0001909307-23-000004.txt : 20230502 0001909307-23-000004.hdr.sgml : 20230502 20230502110926 ACCESSION NUMBER: 0001909307-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230502 EFFECTIVENESS DATE: 20230502 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: 23877272 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 X0202 13F-HR LIVE false true false 0001909307 XXXXXXXX 03-31-2023 03-31-2023 Investments & Financial Planning, LLC

1795 ALYSHEBA WAY SUITE 7104 LEXINGTON KY 40509

13F HOLDINGS REPORT 028-21779 000164333 801-119021 N DAVID B SHORT 8595438188 DAVID B SHORT Lexington KY 05-02-2023 0 36 108956050 false INFORMATION TABLE 2 ifpq1202313f.xml APPLE INC COM 037833100 430605 2611 SH SOLE 0 0 0 2611 BOEING CO COM 097023105 223264 1051 SH SOLE 0 0 0 1051 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 1892849 84276 SH SOLE 0 0 0 84276 ISHARES INC MSCI WORLD ETF 464286392 2151699 18286 SH SOLE 0 0 0 18286 ISHARES TR 0-5YR HI YL CP 46434V407 729533 17503 SH SOLE 0 0 0 17503 ISHARES TR IBOXX INV CP ETF 464287242 786827 7178 SH SOLE 0 0 0 7178 ISHARES TR NATIONAL MUN ETF 464288414 755433 7012 SH SOLE 0 0 0 7012 ISHARES TR SHRT NAT MUN ETF 464288158 439657 4200 SH SOLE 0 0 0 4200 ISHARES TR CORE S&P MCP ETF 464287507 18923248 75645 SH SOLE 0 0 0 75645 ISHARES TR U.S. REAL ES ETF 464287739 1687277 19874 SH SOLE 0 0 0 19874 ISHARES TR RUS MD CP GR ETF 464287481 1894075 20803 SH SOLE 0 0 0 20803 MICROSOFT CORP COM 594918104 204463 709 SH SOLE 0 0 0 709 NVIDIA CORPORATION COM 67066G104 771377 2777 SH SOLE 0 0 0 2777 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 224009 3416 SH SOLE 0 0 0 3416 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 215516 6315 SH SOLE 0 0 0 6315 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 459567 14308 SH SOLE 0 0 0 14308 SPDR SER TR PORTFOLIO AGRGTE 78464A649 401229 15558 SH SOLE 0 0 0 15558 SPDR SER TR BLOOMBERG HIGH Y 78468R622 278606 3002 SH SOLE 0 0 0 3002 SPDR SER TR PORTFOLIO S&P500 78464A854 948123 19691 SH SOLE 0 0 0 19691 SPDR SER TR PRTFLO S&P500 GW 78464A409 21134868 381771 SH SOLE 0 0 0 381771 SPDR SER TR PRTFLO S&P500 VL 78464A508 489694 12026 SH SOLE 0 0 0 12026 TESLA INC COM 88160R101 962407 4639 SH SOLE 0 0 0 4639 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2156466 28101 SH SOLE 0 0 0 28101 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4434939 90657 SH SOLE 0 0 0 90657 VANGUARD INDEX FDS VALUE ETF 922908744 1399149 10131 SH SOLE 0 0 0 10131 VANGUARD INDEX FDS MID CAP ETF 922908629 2706292 12831 SH SOLE 0 0 0 12831 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4492311 28296 SH SOLE 0 0 0 28296 VANGUARD INDEX FDS SMALL CP ETF 922908751 19593706 103364 SH SOLE 0 0 0 103364 VANGUARD INDEX FDS GROWTH ETF 922908736 1188006 4763 SH SOLE 0 0 0 4763 VANGUARD INDEX FDS SML CP GRW ETF 922908595 415147 1918 SH SOLE 0 0 0 1918 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4268814 31840 SH SOLE 0 0 0 31840 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 220220 5451 SH SOLE 0 0 0 5451 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 7135645 77486 SH SOLE 0 0 0 77486 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4084749 53585 SH SOLE 0 0 0 53585 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 287075 1864 SH SOLE 0 0 0 1864 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 569205 9135 SH SOLE 0 0 0 9135