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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 VCSH VANGUARD SCOTTSDALE FDS 125,029.0 $9.9M 4.68% -11K -8.0% $79.03 -1.2%
2 BIV VANGUARD BD INDEX FDS 53,474.0 $4.1M 1.94% -578.0 -1.1% $76.70 -2.4%
3 SPYM SPDR SERIES TRUST 9,482.0 $833K 0.40% -270.0 -2.8% $87.88 +2.0%
4 BNDX VANGUARD CHARLOTTE FDS 13,955.0 $676K 0.32% -760.0 -5.2% $48.43 -2.4%
5 SPYV SPDR SERIES TRUST 10,067.0 $612K 0.29% -150.0 -1.5% $60.79 +3.8%
6 SYBT STOCK YDS BANCORP INC Financial Services 6,719.0 $514K 0.24% -3K -32.7% $76.47 +2.5%
7 AMZN AMAZON COM INC Consumer Cyclical 2,053.0 $489K 0.23% -20.0 -1.0% $238.34 +7.0%
8 SCHG SCHWAB STRATEGIC TR 13,299.0 $450K 0.21% -92.0 -0.7% $33.84 +4.2%
9 SPAB SPDR SERIES TRUST 16,988.0 $434K 0.20% -813.0 -4.6% $25.52 -2.3%
10 SPDW SPDR INDEX SHS FDS 8,231.0 $415K 0.20% -264.0 -3.1% $50.39 +1.5%
11 LQD ISHARES TR 3,410.0 $372K 0.18% -30.0 -0.9% $109.05 -3.5%
12 VWOB VANGUARD WHITEHALL FDS 4,900.0 $329K 0.16% -1K -19.2% $67.24 -2.7%
13 ASML ASML HLDG NV Technology 127.0 $252K 0.12% -29.0 -18.6% $1981.86 -16.0%

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%