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Investments & Financial Planning, LLC Historic Quarter Change: USA ETF, New

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Investments & Financial Planning, LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Investments & Financial Planning, LLC opened 18 positions, added to 126, reduced 126 and sold out of 17.

  • Q2 2026: Stock SPYG; Country of operation —; Class ST STR P500GRW; Shares before 0.
  • Q2 2026: Stock CGGR; Country of operation —; Class SHS CREAT UNIT; Shares before 0.
  • Q2 2026: Stock SPYM; Country of operation United States; Class ST STR P500ETF; Shares before 0.
  • Q2 2026: Stock SPYV; Country of operation —; Class ST STR P500VAL; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1909307), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-18); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SPYG
SPDR SERIES TRUST		ST STR P500GRW0369,041+369,041$0$43,912,141+$43,912,1412026-08-13
Q2 2026CGGR
CAPITAL GROUP GROWTH ETF		SHS CREAT UNIT0261,680+261,680$0$12,351,290+$12,351,2902026-08-13
Q2 2026SPYM
SPDR SERIES TRUST		United StatesST STR P500ETF09,482+9,482$0$833,266+$833,2662026-08-13
Q2 2026SPYV
SPDR SERIES TRUST		ST STR P500VAL010,067+10,067$0$611,992+$611,9922026-08-13
Q2 2026SPAB
SPDR SERIES TRUST		ST STR AGGRE ETF016,988+16,988$0$433,537+$433,5372026-08-13
Q2 2026SPDW
SPDR INDEX SHS FDS		ST STR PO EX ETF08,231+8,231$0$414,754+$414,7542026-08-13
Q2 2026JNK
SPDR SERIES TRUST		ST BLOO HIGH ETF02,311+2,311$0$222,724+$222,7242026-08-13
Q2 2026SPEM
SPDR INDEX SHS FDS		ST PORT MARK ETF03,949+3,949$0$204,481+$204,4812026-08-13
Q1 2026SPDW
SPDR INDEX SHS FDS		STATE STREET SPD08,495+8,495$0$387,783+$387,7832026-05-11
Q1 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT03,953+3,953$0$253,328+$253,3282026-05-11
Q4 2025SPYG
SPDR SERIES TRUST		STATE STREET SPD0359,459+359,459$0$38,354,231+$38,354,2312026-02-23
Q4 2025SPYM
SPDR SERIES TRUST		United StatesSTATE STREET SPD010,335+10,335$0$829,100+$829,1002026-02-23
Q4 2025SPYV
SPDR SERIES TRUST		STATE STREET SPD010,234+10,234$0$581,409+$581,4092026-02-23
Q4 2025SPAB
SPDR SERIES TRUST		STATE STREET SPD018,133+18,133$0$466,918+$466,9182026-02-23
Q4 2025JNK
SPDR SERIES TRUST		STATE STREET SPD02,287+2,287$0$222,279+$222,2792026-02-23
Q2 2025SPEM
SPDR INDEX SHS FDS		PORTFOLIO EMG MK04,870+4,870$0$208,145+$208,1452025-08-12
Q3 2024SPEM
SPDR INDEX SHS FDS		PORTFOLIO EMG MK05,174+5,174$0$213,575+$213,5752024-10-15
Q1 2024SCHG
SCHWAB STRATEGIC TR		US LCAP GR ETF02,363+2,363$0$219,142+$219,1422024-05-03

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