Lynch Investment Planning, LLC
55 holdingsFiling period: 2026-03-31Current AUM: $121.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | 192.2K | $17.7M | $17.4M | 14.34% | +39.1K | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 17.1K | $11.1M | $12.8M | 10.54% | +1.1K | 2026-03-31 |
| 3 | BSV | VANGUARD BD INDEX FDS | 109.6K | $8.6M | $8.5M | 7.01% | +15.0K | 2026-03-31 |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 230.5K | $8.5M | $9.5M | 7.82% | +28 | 2026-03-31 |
| 5 | IEFA | ISHARES TR | 77.9K | $7.1M | $7.7M | 6.31% | +27.8K | 2026-03-31 |
| 6 | AGG | ISHARES TR | 57.6K | $5.7M | $5.6M | 4.63% | +7.0K | 2026-03-31 |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 23.4K | $5.6M | $6.6M | 5.47% | +1.3K | 2026-03-31 |
| 8 | IJR | ISHARES TR | 38.9K | $4.8M | $5.7M | 4.66% | +12.7K | 2026-03-31 |
| 9 | DIA | STATE STR SPDR DOW JONES IND | 10.2K | $4.7M | $5.4M | 4.42% | +1.1K | 2026-03-31 |
| 10 | DGRO | ISHARES TR | 63.5K | $4.5M | $5.0M | 4.08% | +534 | 2026-03-31 |
| 11 | XMMO | INVESCO EXCHANGE TRADED FD T | 22.8K | $3.3M | $3.5M | 2.89% | +759 | 2026-03-31 |
| 12 | OEF | ISHARES TR | 7.7K | $2.4M | $2.8M | 2.33% | -6,131 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 8.7K | $2.2M | $2.7M | 2.22% | +720 | 2026-03-31 |
| 14 | VTV | VANGUARD INDEX FDS | 10.5K | $2.1M | $2.3M | 1.90% | +3.1K | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 7.1K | $2.0M | $2.5M | 2.08% | -79 | 2026-03-31 |
| 16 | IJH | ISHARES TR | 22.1K | $1.5M | $1.7M | 1.37% | -4,005 | 2026-03-31 |
| 17 | QQQ | INVESCO QQQ TR | 2.4K | $1.4M | $1.7M | 1.37% | -39 | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 3.1K | $1.2M | $1.5M | 1.20% | -113 | 2026-03-31 |
| 19 | VOO | VANGUARD INDEX FDS | 1.8K | $1.0M | $1.2M | 0.99% | +28 | 2026-03-31 |
| 20 | EFA | ISHARES TR | 10.7K | $1.0M | $1.1M | 0.93% | -1,360 | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 4.9K | $1.0M | $1.3M | 1.10% | -20 | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.1K | $1.0M | $1.0M | 0.84% | -88 | 2026-03-31 |
| 23 | NEAR | ISHARES U S ETF TR | 18.8K | $955K | $950K | 0.78% | +798 | 2026-03-31 |
| 24 | VCRM | VANGUARD MUN BD FDS | 12.4K | $930K | $928K | 0.77% | +2.9K | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 2.5K | $726K | $868K | 0.72% | -71 | 2026-03-31 |
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