Long-term investor
Investments & Financial Planning, LLC @investmentsfinancialplan
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001909307).
Record
- Tracked since 2025-12-31 (261 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +11.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VB · 21.5% · long · since 2025-12-31
- SPYG · 20.8% · long · since 2025-12-31
- IJH · 14.9% · long · since 2025-12-31
- VO · 9.0% · long · since 2025-12-31
- CGGR · 5.8% · long · since 2025-12-31
- URTH · 5.5% · long · since 2025-12-31
- VCSH · 4.7% · long · since 2025-12-31
- VT · 4.0% · long · since 2025-12-31
- NVDA · 2.4% · long · since 2025-12-31
- BIV · 1.9% · long · since 2025-12-31
- SHYG · 1.5% · long · since 2025-12-31
- TSLA · 1.1% · long · since 2025-12-31