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Portfolio (Quarterly) Guide ↗

Investments & Financial Planning, LLC

· CIK 0001909307
13F Portfolio $186M AUM Filed Feb 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHV SCHWAB STRATEGIC TR 17,612.0 $522K 0.28% NEW $29.61 +13.5%
22 VOE VANGUARD INDEX FDS 2,682.0 $476K 0.26% NEW $177.34 +9.9%
23 SPAB SPDR SERIES TRUST 18,133.0 $467K 0.25% NEW $25.75 -1.0%
24 AMZN AMAZON COM INC Consumer Cyclical 1,859.0 $429K 0.23% NEW $230.82 +16.9%
25 SUB ISHARES TR 3,957.0 $422K 0.23% NEW $106.71 -0.2%
26 LQD ISHARES TR 3,817.0 $421K 0.23% NEW $110.18 -0.9%
27 SPDW SPDR INDEX SHS FDS 9,043.0 $402K 0.22% NEW $44.41 +14.8%
28 VBR VANGUARD INDEX FDS 1,847.0 $391K 0.21% NEW $211.76 +11.4%
29 SCHG SCHWAB STRATEGIC TR 11,886.0 $388K 0.21% NEW $32.62 +6.9%
30 MSFT MICROSOFT CORP Technology 633.0 $306K 0.16% NEW $483.45 -12.1%
31 BA BOEING CO Industrials 1,191.0 $259K 0.14% NEW $217.12 +5.3%
32 SCHW SCHWAB CHARLES CORP Financial Services 2,500.0 $250K 0.13% NEW $99.91 -15.7%
33 JNK SPDR SERIES TRUST 2,287.0 $222K 0.12% NEW $97.19 -0.5%
34 GOOGL ALPHABET INC Communication Services 707.0 $221K 0.12% NEW $312.89 +24.7%
35 DIS DISNEY WALT CO Communication Services 1,931.0 $220K 0.12% NEW $113.76 -8.8%
36 UNH UNITEDHEALTH GROUP INC Healthcare 642.0 $212K 0.11% NEW $330.21 +16.7%
37 SPEM SPDR INDEX SHS FDS 4,355.0 $204K 0.11% NEW $46.81 +12.0%
Page 2 of 2  ·  37 positions

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 58.0%
Consumer Cyclical 30.1%
Communication Services 4.5%
Industrials 2.7%
Financial Services 2.6%
Healthcare 2.2%