Investment Planning Advisors, Inc.
108 holdingsFiling period: 2026-03-31Current AUM: $400.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 578.2K | $44.3M | $50.8M | 12.68% | +54.1K | 2026-03-31 |
| 2 | MGC | VANGUARD WORLD FD | 152.0K | $35.9M | $41.5M | 10.35% | +15.7K | 2026-03-31 |
| 3 | VCRB | VANGUARD MALVERN FDS | 365.1K | $28.2M | $27.7M | 6.91% | +74.4K | 2026-03-31 |
| 4 | RWL | INVESCO EXCH TRADED FD TR II | 243.7K | $28.0M | $32.1M | 8.01% | +77.9K | 2026-03-31 |
| 5 | FRDM | EA SERIES TRUST | 470.3K | $25.7M | $30.6M | 7.64% | -88,713 | 2026-03-31 |
| 6 | VXF | VANGUARD INDEX FDS | 119.5K | $24.6M | $28.2M | 7.04% | +12.6K | 2026-03-31 |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 98.5K | $23.4M | $27.9M | 6.96% | +34.8K | 2026-03-31 |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 373.0K | $17.0M | $16.7M | 4.16% | +3.3K | 2026-03-31 |
| 9 | SCHF | SCHWAB STRATEGIC TR | 514.3K | $12.7M | $14.1M | 3.52% | +195.8K | 2026-03-31 |
| 10 | FLOT | ISHARES TR | 211.8K | $10.8M | $10.8M | 2.70% | -- | 2026-03-31 |
| 11 | BSV | VANGUARD BD INDEX FDS | 123.0K | $9.6M | $9.5M | 2.38% | +15.0K | 2026-03-31 |
| 12 | CGCP | CAPITAL GRP FIXED INCM ETF T | 336.7K | $7.5M | $7.4M | 1.84% | +3.9K | 2026-03-31 |
| 13 | VNQ | VANGUARD INDEX FDS | 59.7K | $5.3M | $5.9M | 1.47% | -- | 2026-03-31 |
| 14 | SPGM | SPDR INDEX SHS FDS | 68.8K | $5.2M | $5.8M | 1.46% | +26.5K | 2026-03-31 |
| 15 | XOP | SPDR SERIES TRUST | 28.4K | $5.2M | $5.0M | 1.26% | -- | 2026-03-31 |
| 16 | JPEF | J P MORGAN EXCHANGE TRADED F | 65.6K | $4.7M | $5.3M | 1.31% | +1.8K | 2026-03-31 |
| 17 | FMB | FIRST TR EXCH TRADED FD III | 76.8K | $3.9M | $3.9M | 0.96% | +1.7K | 2026-03-31 |
| 18 | SPTM | SPDR SERIES TRUST | 49.1K | $3.9M | $4.5M | 1.11% | +716 | 2026-03-31 |
| 19 | OAKM | HARRIS OAKMARK ETF TRUST | 121.5K | $3.3M | $3.7M | 0.91% | +8.6K | 2026-03-31 |
| 20 | JMUB | J P MORGAN EXCHANGE TRADED F | 58.4K | $2.9M | $2.9M | 0.72% | +504 | 2026-03-31 |
| 21 | CGGR | CAPITAL GROUP GROWTH ETF | 70.7K | $2.8M | $3.2M | 0.79% | -2,118 | 2026-03-31 |
| 22 | VT | VANGUARD INTL EQUITY INDEX F | 17.5K | $2.4M | $2.7M | 0.68% | +329 | 2026-03-31 |
| 23 | SCMB | SCHWAB STRATEGIC TR | 90.9K | $2.3M | $2.3M | 0.57% | +8.6K | 2026-03-31 |
| 24 | SEPI | SCM TRUST | 89.3K | $2.2M | $2.5M | 0.62% | +17.4K | 2026-03-31 |
| 25 | JMHI | J P MORGAN EXCHANGE TRADED F | 36.9K | $1.8M | $1.8M | 0.45% | +2.2K | 2026-03-31 |
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