Investments & Financial Planning, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Lexington, KY
CIK
0001909307
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 33 157,911 VB, SPYG, IJH, VO 13F-HR 10/15/2024 000190930724000010
Q2 2024 33 148,947 VB, SPYG, IJH, VO 13F-HR 7/18/2024 000190930724000007
Q1 2024 33 145,916 VB, SPYG, IJH, VO 13F-HR 5/3/2024 000190930724000005
Q4 2023 32 133,535 VB, SPYG, IJH, VO 13F-HR 1/18/2024 000190930724000002
Q3 2023 33 112,166 SPYG, VB, IJH, VT 13F-HR 10/18/2023 000190930723000008
Q2 2023 35 115,455 SPYG, VB, IJH, VT 13F-HR 7/18/2023 000190930723000006
Q1 2023 36 108,956 SPYG, VB, IJH, VT 13F-HR 5/2/2023 000190930723000004
Q4 2022 36 102,055 SPYG, IJH, VB, VT 13F-HR 2/28/2023 000190930723000002
Q2 2022 34 97,064 SPYG, IJH, VB, VT 13F-HR 8/11/2022 000190930722000006
Q1 2022 33 114,389 SPYG, IJH, VB, VT 13F-HR 5/9/2022 000190930722000004
Q4 2021 32 111,396 SPYG, IJH, VB, VT 13F-HR 2/11/2022 000190930722000002