Investments & Financial Planning, LLC Top Holdings and 13F Report (2024) → Must-See: Elon’s New Invention is Absolutely Insane (From InvestorPlace) (Ad) About Investments & Financial Planning, LLCInvestment ActivityInvestments & Financial Planning, LLC has $145.92 million in total holdings as of March 31, 2024.Investments & Financial Planning, LLC owns shares of 33 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 14.16% of the portfolio was purchased this quarter.About 0.49% of the portfolio was sold this quarter.This quarter, Investments & Financial Planning, LLC has purchased 32 new stocks and bought additional shares in 14 stocks.Investments & Financial Planning, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Small-Cap ETF $34,433,640SPDR Portfolio S&P 500 Growth ETF $28,408,170iShares Core S&P Mid-Cap ETF $23,628,470Vanguard Mid-Cap ETF $13,535,350Capital Group Growth ETF $7,336,754 Largest New Holdings this Quarter Schwab U.S. Large-Cap Growth ETF $219,142 HoldingWalt Disney $206,911 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 311,050 shares (about $18.89M)Schwab U.S. Large-Cap Growth ETF 2,363 shares (about $219.14K)Walt Disney 1,691 shares (about $206.91K)Vanguard Mid-Cap ETF 804 shares (about $200.89K)iShares MSCI World ETF 1,285 shares (about $186.21K) Largest Sales this Quarter Vanguard Total World Stock ETF 1,176 shares (about $129.95K)Vanguard Growth ETF 259 shares (about $89.15K)iShares Short-Term National Muni Bond ETF 544 shares (about $56.98K)Vanguard Value ETF 306 shares (about $49.83K)Vanguard Small-Cap Value ETF 209 shares (about $40.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestments & Financial Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVBVanguard Small-Cap ETF$34,433,640$177,157 ▲0.5%150,63523.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$28,408,170$28,309 ▼-0.1%388,35519.5%ETFIJHiShares Core S&P Mid-Cap ETF$23,628,470$18,893,179 ▲399.0%389,01016.2%ETFVOVanguard Mid-Cap ETF$13,535,350$200,886 ▲1.5%54,1729.3%ETFCGGRCapital Group Growth ETF$7,336,754$181,991 ▲2.5%229,3455.0%ETFVTVanguard Total World Stock ETF$7,119,804$129,947 ▼-1.8%64,4334.9%ETFURTHiShares MSCI World ETF$6,644,669$186,208 ▲2.9%45,8544.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,303,685$94,395 ▲1.5%81,5384.3%ETFBIVVanguard Intermediate-Term Bond ETF$2,145,309$115,137 ▲5.7%28,4521.5%ETFNVDANVIDIA$2,059,2530.0%2,2791.4%Computer and TechnologyBNDXVanguard Total International Bond ETF$1,925,453$83,181 ▲4.5%39,1431.3%ETFVUGVanguard Growth ETF$1,472,127$89,147 ▼-5.7%4,2771.0%ETFVTVVanguard Value ETF$1,231,978$49,833 ▼-3.9%7,5650.8%ETFTSLATesla$936,258$126,569 ▲15.6%5,3260.6%Auto/Tires/TrucksSPLGSPDR Portfolio S&P 500 ETF$899,961$35,688 ▼-3.8%14,6260.6%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$798,199$85,483 ▲12.0%18,7590.5%ETFMUBiShares National Muni Bond ETF$758,195$4,412 ▼-0.6%7,0460.5%ETFVWOBVanguard Emerging Markets Government Bond ETF$573,167$24,135 ▲4.4%8,9770.4%ETFVBRVanguard Small-Cap Value ETF$561,841$40,104 ▼-6.7%2,9280.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$554,833$1,202 ▼-0.2%11,0750.4%ETFAAPLApple$509,115$60,188 ▲13.4%2,9690.3%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$507,915$34,765 ▼-6.4%3,2580.3%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$507,304$8,277 ▲1.7%4,6580.3%FinanceSPABSPDR Portfolio Aggregate Bond ETF$478,679$13,348 ▼-2.7%18,9350.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$414,281$19,103 ▼-4.4%11,5590.3%ETFVIGVanguard Dividend Appreciation ETF$340,3850.0%1,8640.2%ETFAMZNAmazon.com$339,4750.0%1,8820.2%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$295,874$56,975 ▼-16.1%2,8250.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$263,676$11,137 ▼-4.1%2,7700.2%FinanceSCHVSchwab U.S. Large-Cap Value ETF$260,428$76 ▲0.0%3,4280.2%ETFMSFTMicrosoft$246,2860.0%5850.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$219,142$219,142 ▲New Holding2,3630.2%ETFDISWalt Disney$206,911$206,911 ▲New Holding1,6910.1%Consumer DiscretionarySPEMSPDR Portfolio Emerging Markets ETF$0$205,735 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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