0M | 21.21% | 148,729 | Trimmed |
| 2 | SPYG | SPDR SERIES TRUST | $35.7M | 19.45% | 364,883 | Added |
| 3 | IJH | ISHARES TR | $27.4M | 14.94% | 406,262 | Added |
| 4 | VO | VANGUARD INDEX FDS | $16.6M | 9.05% | 57,866 | Added |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $10.8M | 5.87% | 135,922 | Trimmed |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $10.3M | 5.60% | 255,784 | Added |
| 7 | URTH | ISHARES INC | $10.1M | 5.47% | 55,849 | Added |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $7.4M | 4.02% | 53,409 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $4.3M | 2.36% | 24,807 | Added |
| 10 | BIV | VANGUARD BD INDEX FDS | $4.2M | 2.27% | 54,052 | Added |
| 11 | SHYG | ISHARES TR | $3.0M | 1.65% | 71,535 | Added |
| 12 | TSLA | TESLA INC | $2.1M | 1.13% | 5,582 | Added |
| 13 | VUG | VANGUARD INDEX FDS | $1.6M | 0.85% | 3,569 | Trimmed |
| 14 | MUB | ISHARES TR | $960,734 | 0.52% | 9,051 | Added |
| 15 | VTV | VANGUARD INDEX FDS | $907,480 | 0.49% | 4,625 | Trimmed |
| 16 | SPLG | SPDR SERIES TRUST | $746,402 | 0.41% | 9,752 | Trimmed |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | $707,043 | 0.38% | 14,715 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $670,172 | 0.36% | 1,810 | Added |
| 19 | SYBT | STOCK YDS BANCORP INC | $661,707 | 0.36% | 9,982 | New |
| 20 | AAPL | APPLE INC | $602,421 | 0.33% | 2,374 | Trimmed |
| 21 | SCHV | SCHWAB STRATEGIC TR | $586,086 | 0.32% | 19,216 | Added |
| 22 | SPYV | SPDR SERIES TRUST | $578,088 | 0.31% | 10,217 | Trimmed |
| 23 | VOE | VANGUARD INDEX FDS | $491,005 | 0.27% | 2,664 | Trimmed |
| 24 | SPAB | SPDR SERIES TRUST | $456,066 | 0.25% | 17,801 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $431,744 | 0.24% | 2,073 | Added |
Source: SEC Form 13F filings · as of 2026-03-31