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Portfolio (Quarterly) Guide ↗

Investments & Financial Planning, LLC

· CIK 0001909307
13F Portfolio $184M AUM 36 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 12 Added 12 Reduced 4 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHV SCHWAB STRATEGIC TR 19,216.0 $586K 0.32% +2K +9.1% $30.50 +9.9%
22 SPYV SPDR SERIES TRUST 10,217.0 $578K 0.32% $56.58 +8.0%
23 VOE VANGUARD INDEX FDS 2,664.0 $491K 0.27% -18.0 -0.7% $184.31 +5.9%
24 SPAB SPDR SERIES TRUST 17,801.0 $456K 0.25% -332.0 -1.8% $25.62 -0.6%
25 AMZN AMAZON COM INC Consumer Cyclical 2,073.0 $432K 0.23% +214.0 +11.5% $208.27 +30.3%
26 SUB ISHARES TR 3,964.0 $422K 0.23% $106.49 -0.1%
27 VBR VANGUARD INDEX FDS 1,839.0 $399K 0.22% $217.21 +8.5%
28 VWOB VANGUARD WHITEHALL FDS 6,064.0 $398K 0.22% -2K -27.1% $65.69 +1.8%
29 SCHG SCHWAB STRATEGIC TR 13,391.0 $390K 0.21% +2K +12.7% $29.13 +18.7%
30 SPDW SPDR INDEX SHS FDS 8,495.0 $388K 0.21% -548.0 -6.1% $45.65 +11.4%
31 LQD ISHARES TR 3,440.0 $375K 0.20% -377.0 -9.9% $108.99 -0.1%
32 VEA VANGUARD TAX-MANAGED FDS 3,953.0 $253K 0.14% NEW $64.08 +11.4%
33 SCHW SCHWAB CHARLES CORP Financial Services 2,511.0 $236K 0.13% $93.99 -9.1%
34 JNK SPDR SERIES TRUST 2,295.0 $220K 0.12% $95.72 +0.9%
35 BA BOEING CO Industrials 1,056.0 $210K 0.11% -135.0 -11.3% $199.03 +12.1%
36 ASML ASML HLDG NV Technology 156.0 $205K 0.11% NEW $1316.73 +21.3%
Page 2 of 2  ·  36 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 61.6%
Consumer Cyclical 26.6%
Financial Services 9.5%
Industrials 2.2%