Investments & Financial Planning, LLC: 13F holdings
CIK 19093072026Q2
| Positions | 40 |
|---|---|
| Reported value | $211.2m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VB VANGUARD INDEX FDS | 149,530 | $45.3m | 21.5% |
| SPYG SPDR SERIES TRUST | 369,041 | $43.9m | 20.8% |
| IJH ISHARES TR | 408,629 | $31.5m | 14.9% |
| VO VANGUARD INDEX FDS | 234,793 | $18.9m | 9.0% |
| CGGR CAPITAL GROUP GROWTH ETF | 261,680 | $12.4m | 5.8% |
| URTH ISHARES INC | 57,341 | $11.6m | 5.5% |
| VCSH VANGUARD SCOTTSDALE FDS | 125,029 | $9.9m | 4.7% |
| ACWI VANGUARD INTL EQUITY INDEX F | 53,265 | $8.4m | 4.0% |
| NVDA NVIDIA CORPORATION | 24,848 | $5.0m | 2.4% |
| BIV VANGUARD BD INDEX FDS | 53,474 | $4.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1909307")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.