Investments & Financial Planning, LLC
36 holdingsFiling period: 2026-03-31Current AUM: $205.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD INDEX FDS | 148.7K | $39.0M | $43.9M | 21.32% | -1,013 | 2026-03-31 |
| 2 | SPYG | SPDR SERIES TRUST | 364.9K | $35.7M | $42.7M | 20.76% | +5.4K | 2026-03-31 |
| 3 | IJH | ISHARES TR | 406.3K | $27.4M | $30.6M | 14.85% | +1.5K | 2026-03-31 |
| 4 | VO | VANGUARD INDEX FDS | 57.9K | $16.6M | $18.7M | 9.10% | +581 | 2026-03-31 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 135.9K | $10.8M | $10.7M | 5.19% | -362 | 2026-03-31 |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | 255.8K | $10.3M | $11.5M | 5.57% | +5.4K | 2026-03-31 |
| 7 | URTH | ISHARES INC | 55.8K | $10.1M | $11.4M | 5.51% | +1.5K | 2026-03-31 |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 53.4K | $7.4M | $8.3M | 4.04% | -729 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 24.8K | $4.3M | $5.0M | 2.42% | +527 | 2026-03-31 |
| 10 | BIV | VANGUARD BD INDEX FDS | 54.1K | $4.2M | $4.1M | 1.98% | +8.1K | 2026-03-31 |
| 11 | SHYG | ISHARES TR | 71.5K | $3.0M | $3.0M | 1.46% | +12.1K | 2026-03-31 |
| 12 | TSLA | TESLA INC | 5.6K | $2.1M | $1.7M | 0.84% | +25 | 2026-03-31 |
| 13 | VUG | VANGUARD INDEX FDS | 3.6K | $1.6M | $1.8M | 0.89% | -14 | 2026-03-31 |
| 14 | MUB | ISHARES TR | 9.1K | $960K | $955K | 0.46% | +172 | 2026-03-31 |
| 15 | VTV | VANGUARD INDEX FDS | 4.6K | $907K | $1.0M | 0.49% | -111 | 2026-03-31 |
| 16 | SPYM | SPDR SERIES TRUST | 9.8K | $746K | $857K | 0.42% | -583 | 2026-03-31 |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | 14.7K | $707K | $703K | 0.34% | -4,800 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 1.8K | $670K | $841K | 0.41% | +1.2K | 2026-03-31 |
| 19 | SYBT | STOCK YDS BANCORP INC | 10.0K | $661K | $849K | 0.41% | -- | 2026-03-31 |
| 20 | AAPL | APPLE INC | 2.4K | $602K | $733K | 0.36% | -602 | 2026-03-31 |
| 21 | SCHV | SCHWAB STRATEGIC TR | 19.2K | $586K | $655K | 0.32% | +1.6K | 2026-03-31 |
| 22 | SPYV | SPDR SERIES TRUST | 10.2K | $578K | $634K | 0.31% | -17 | 2026-03-31 |
| 23 | VOE | VANGUARD INDEX FDS | 2.7K | $491K | $546K | 0.26% | -18 | 2026-03-31 |
| 24 | SPAB | SPDR SERIES TRUST | 17.8K | $456K | $447K | 0.22% | -332 | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 2.1K | $431K | $562K | 0.27% | +214 | 2026-03-31 |
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