0001909307-22-000002.txt : 20220211 0001909307-22-000002.hdr.sgml : 20220211 20220211090149 ACCESSION NUMBER: 0001909307-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Investments & Financial Planning, LLC CENTRAL INDEX KEY: 0001909307 IRS NUMBER: 454347473 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21779 FILM NUMBER: 22617006 BUSINESS ADDRESS: STREET 1: 1795 ALYSHEBA WAY STREET 2: SUITE 7104 CITY: LEXINGTON STATE: KY ZIP: 40509 BUSINESS PHONE: 8595438188 MAIL ADDRESS: STREET 1: 1795 ALYSHEBA WAY STREET 2: SUITE 7104 CITY: LEXINGTON STATE: KY ZIP: 40509 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001909307 XXXXXXXX 12-31-2021 12-31-2021 Investments & Financial Planning, LLC

1795 ALYSHEBA WAY SUITE 7104 LEXINGTON KY 40509

13F HOLDINGS REPORT 028-21779 N DAVID B SHORT 8595438188 DAVID B SHORT Lexington KY 02-11-2021 0 32 109414 false INFORMATION TABLE 2 13f_initial.xml APPLE INC COM 037833100 468 2717 SH SOLE 0 0 0 2717 BOEING CO COM 097023105 255 1166 SH SOLE 0 0 0 1166 ISHARES TR CORE S&P MCP ETF 464287507 18897 70663 SH SOLE 0 0 0 70663 ISHARES TR U.S. REAL ES ETF 464287739 2297 22060 SH SOLE 0 0 0 22060 ISHARES TR RUS MD CP GR ETF 464287481 2409 23568 SH SOLE 0 0 0 23568 ISHARES TR IBOXX INV CP ETF 464287242 1025 8269 SH SOLE 0 0 0 8269 ISHARES TR NATIONAL MUN ETF 464288414 588 5209 SH SOLE 0 0 0 5209 ISHARES TR SHRT NAT MUN ETF 464288158 360 3400 SH SOLE 0 0 0 3400 ISHARES TR 0-5YR HI YL CP 46434V407 1433 32505 SH SOLE 0 0 0 32505 NVIDIA CORPORATION COM 67066G104 248 959 SH SOLE 0 0 0 959 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 628 17675 SH SOLE 0 0 0 17675 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 313 7403 SH SOLE 0 0 0 7403 SPDR SER TR PORTFOLIO AGRGTE 78464A649 607 21404 SH SOLE 0 0 0 21404 SPDR SER TR PORTFOLIO S&P600 78468R853 209 5031 SH SOLE 0 0 0 5031 SPDR SER TR BLOOMBERG HIGH Y 78468R622 329 3179 SH SOLE 0 0 0 3179 SPDR SER TR PORTFOLIO S&P500 78464A854 1235 23382 SH SOLE 0 0 0 23382 SPDR SER TR PRTFLO S&P500 VL 78464A508 298 7156 SH SOLE 0 0 0 7156 SPDR SER TR PRTFLO S&P500 GW 78464A409 22864 347687 SH SOLE 0 0 0 347687 TESLA INC COM 88160R101 1251 1383 SH SOLE 0 0 0 1383 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2637 31433 SH SOLE 0 0 0 31433 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5707 107149 SH SOLE 0 0 0 107149 VANGUARD INDEX FDS VALUE ETF 922908744 1750 11911 SH SOLE 0 0 0 11911 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5724 32876 SH SOLE 0 0 0 32876 VANGUARD INDEX FDS SMALL CP ETF 922908751 17569 82967 SH SOLE 0 0 0 82967 VANGUARD INDEX FDS GROWTH ETF 922908736 1308 4536 SH SOLE 0 0 0 4536 VANGUARD INDEX FDS SML CP GRW ETF 922908595 559 2242 SH SOLE 0 0 0 2242 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5379 36247 SH SOLE 0 0 0 36247 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 336 6668 SH SOLE 0 0 0 6668 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 8209 79541 SH SOLE 0 0 0 79541 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5513 69452 SH SOLE 0 0 0 69452 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 302 1864 SH SOLE 0 0 0 1864 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 689 9387 SH SOLE 0 0 0 9387