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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 Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 266.0 $307K 0.14% NEW $1154.29 -19.1%
2 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 500.0 $239K 0.11% NEW $477.57 -13.3%
3 SPEM SPDR INDEX SHS FDS 3,949.0 $204K 0.10% NEW $51.78 +1.7%
4 CASY CASEYS GEN STORES INC Consumer Cyclical 256.0 $203K 0.10% NEW $794.26 -3.4%
5 GOOGL ALPHABET INC Communication Services 569.0 $203K 0.10% NEW $357.24 -6.2%

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 64.2%
Consumer Cyclical 27.3%
Financial Services 4.6%
Industrials 2.0%
Communication Services 1.8%