Portfolio (Quarterly) Guide ↗

Investments & Financial Planning, LLC

· CIK 0001909307

13F Portfolio $211M AUM 40 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 15 Added 13 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SCHW	SCHWAB CHARLES CORP	Financial Services	2,511	$236K	0.13%	SOLD

Sector Allocation

Technology 64.2%

Consumer Cyclical 27.3%

Financial Services 4.6%

Industrials 2.0%

Communication Services 1.8%