0001909307-24-000005.txt : 20240503 0001909307-24-000005.hdr.sgml : 20240503 20240503155712 ACCESSION NUMBER: 0001909307-24-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 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: 24912802 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 false false 0001909307 XXXXXXXX 03-31-2024 03-31-2024 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 05-03-2024 0 33 145916587 false INFORMATION TABLE 2 ifp13f33124.xml AMAZON COM INC COM 023135106 339475 1882 SH SOLE 0 0 0 1882 APPLE INC COM 037833100 509115 2969 SH SOLE 0 0 0 2969 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 7336754 229345 SH SOLE 0 0 0 229345 DISNEY WALT CO COM 254687106 206911 1691 SH SOLE 0 0 0 1691 ISHARES INC MSCI WORLD ETF 464286392 6644669 45854 SH SOLE 0 0 0 45854 ISHARES TR IBOXX INV CP ETF 464287242 507304 4658 SH SOLE 0 0 0 4658 ISHARES TR SHRT NAT MUN ETF 464288158 295874 2825 SH SOLE 0 0 0 2825 ISHARES TR NATIONAL MUN ETF 464288414 758195 7046 SH SOLE 0 0 0 7046 ISHARES TR 0-5YR HI YL CP 46434V407 798199 18759 SH SOLE 0 0 0 18759 ISHARES TR CORE S&P MCP ETF 464287507 23628470 389010 SH SOLE 0 0 0 389010 MICROSOFT CORP COM 594918104 246286 585 SH SOLE 0 0 0 585 NVIDIA CORPORATION COM 67066G104 2059253 2279 SH SOLE 0 0 0 2279 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 219142 2363 SH SOLE 0 0 0 2363 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 260428 3428 SH SOLE 0 0 0 3428 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 414281 11559 SH SOLE 0 0 0 11559 SPDR SER TR PRTFLO S&P500 GW 78464A409 28408170 388355 SH SOLE 0 0 0 388355 SPDR SER TR PORTFOLIO AGRGTE 78464A649 478679 18935 SH SOLE 0 0 0 18935 SPDR SER TR BLOOMBERG HIGH Y 78468R622 263676 2770 SH SOLE 0 0 0 2770 SPDR SER TR PRTFLO S&P500 VL 78464A508 554833 11075 SH SOLE 0 0 0 11075 SPDR SER TR PORTFOLIO S&P500 78464A854 899961 14626 SH SOLE 0 0 0 14626 TESLA INC COM 88160R101 936258 5326 SH SOLE 0 0 0 5326 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2145309 28452 SH SOLE 0 0 0 28452 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1925453 39143 SH SOLE 0 0 0 39143 VANGUARD INDEX FDS SM CP VAL ETF 922908611 561841 2928 SH SOLE 0 0 0 2928 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 507915 3258 SH SOLE 0 0 0 3258 VANGUARD INDEX FDS MID CAP ETF 922908629 13535350 54172 SH SOLE 0 0 0 54172 VANGUARD INDEX FDS SMALL CP ETF 922908751 34433640 150635 SH SOLE 0 0 0 150635 VANGUARD INDEX FDS GROWTH ETF 922908736 1472127 4277 SH SOLE 0 0 0 4277 VANGUARD INDEX FDS VALUE ETF 922908744 1231978 7565 SH SOLE 0 0 0 7565 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 7119804 64433 SH SOLE 0 0 0 64433 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 6303685 81538 SH SOLE 0 0 0 81538 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 340385 1864 SH SOLE 0 0 0 1864 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 573167 8977 SH SOLE 0 0 0 8977