INVESTMENT PARTNERS, LTD.
168 holdingsFiling period: 2026-06-30Current AUM: $325.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 291.3K | $20.8M | $20.8M | 6.41% | +13.7K | 2026-06-30 |
| 2 | IWF | ISHARES TR | 138.5K | $17.2M | $16.7M | 5.13% | +103.8K | 2026-06-30 |
| 3 | IWD | ISHARES TR | 56.9K | $13.8M | $14.4M | 4.44% | +161 | 2026-06-30 |
| 4 | AAPL | APPLE INC | 35.5K | $10.3M | $11.8M | 3.61% | +180 | 2026-06-30 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 160.3K | $9.6M | $9.5M | 2.92% | +5.3K | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION | 46.4K | $9.3M | $9.8M | 3.03% | +111 | 2026-06-30 |
| 7 | BSV | VANGUARD BD INDEX FDS | 103.2K | $8.0M | $7.9M | 2.43% | +10.9K | 2026-06-30 |
| 8 | IVW | ISHARES TR | 55.1K | $7.6M | $7.6M | 2.33% | +90 | 2026-06-30 |
| 9 | MSFT | MICROSOFT CORP | 19.8K | $7.4M | $9.9M | 3.03% | -404 | 2026-06-30 |
| 10 | IGSB | ISHARES TR | 135.8K | $7.1M | $7.0M | 2.15% | +16.0K | 2026-06-30 |
| 11 | LLY | ELI LILLY & CO | 5.7K | $6.8M | $6.5M | 1.99% | -73 | 2026-06-30 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | 28.5K | $6.7M | $6.8M | 2.08% | -1,955 | 2026-06-30 |
| 13 | IWP | ISHARES TR | 44.3K | $6.5M | $6.0M | 1.84% | +1.2K | 2026-06-30 |
| 14 | IWS | ISHARES TR | 38.7K | $6.4M | $6.4M | 1.97% | +1.1K | 2026-06-30 |
| 15 | IEFA | ISHARES TR | 60.7K | $5.9M | $6.0M | 1.83% | -217 | 2026-06-30 |
| 16 | JPM | JPMORGAN CHASE & CO | 17.5K | $5.7M | $6.2M | 1.90% | +198 | 2026-06-30 |
| 17 | IVE | ISHARES TR | 24.5K | $5.6M | $5.7M | 1.76% | +95 | 2026-06-30 |
| 18 | SHYG | ISHARES TR | 128.1K | $5.4M | $5.3M | 1.64% | +12.8K | 2026-06-30 |
| 19 | MU | MICRON TECHNOLOGY INC | 4.4K | $5.1M | $4.1M | 1.27% | +17 | 2026-06-30 |
| 20 | EFA | ISHARES TR | 41.7K | $4.3M | $4.4M | 1.35% | -- | 2026-06-30 |
| 21 | IWN | ISHARES TR | 17.6K | $3.9M | $3.8M | 1.18% | +400 | 2026-06-30 |
| 22 | IAGG | ISHARES TR | 76.4K | $3.9M | $3.8M | 1.16% | +9.3K | 2026-06-30 |
| 23 | IVV | ISHARES TR | 5.0K | $3.7M | $3.8M | 1.16% | -29 | 2026-06-30 |
| 24 | CAT | CATERPILLAR INC | 3.4K | $3.6M | $2.7M | 0.82% | -30 | 2026-06-30 |
| 25 | XLU | SELECT SECTOR SPDR TR | 77.4K | $3.5M | $3.2M | 0.98% | -897 | 2026-06-30 |
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