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  Name: Investments & Financial Planning LLC
  City: LEXINGTON
  State: KY
  Zip: 40509
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $145,914,000
  Total Value Change : $12,377,000
  Securities Held Change : 1
   
All Securities Held : 33
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 14
  Unchanged Positions : 4
  Decreased Positions : 13

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 1 - $222.59 $34,434,000 150,635 23.6% 2,464,000 775 0.081    Closed - End Fund - E...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 3 - $59.52 $23,628,000 389,010 16.19% 2,022,000 311,050 0.167    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 4 - $246.60 $13,535,000 54,172 9.28% 1,119,000 804 0.027    Closed - End Fund - E...
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 5 - $0.00 $7,337,000 229,345 5.03% 1,023,000 5,689 0.225    N/A
   (URTH)1 Year Chart         URTH iShares Msci World 7 - $146.31 $6,645,000 45,854 4.55% 716,000 1,285 0.045    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 8 - $76.98 $6,304,000 81,538 4.32% 90,000 1,221 0.02    N/A
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 9 - $74.36 $2,145,000 28,452 1.47% 88,000 1,527 0.018    Closed - End Fund - Debt
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 11 - $48.59 $1,925,000 39,143 1.32% 76,000 1,691 0.004    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 14 - $177.81 $936,000 5,326 0.64% -208,000 720 0    Auto Manufacturers
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 16 - $42.20 $798,000 18,759 0.55% 91,000 2,009 0.002    N/A
   (VWOB)1 Year Chart         VWOB Vanguard Emerging Markets G... 18 - $63.32 $573,000 8,977 0.39% 25,000 378 0.004    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 21 - $189.98 $509,000 2,969 0.35% 5,000 351 0    Personal Computers
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 23 - $106.98 $507,000 4,658 0.35% 0 76 0.001    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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