Investment Partners, Ltd.
168 holdingsFiling period: 2026-06-30Current AUM: $327.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Tax-Managed Fds | 291.3K | $20.8M | $20.2M | 6.17% | +13.7K | 2026-06-30 |
| 2 | IWF | iShares TR | 138.5K | $17.2M | $16.7M | 5.12% | +103.8K | 2026-06-30 |
| 3 | IWD | iShares TR | 56.9K | $13.8M | $14.7M | 4.49% | +161 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 35.5K | $10.3M | $12.2M | 3.73% | +180 | 2026-06-30 |
| 5 | VWO | Vanguard Intl Equity Index F | 160.3K | $9.6M | $9.1M | 2.77% | +5.3K | 2026-06-30 |
| 6 | NVDA | NVIDIA Corporation | 46.4K | $9.3M | $10.0M | 3.06% | +111 | 2026-06-30 |
| 7 | BSV | Vanguard BD Index Fds | 103.2K | $8.0M | $7.9M | 2.42% | +10.9K | 2026-06-30 |
| 8 | IVW | iShares TR | 55.1K | $7.6M | $7.6M | 2.32% | +90 | 2026-06-30 |
| 9 | MSFT | Microsoft Corp | 19.8K | $7.4M | $10.6M | 3.22% | -404 | 2026-06-30 |
| 10 | IGSB | iShares TR | 135.8K | $7.1M | $7.0M | 2.13% | +16.0K | 2026-06-30 |
| 11 | LLY | Eli Lilly & Co | 5.7K | $6.8M | $7.3M | 2.22% | -73 | 2026-06-30 |
| 12 | VIG | Vanguard Specialized Funds | 28.5K | $6.7M | $7.0M | 2.13% | -1,955 | 2026-06-30 |
| 13 | IWP | iShares TR | 44.3K | $6.5M | $6.0M | 1.82% | +1.2K | 2026-06-30 |
| 14 | IWS | iShares TR | 38.7K | $6.4M | $6.5M | 2.00% | +1.1K | 2026-06-30 |
| 15 | IEFA | iShares TR | 60.7K | $5.9M | $5.8M | 1.78% | -217 | 2026-06-30 |
| 16 | JPM | JPMorgan Chase & Co | 17.5K | $5.7M | $5.8M | 1.78% | +198 | 2026-06-30 |
| 17 | IVE | iShares TR | 24.5K | $5.6M | $5.8M | 1.79% | +95 | 2026-06-30 |
| 18 | SHYG | iShares TR | 128.1K | $5.4M | $5.3M | 1.61% | +12.8K | 2026-06-30 |
| 19 | MU | Micron Technology Inc | 4.4K | $5.1M | $4.0M | 1.23% | +17 | 2026-06-30 |
| 20 | EFA | iShares TR | 41.7K | $4.3M | $4.3M | 1.31% | -- | 2026-06-30 |
| 21 | IWN | iShares TR | 17.6K | $3.9M | $3.8M | 1.15% | +400 | 2026-06-30 |
| 22 | IAGG | iShares TR | 76.4K | $3.9M | $3.8M | 1.15% | +9.3K | 2026-06-30 |
| 23 | IVV | iShares TR | 5.0K | $3.7M | $3.8M | 1.17% | -29 | 2026-06-30 |
| 24 | CAT | Caterpillar Inc | 3.4K | $3.6M | $2.4M | 0.72% | -30 | 2026-06-30 |
| 25 | XLU | Select Sector Spdr TR | 77.4K | $3.5M | $3.3M | 1.01% | -897 | 2026-06-30 |
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