Lynch Investment Planning, LLC
56 holdingsFiling period: 2026-06-30Current AUM: $126.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | 211.0K | $19.5M | $18.8M | 14.83% | +18.7K | 2026-06-30 |
| 2 | SPY | State Str Spdr S&P 500 ETF T | 18.1K | $13.5M | $13.3M | 10.47% | +995 | 2026-06-30 |
| 3 | BSV | Vanguard BD Index Fds | 132.8K | $10.3M | $10.2M | 8.06% | +23.2K | 2026-06-30 |
| 4 | DUHP | Dimensional ETF Trust | 232.7K | $9.7M | $9.6M | 7.56% | +2.2K | 2026-06-30 |
| 5 | IEFA | iShares TR | 85.5K | $8.3M | $8.1M | 6.39% | +7.5K | 2026-06-30 |
| 6 | QQQM | Invesco Exch Traded FD TR II | 23.6K | $7.1M | $6.4M | 5.02% | +133 | 2026-06-30 |
| 7 | IJR | iShares TR | 44.1K | $6.5M | $6.1M | 4.79% | +5.2K | 2026-06-30 |
| 8 | AGG | iShares TR | 62.3K | $6.2M | $6.0M | 4.74% | +4.6K | 2026-06-30 |
| 9 | DIA | State Str Spdr Dow Jones Ind | 11.0K | $5.7M | $5.6M | 4.43% | +761 | 2026-06-30 |
| 10 | DGRO | iShares TR | 64.7K | $4.9M | $5.2M | 4.07% | +1.2K | 2026-06-30 |
| 11 | XMMO | Invesco Exchange Traded FD T | 22.0K | $3.8M | $2.9M | 2.25% | -713 | 2026-06-30 |
| 12 | VTV | Vanguard Index Fds | 15.2K | $3.3M | $3.4M | 2.68% | +4.7K | 2026-06-30 |
| 13 | OEF | iShares TR | 7.2K | $2.6M | $2.6M | 2.05% | -510 | 2026-06-30 |
| 14 | GOOGL | Alphabet Inc | 7.0K | $2.5M | $2.0M | 1.58% | -44 | 2026-06-30 |
| 15 | AAPL | Apple Inc | 7.7K | $2.2M | $2.6M | 2.09% | -997 | 2026-06-30 |
| 16 | QQQ | Invesco Qqq TR | 2.4K | $1.8M | $1.6M | 1.25% | -14 | 2026-06-30 |
| 17 | IJH | iShares TR | 21.1K | $1.6M | $1.5M | 1.20% | -1,038 | 2026-06-30 |
| 18 | VCRM | Vanguard Mun BD Fds | 17.6K | $1.3M | $1.3M | 1.04% | +5.2K | 2026-06-30 |
| 19 | NEAR | iShares U S ETF TR | 25.2K | $1.3M | $1.3M | 1.00% | +6.5K | 2026-06-30 |
| 20 | VOO | Vanguard Index Fds | 1.8K | $1.2M | $1.2M | 0.93% | +1 | 2026-06-30 |
| 21 | AMZN | Amazon.com Inc | 4.9K | $1.2M | $1.3M | 1.01% | -6 | 2026-06-30 |
| 22 | MSFT | Microsoft Corp | 3.1K | $1.1M | $1.6M | 1.29% | -49 | 2026-06-30 |
| 23 | EFA | iShares TR | 10.8K | $1.1M | $1.1M | 0.87% | +110 | 2026-06-30 |
| 24 | BRK-B | Berkshire Hathaway Inc Del | 2.1K | $1.1M | $1.1M | 0.84% | -- | 2026-06-30 |
| 25 | JPM | JPMorgan Chase & Co | 2.6K | $836K | $854K | 0.67% | +84 | 2026-06-30 |
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