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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:  Decreased 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
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 2 - $74.75 $28,408,000 388,355 19.47% 3,116,000 -387 0.021    Closed - End Fund - E...
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 6 - $112.48 $7,120,000 64,433 4.88% 370,000 -1,176 0.036    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 12 - $350.63 $1,472,000 4,277 1.01% 62,000 -259 0.002    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 13 - $163.65 $1,232,000 7,565 0.84% 55,000 -306 0.001    Closed - End Fund - E...
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 15 - $62.27 $900,000 14,626 0.62% 50,000 -580 0.002    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 17 - $106.61 $758,000 7,046 0.52% -10,000 -41 0    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 19 - $190.08 $562,000 2,928 0.39% -3,000 -209 0.002    Closed - End Fund - E...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 20 - $50.09 $555,000 11,075 0.38% 37,000 -24 0    Closed - End Fund - E...
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 22 - $155.59 $508,000 3,258 0.35% 3,000 -223 0.004    Closed - End Fund - E...
   (LAG)1 Year Chart         LAG Lagardere S.C.A 24 - $25.00 $479,000 18,935 0.33% -20,000 -528 0.001    Closed - End Fund - E...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 25 - $36.53 $414,000 11,559 0.28% 3,000 -533 0.001    Closed - End Fund - E...
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 28 - $104.63 $296,000 2,825 0.2% -59,000 -544 0.003    Closed - End Fund - Debt
   (JNK)1 Year Chart         JNK Spdr Lehman Hyb Etf 29 - $94.49 $264,000 2,770 0.18% -9,000 -117 0.002    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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