Investments & Financial Planning, LLC

Est. AUM

$183.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	SMALL CP ETF	$39.0M	148729	21.21%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$35.7M	364883	19.45%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$27.4M	406262	14.94%	SOLE
4	VANGUARD INDEX FDS	MID CAP ETF	$16.6M	57866	9.05%	SOLE
5	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$10.8M	135922	5.87%	SOLE
6	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$10.3M	255784	5.60%	SOLE
7	ISHARES INC	MSCI WORLD ETF	$10.1M	55849	5.47%	SOLE
8	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$7.4M	53409	4.02%	SOLE
9	NVIDIA CORPORATION	COM	$4.3M	24807	2.36%	SOLE
10	VANGUARD BD INDEX FDS	INTERMED TERM	$4.2M	54052	2.27%	SOLE
11	ISHARES TR	0-5YR HI YL CP	$3.0M	71535	1.65%	SOLE
12	TESLA INC	COM	$2.1M	5582	1.13%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$1.6M	3569	0.85%	SOLE
14	ISHARES TR	NATIONAL MUN ETF	$961K	9051	0.52%	SOLE
15	VANGUARD INDEX FDS	VALUE ETF	$907K	4625	0.49%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$746K	9752	0.41%	SOLE
17	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$707K	14715	0.38%	SOLE
18	MICROSOFT CORP	COM	$670K	1810	0.36%	SOLE
19	STOCK YDS BANCORP INC	COM	$662K	9982	0.36%	SOLE
20	APPLE INC	COM	$602K	2374	0.33%	SOLE
21	SCHWAB STRATEGIC TR	US LCAP VA ETF	$586K	19216	0.32%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$578K	10217	0.31%	SOLE
23	VANGUARD INDEX FDS	MCAP VL IDXVIP	$491K	2664	0.27%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$456K	17801	0.25%	SOLE
25	AMAZON COM INC	COM	$432K	2073	0.24%	SOLE
26	ISHARES TR	SHRT NAT MUN ETF	$422K	3964	0.23%	SOLE
27	VANGUARD INDEX FDS	SM CP VAL ETF	$399K	1839	0.22%	SOLE
28	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$398K	6064	0.22%	SOLE
29	SCHWAB STRATEGIC TR	US LCAP GR ETF	$390K	13391	0.21%	SOLE
30	SPDR INDEX SHS FDS	STATE STREET SPD	$388K	8495	0.21%	SOLE
31	ISHARES TR	IBOXX INV CP ETF	$375K	3440	0.20%	SOLE
32	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$253K	3953	0.14%	SOLE
33	SCHWAB CHARLES CORP	COM	$236K	2511	0.13%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$220K	2295	0.12%	SOLE
35	BOEING CO	COM	$210K	1056	0.11%	SOLE
36	ASML HLDG NV	N Y REGISTRY SHS	$205K	156	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.