INVESTMENT PARTNERS, LTD.
153 holdingsFiling period: 2026-03-31Current AUM: $311.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 277.6K | $17.8M | $19.6M | 6.30% | +10.3K | 2026-03-31 |
| 2 | IWF | ISHARES TR | 34.7K | $14.8M | $16.4M | 5.28% | -1,155 | 2026-03-31 |
| 3 | IWD | ISHARES TR | 56.8K | $12.1M | $14.3M | 4.59% | -38 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 35.3K | $9.0M | $10.9M | 3.50% | -26 | 2026-03-31 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 155.0K | $8.4M | $9.1M | 2.93% | -2,764 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 46.3K | $8.1M | $9.3M | 2.98% | -838 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 20.2K | $7.5M | $9.4M | 3.02% | -157 | 2026-03-31 |
| 8 | BSV | VANGUARD BD INDEX FDS | 92.3K | $7.2M | $7.2M | 2.30% | +7.5K | 2026-03-31 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 30.4K | $6.5M | $7.3M | 2.34% | -109 | 2026-03-31 |
| 10 | IGSB | ISHARES TR | 119.7K | $6.3M | $6.2M | 2.01% | +6.8K | 2026-03-31 |
| 11 | IVW | ISHARES TR | 55.0K | $6.2M | $7.4M | 2.39% | +1.3K | 2026-03-31 |
| 12 | IWP | ISHARES TR | 43.1K | $5.5M | $5.9M | 1.90% | -148 | 2026-03-31 |
| 13 | IEFA | ISHARES TR | 60.9K | $5.5M | $6.0M | 1.92% | -840 | 2026-03-31 |
| 14 | IWS | ISHARES TR | 37.6K | $5.5M | $6.3M | 2.02% | -915 | 2026-03-31 |
| 15 | LLY | ELI LILLY & CO | 5.8K | $5.3M | $6.6M | 2.13% | +23 | 2026-03-31 |
| 16 | IVE | ISHARES TR | 24.4K | $5.2M | $5.7M | 1.82% | +683 | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO | 17.3K | $5.1M | $6.1M | 1.95% | -25 | 2026-03-31 |
| 18 | SHYG | ISHARES TR | 115.4K | $4.9M | $4.9M | 1.56% | -9,838 | 2026-03-31 |
| 19 | EFA | ISHARES TR | 41.7K | $4.0M | $4.4M | 1.41% | -51 | 2026-03-31 |
| 20 | XLU | SELECT SECTOR SPDR TR | 78.3K | $3.6M | $3.5M | 1.12% | -67 | 2026-03-31 |
| 21 | IAGG | ISHARES TR | 67.0K | $3.4M | $3.3M | 1.07% | +6.8K | 2026-03-31 |
| 22 | IVV | ISHARES TR | 5.0K | $3.3M | $3.8M | 1.21% | -118 | 2026-03-31 |
| 23 | IWN | ISHARES TR | 17.2K | $3.3M | $3.8M | 1.22% | -439 | 2026-03-31 |
| 24 | SLV | ISHARES SILVER TR | 43.6K | $3.0M | $2.3M | 0.73% | +735 | 2026-03-31 |
| 25 | USMV | ISHARES TR | 31.2K | $2.9M | $3.1M | 0.98% | -5,270 | 2026-03-31 |
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