The Analysis of Investment Planning Advisors, Inc.'s Holdings
Currently, Investment Planning Advisors, Inc. holds 95 types of securities in its portfolio with a total value $343.5M. In the most recent quarter, they have increased their positions in N/A (+76.5K shares, valued at $14.6M), OAKM (+112.8K shares, valued at $3.2M), FRDM (+55.0K shares, valued at $2.8M); decreased their positions in VXF (-56.8K shares, valued at $11.9M), QQQM (-8.4K shares, valued at $2.1M), JEPQ (-9.7K shares, valued at $561.9K); initiated new positions in OAKM (+112.8K shares, valued at $3.2M), SEPI (+71.9K shares, valued at $1.9M), CGXU (+14.6K shares, valued at $432.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST524.1K shares1.34%2025-12-312026-01-20
MGC VANGUARD WORLD FD136.3K shares-0.45%2025-12-312026-01-20 FRDM EA SERIES TRUST559.0K shares10.91%2025-12-312026-01-20 VCRB VANGUARD MALVERN FDS290.7K shares5.89%2025-12-312026-01-20 VXF VANGUARD INDEX FDS106.9K shares-34.70%2025-12-312026-01-20 RWL INVESCO EXCH TRADED FD TR II165.9K shares2.53%2025-12-312026-01-20 FBND FIDELITY MERRIMACK STR TR369.7K shares4.20%2025-12-312026-01-20 QQQM INVESCO EXCH TRADED FD TR II63.7K shares-11.72%2025-12-312026-01-20 CGUS CAPITAL GROUP CORE EQUITY ET355.0K shares2.96%2025-12-312026-01-20 BINC BLACKROCK ETF TRUST II228.4K shares4.86%2025-12-312026-01-20 BSV VANGUARD BD INDEX FDS107.9K shares6.78%2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR318.5K shares12.32%2025-12-312026-01-20 CGCP CAPITAL GRP FIXED INCM ETF T332.8K shares45.86%2025-12-312026-01-20 JPEF J P MORGAN EXCHANGE TRADED F63.7K shares3.87%2025-12-312026-01-20 SPTM SPDR SERIES TRUST48.3K shares5.34%2025-12-312026-01-20 FMB FIRST TR EXCH TRADED FD III75.1K shares11.61%2025-12-312026-01-20 SPGM SPDR INDEX SHS FDS42.3K shares3.10%2025-12-312026-01-20 CGGR CAPITAL GROUP GROWTH ETF72.9K shares2.40%2025-12-312026-01-20 OAKM HARRIS OAKMARK ETF TRUST112.8K sharesnew addition2025-12-312026-01-20 JMUB J P MORGAN EXCHANGE TRADED F57.9K shares11.87%2025-12-312026-01-20 VT VANGUARD INTL EQUITY INDEX F17.2K shares5.70%2025-12-312026-01-20 SCMB SCHWAB STRATEGIC TR82.3K shares19.64%2025-12-312026-01-20 SEPI SCM TRUST71.9K sharesnew addition2025-12-312026-01-20 JMHI J P MORGAN EXCHANGE TRADED F34.7K shares1.22%2025-12-312026-01-20 IVV ISHARES TR2.4K shares3.22%2025-12-312026-01-20 GPIX GOLDMAN SACHS ETF TR30.0K shares23.63%2025-12-312026-01-20 MGK VANGUARD WORLD FD3.8K shares-0.26%2025-12-312026-01-20 MUB ISHARES TR14.6K shares7.13%2025-12-312026-01-20 AAPL APPLE INC5.1K shares8.39%2025-12-312026-01-20 CGIE CAPITAL GROUP INTERNATIONAL37.1K shares55.15%2025-12-312026-01-20 WRB BERKLEY W R CORP18.4K shares-8.00%2025-12-312026-01-20 DFAX DIMENSIONAL ETF TRUST39.0K shares3.63%2025-12-312026-01-20 VIG VANGUARD SPECIALIZED FUNDS5.7K shares0.14%2025-12-312026-01-20 MSFT MICROSOFT CORP2.3K shares4.73%2025-12-312026-01-20 SPGP INVESCO EXCHANGE TRADED FD T9.0K shares0.08%2025-12-312026-01-20 JPST J P MORGAN EXCHANGE TRADED F18.7K shares-0.93%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.2.9K shares12.69%2025-12-312026-01-20 JPIE J P MORGAN EXCHANGE TRADED F20.0K shares-0.80%2025-12-312026-01-20 FTCS FIRST TR EXCHANGE-TRADED FD9.8K shares4.30%2025-12-312026-01-20 VTI VANGUARD INDEX FDS2.7K shares0.23%2025-12-312026-01-20 SCHX SCHWAB STRATEGIC TR30.6K shares0.19%2025-12-312026-01-20 ALPHABET INC ALPHABET INC2.5K shares17.41%2025-12-312026-01-20 WMT WALMART INC7.0K shares6.27%2025-12-312026-01-20 TSLA TESLA INC1.7K shares36.90%2025-12-312026-01-20 SUB ISHARES TR6.5K shares-1.80%2025-12-312026-01-20 JEPQ J P MORGAN EXCHANGE TRADED F11.9K shares-44.80%2025-12-312026-01-20 CGGO CAPITAL GROUP GBL GROWTH EQT19.9K shares1.51%2025-12-312026-01-20 ICSH ISHARES TR13.5K shares54.82%2025-12-312026-01-20 VPU VANGUARD WORLD FD3.6K shares0.44%2025-12-312026-01-20 CGGE CAPITAL GROUP GLOBAL EQUITY19.9K shares-11.58%2025-12-312026-01-20 SPMD SPDR SERIES TRUST10.8K shares-3.14%2025-12-312026-01-20 NVDA NVIDIA CORPORATION3.3K shares2.97%2025-12-312026-01-20 SPSM SPDR SERIES TRUST12.4K shares-1.59%2025-12-312026-01-20 SO SOUTHERN CO6.4K shares4.82%2025-12-312026-01-20 VO VANGUARD INDEX FDS1.9K shares8.42%2025-12-312026-01-20 JQUA J P MORGAN EXCHANGE TRADED F8.5K shares0.16%2025-12-312026-01-20 CGMS CAPITAL GRP FIXED INCM ETF T18.2K shares17.90%2025-12-312026-01-20 SCHZ SCHWAB STRATEGIC TR21.1K shares0.00%2025-12-312026-01-20 PFF ISHARES TR15.6K shares-20.20%2025-12-312026-01-20 QUAL ISHARES TR2.3K shares-1.20%2025-12-312026-01-20 CSB VICTORY PORTFOLIOS II7.6K shares3.01%2025-12-312026-01-20 CGXU CAPITAL GROUP INTL FOCUS EQT14.6K sharesnew addition2025-12-312026-01-20 ALPS ETF TR ALPS ETF TR9.2K shares4.46%2025-12-312026-01-20 XLV SELECT SECTOR SPDR TR2.7K shares14.23%2025-12-312026-01-20 VB VANGUARD INDEX FDS1.6K shares11.89%2025-12-312026-01-20 DGRO ISHARES TR5.5K shares12.41%2025-12-312026-01-20 SRLN SSGA ACTIVE ETF TR9.3K shares2.50%2025-12-312026-01-20 XOM EXXON MOBIL CORP2.9K shares4.18%2025-12-312026-01-20 RNP COHEN & STEERS REIT & PFD &17.1K shares26.64%2025-12-312026-01-20 SPAB SPDR SERIES TRUST12.9K shares9.63%2025-12-312026-01-20 MCD MCDONALDS CORP1.1K shares21.85%2025-12-312026-01-20 AMZN AMAZON COM INC1.4K sharesnew addition2025-12-312026-01-20 XLK SELECT SECTOR SPDR TR2.2K shares124.11%2025-12-312026-01-20 TLT ISHARES TR3.5K shares4.53%2025-12-312026-01-20 VHT VANGUARD WORLD FD1.0K sharesnew addition2025-12-312026-01-20 SCHD SCHWAB STRATEGIC TR10.5K shares0.97%2025-12-312026-01-20 HELO J P MORGAN EXCHANGE TRADED F4.1K shares0.10%2025-12-312026-01-20 VYM VANGUARD WHITEHALL FDS1.9K sharesnew addition2025-12-312026-01-20 SCHG SCHWAB STRATEGIC TR8.2K shares-1.92%2025-12-312026-01-20 UPS UNITED PARCEL SERVICE INC2.7K sharesnew addition2025-12-312026-01-20 HD HOME DEPOT INC776 shares10.54%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-12-312026-01-20 KO COCA COLA CO3.6K shares7.28%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS835 shares0.12%2025-12-312026-01-20 TFI SPDR SERIES TRUST5.2K shares-28.59%2025-12-312026-01-20 SCHO SCHWAB STRATEGIC TR9.7K shares0.91%2025-12-312026-01-20 LGLV SPDR SERIES TRUST1.3K shares0.00%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW261 sharesnew addition2025-12-312026-01-20 PG PROCTER AND GAMBLE CO1.5K sharesnew addition2025-12-312026-01-20 ORCL ORACLE CORP1.1K shares-0.55%2025-12-312026-01-20 SCHA SCHWAB STRATEGIC TR7.2K shares0.25%2025-12-312026-01-20 IEF ISHARES TR2.1K shares0.29%2025-12-312026-01-20 NAK NORTHERN DYNASTY MINERALS LT13.4K sharesnew addition2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available