Townsend Financial Planning, LLC - Portfolio overview

Townsend Financial Planning, LLC has 29 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 25.23%
2. AGG - ISHARES TR, 11.95%
3. IJH - ISHARES TR, 11.54%

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

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