The Analysis of Investments & Financial Planning, LLC's Holdings
Currently, Investments & Financial Planning, LLC holds 37 types of securities in its portfolio with a total value $186.3M. In the most recent quarter, they have increased their positions in VCSH (+49.7K shares, valued at $4.0M), SHYG (+6.7K shares, valued at $287.4K), N/A (+707 shares, valued at $221.2K); decreased their positions in SPYG (-10.4K shares, valued at $1.1M), VT (-6.0K shares, valued at $849.6K), VB (-3.0K shares, valued at $780.3K); initiated new positions in N/A (+707 shares, valued at $221.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VB VANGUARD INDEX FDS149.7K shares-1.98%2025-12-312026-02-23
SPYG SPDR SERIES TRUST359.5K shares-2.81%2025-12-312026-02-23 IJH ISHARES TR404.8K shares-0.62%2025-12-312026-02-23 VO VANGUARD INDEX FDS57.3K shares-2.29%2025-12-312026-02-23 CGGR CAPITAL GROUP GROWTH ETF250.4K shares-5.71%2025-12-312026-02-23 VCSH VANGUARD SCOTTSDALE FDS136.3K shares57.31%2025-12-312026-02-23 URTH ISHARES INC54.3K shares-1.10%2025-12-312026-02-23 VT VANGUARD INTL EQUITY INDEX F54.1K shares-10.01%2025-12-312026-02-23 NVDA NVIDIA CORPORATION24.3K shares0.18%2025-12-312026-02-23 BIV VANGUARD BD INDEX FDS45.9K shares4.32%2025-12-312026-02-23 SHYG ISHARES TR59.4K shares12.73%2025-12-312026-02-23 TSLA TESLA INC5.6K shares0.00%2025-12-312026-02-23 VUG VANGUARD INDEX FDS3.6K shares-9.45%2025-12-312026-02-23 MUB ISHARES TR8.9K shares5.09%2025-12-312026-02-23 BNDX VANGUARD CHARLOTTE FDS19.5K shares-14.77%2025-12-312026-02-23 VTV VANGUARD INDEX FDS4.7K shares-37.24%2025-12-312026-02-23 SPYM SPDR SERIES TRUST10.3K shares-9.90%2025-12-312026-02-23 AAPL APPLE INC3.0K shares0.00%2025-12-312026-02-23 SPYV SPDR SERIES TRUST10.2K shares-10.24%2025-12-312026-02-23 VWOB VANGUARD WHITEHALL FDS8.3K shares-25.24%2025-12-312026-02-23 SCHV SCHWAB STRATEGIC TR17.6K shares26.94%2025-12-312026-02-23 VOE VANGUARD INDEX FDS2.7K shares-0.45%2025-12-312026-02-23 SPAB SPDR SERIES TRUST18.1K shares10.67%2025-12-312026-02-23 AMZN AMAZON COM INC1.9K shares-2.62%2025-12-312026-02-23 SUB ISHARES TR4.0K shares-0.83%2025-12-312026-02-23 LQD ISHARES TR3.8K shares-11.56%2025-12-312026-02-23 SPDW SPDR INDEX SHS FDS9.0K shares-6.82%2025-12-312026-02-23 VBR VANGUARD INDEX FDS1.8K shares-1.55%2025-12-312026-02-23 SCHG SCHWAB STRATEGIC TR11.9K shares28.01%2025-12-312026-02-23 MSFT MICROSOFT CORP633 shares0.00%2025-12-312026-02-23 BA BOEING CO1.2K shares0.00%2025-12-312026-02-23 SCHW SCHWAB CHARLES CORP2.5K shares-1.92%2025-12-312026-02-23 ALPHABET INC ALPHABET INC707 sharesnew addition2025-12-312026-02-23 DIS DISNEY WALT CO1.9K shares0.00%2025-12-312026-02-23 UNH UNITEDHEALTH GROUP INC642 shares0.00%2025-12-312026-02-23 SPEM SPDR INDEX SHS FDS4.4K shares-4.39%2025-12-312026-02-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available