0001909307-22-000004.txt : 20220509 0001909307-22-000004.hdr.sgml : 20220509 20220509100918 ACCESSION NUMBER: 0001909307-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220509 DATE AS OF CHANGE: 20220509 EFFECTIVENESS DATE: 20220509 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: 22903606 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 03-31-2022 03-31-2022 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 05-09-2022 0 33 114389 false INFORMATION TABLE 2 ifpq1202213f.xml APPLE INC COM 037833100 475 2717 SH SOLE 0 0 0 2717 BOEING CO COM 097023105 223 1166 SH SOLE 0 0 0 1166 ISHARES TR CORE S&P MCP ETF 464287507 19551 72857 SH SOLE 0 0 0 72857 ISHARES TR U.S. REAL ES ETF 464287739 2451 22645 SH SOLE 0 0 0 22645 ISHARES TR RUS MD CP GR ETF 464287481 2438 24256 SH SOLE 0 0 0 24256 ISHARES TR IBOXX INV CP ETF 464287242 1004 8299 SH SOLE 0 0 0 8299 ISHARES TR NATIONAL MUN ETF 464288414 571 5212 SH SOLE 0 0 0 5212 ISHARES TR SHRT NAT MUN ETF 464288158 343 3281 SH SOLE 0 0 0 3281 ISHARES TR 0-5YR HI YL CP 46434V407 1309 29774 SH SOLE 0 0 0 29774 MICROSOFT CORP COM 594918104 238 773 SH SOLE 0 0 0 773 NVIDIA CORPORATION COM 67066G104 402 1473 SH SOLE 0 0 0 1473 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 612 17849 SH SOLE 0 0 0 17849 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 290 7501 SH SOLE 0 0 0 7501 SPDR SER TR PORTFOLIO AGRGTE 78464A649 593 21355 SH SOLE 0 0 0 21355 SPDR SER TR PORTFOLIO S&P600 78468R853 212 5041 SH SOLE 0 0 0 5041 SPDR SER TR BLOOMBERG HIGH Y 78468R622 329 3209 SH SOLE 0 0 0 3209 SPDR SER TR PORTFOLIO S&P500 78464A854 1254 23597 SH SOLE 0 0 0 23597 SPDR SER TR PRTFLO S&P500 GW 78464A409 23790 359308 SH SOLE 0 0 0 359308 SPDR SER TR PRTFLO S&P500 VL 78464A508 299 7170 SH SOLE 0 0 0 7170 TESLA INC COM 88160R101 1525 1415 SH SOLE 0 0 0 1415 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2566 31329 SH SOLE 0 0 0 31329 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5666 108044 SH SOLE 0 0 0 108044 VANGUARD INDEX FDS VALUE ETF 922908744 1768 11961 SH SOLE 0 0 0 11961 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5897 33519 SH SOLE 0 0 0 33519 VANGUARD INDEX FDS SMALL CP ETF 922908751 18245 85853 SH SOLE 0 0 0 85853 VANGUARD INDEX FDS GROWTH ETF 922908736 1307 4546 SH SOLE 0 0 0 4546 VANGUARD INDEX FDS SML CP GRW ETF 922908595 561 2261 SH SOLE 0 0 0 2261 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 5551 37085 SH SOLE 0 0 0 37085 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 309 6702 SH SOLE 0 0 0 6702 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 8366 82598 SH SOLE 0 0 0 82598 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5290 67740 SH SOLE 0 0 0 67740 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 302 1864 SH SOLE 0 0 0 1864 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 652 9328 SH SOLE 0 0 0 9328