Investments & Financial Planning, LLC - Portfolio overview

Investments & Financial Planning, LLC has 41 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VB - VANGUARD INDEX FDS, 20.98%
2. SPYG - SPDR SERIES TRUST, 19.24%
3. IJH - ISHARES TR, 14.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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