0001909307-24-000002.txt : 20240118 0001909307-24-000002.hdr.sgml : 20240118 20240118120529 ACCESSION NUMBER: 0001909307-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240118 EFFECTIVENESS DATE: 20240118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Investments & Financial Planning, LLC CENTRAL INDEX KEY: 0001909307 ORGANIZATION NAME: 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: 24540796 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 12-31-2023 12-31-2023 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 01-18-2024 0 32 133535083 false INFORMATION TABLE 2 ifp13fq42023.xml AMAZON COM INC COM 023135106 285951 1882 SH SOLE 0 0 0 1882 APPLE INC COM 037833100 503955 2618 SH SOLE 0 0 0 2618 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 6313817 223656 SH SOLE 0 0 0 223656 ISHARES INC MSCI WORLD ETF 464286392 5928537 44569 SH SOLE 0 0 0 44569 ISHARES TR SHRT NAT MUN ETF 464288158 355197 3369 SH SOLE 0 0 0 3369 ISHARES TR NATIONAL MUN ETF 464288414 768249 7087 SH SOLE 0 0 0 7087 ISHARES TR IBOXX INV CP ETF 464287242 507081 4582 SH SOLE 0 0 0 4582 ISHARES TR 0-5YR HI YL CP 46434V407 707187 16750 SH SOLE 0 0 0 16750 ISHARES TR CORE S&P MCP ETF 464287507 21606487 77960 SH SOLE 0 0 0 77960 MICROSOFT CORP COM 594918104 220109 585 SH SOLE 0 0 0 585 NVIDIA CORPORATION COM 67066G104 1128628 2279 SH SOLE 0 0 0 2279 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 240205 3427 SH SOLE 0 0 0 3427 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 205735 5810 SH SOLE 0 0 0 5810 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 411254 12092 SH SOLE 0 0 0 12092 SPDR SER TR PRTFLO S&P500 VL 78464A508 517563 11099 SH SOLE 0 0 0 11099 SPDR SER TR PRTFLO S&P500 GW 78464A409 25291552 388742 SH SOLE 0 0 0 388742 SPDR SER TR PORTFOLIO AGRGTE 78464A649 499042 19463 SH SOLE 0 0 0 19463 SPDR SER TR BLOOMBERG HIGH Y 78468R622 273458 2887 SH SOLE 0 0 0 2887 SPDR SER TR PORTFOLIO S&P500 78464A854 850007 15206 SH SOLE 0 0 0 15206 TESLA INC COM 88160R101 1144499 4606 SH SOLE 0 0 0 4606 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2056547 26925 SH SOLE 0 0 0 26925 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1848801 37452 SH SOLE 0 0 0 37452 VANGUARD INDEX FDS SM CP VAL ETF 922908611 564623 3137 SH SOLE 0 0 0 3137 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 504731 3481 SH SOLE 0 0 0 3481 VANGUARD INDEX FDS SMALL CP ETF 922908751 31969654 149860 SH SOLE 0 0 0 149860 VANGUARD INDEX FDS MID CAP ETF 922908629 12415618 53368 SH SOLE 0 0 0 53368 VANGUARD INDEX FDS GROWTH ETF 922908736 1410085 4536 SH SOLE 0 0 0 4536 VANGUARD INDEX FDS VALUE ETF 922908744 1176739 7871 SH SOLE 0 0 0 7871 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 6749831 65609 SH SOLE 0 0 0 65609 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6214105 80317 SH SOLE 0 0 0 80317 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 317626 1864 SH SOLE 0 0 0 1864 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 548210 8599 SH SOLE 0 0 0 8599