Portfolio (Quarterly)
Guide ↗
Investments & Financial Planning, LLC
· CIK 0001909307| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SYBT | STOCK YDS BANCORP INC | Financial Services | 9,982.0 | $662K | 0.36% | NEW | — | $66.29 | +8.0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,953.0 | $253K | 0.14% | NEW | — | $64.08 | +11.3% |
| 3 | ASML | ASML HLDG NV | Technology | 156.0 | $205K | 0.11% | NEW | — | $1316.73 | +21.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
61.6%
Consumer Cyclical
26.6%
Financial Services
9.5%
Industrials
2.2%