0001909307-23-000006.txt : 20230718 0001909307-23-000006.hdr.sgml : 20230718 20230718134328 ACCESSION NUMBER: 0001909307-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230718 DATE AS OF CHANGE: 20230718 EFFECTIVENESS DATE: 20230718 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: 231093762 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 true 0001909307 XXXXXXXX 06-30-2023 06-30-2023 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 Short LEXINGTON, KY KY 07-18-2023 0 35 115455062 false INFORMATION TABLE 2 13f63023ifpllc.xml 13F AMAZON COM INC COM 023135106 237907 1825 SH SOLE 0 0 0 1825 APPLE INC COM 037833100 507568 2617 SH SOLE 0 0 0 2617 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 2683600 106365 SH SOLE 0 0 0 106365 ISHARES INC MSCI WORLD ETF 464286392 2685173 21564 SH SOLE 0 0 0 21564 ISHARES TR SHRT NAT MUN ETF 464288158 394021 3787 SH SOLE 0 0 0 3787 ISHARES TR NATIONAL MUN ETF 464288414 711081 6662 SH SOLE 0 0 0 6662 ISHARES TR IBOXX INV CP ETF 464287242 721938 6676 SH SOLE 0 0 0 6676 ISHARES TR U.S. REAL ES ETF 464287739 1607226 18572 SH SOLE 0 0 0 18572 ISHARES TR 0-5YR HI YL CP 46434V407 685520 16538 SH SOLE 0 0 0 16538 ISHARES TR CORE S&P MCP ETF 464287507 19846412 75900 SH SOLE 0 0 0 75900 ISHARES TR RUS MD CP GR ETF 464287481 1886292 19521 SH SOLE 0 0 0 19521 NVIDIA CORPORATION COM 67066G104 991575 2344 SH SOLE 0 0 0 2344 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 229249 3417 SH SOLE 0 0 0 3417 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 460913 14165 SH SOLE 0 0 0 14165 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 212543 6182 SH SOLE 0 0 0 6182 SPDR SER TR PRTFLO S&P500 GW 78464A409 23295157 381825 SH SOLE 0 0 0 381825 SPDR SER TR PORTFOLIO AGRGTE 78464A649 382341 15071 SH SOLE 0 0 0 15071 SPDR SER TR PRTFLO S&P500 VL 78464A508 520036 12038 SH SOLE 0 0 0 12038 SPDR SER TR BLOOMBERG HIGH Y 78468R622 262580 2853 SH SOLE 0 0 0 2853 SPDR SER TR PORTFOLIO S&P500 78464A854 1023677 19645 SH SOLE 0 0 0 19645 TESLA INC COM 88160R101 1204927 4603 SH SOLE 0 0 0 4603 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2014221 26774 SH SOLE 0 0 0 26774 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 3984902 81524 SH SOLE 0 0 0 81524 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4360147 26361 SH SOLE 0 0 0 26361 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4153874 30018 SH SOLE 0 0 0 30018 VANGUARD INDEX FDS SMALL CP ETF 922908751 21364114 107417 SH SOLE 0 0 0 107417 VANGUARD INDEX FDS MID CAP ETF 922908629 3555033 16147 SH SOLE 0 0 0 16147 VANGUARD INDEX FDS SML CP GRW ETF 922908595 416522 1813 SH SOLE 0 0 0 1813 VANGUARD INDEX FDS GROWTH ETF 922908736 1341855 4742 SH SOLE 0 0 0 4742 VANGUARD INDEX FDS VALUE ETF 922908744 1437973 10119 SH SOLE 0 0 0 10119 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 7361985 75912 SH SOLE 0 0 0 75912 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 206192 5069 SH SOLE 0 0 0 5069 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3836822 50711 SH SOLE 0 0 0 50711 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 302770 1864 SH SOLE 0 0 0 1864 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 568916 9136 SH SOLE 0 0 0 9136