SEC Form 13F

Investments & Financial Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$211,180,759
Positions40

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVBSMALL CP ETF$45,325,545149,530
SPDR SERIES TRUSTSPYGST STR P500GRW$43,912,141369,041
ISHARES TRIJHCORE S&P MCP ETF$31,509,354408,629
VANGUARD INDEX FDSVOMID CAP ETF$18,917,251234,793
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$12,351,290261,680
ISHARES INCURTHMSCI WORLD ETF$11,619,67657,341
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$9,881,014125,029
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$8,359,97053,265
NVIDIA CORPORATIONNVDACOM$4,971,87624,848
VANGUARD BD INDEX FDSBIVINTERMED TERM$4,101,45853,474

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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