Investments & Financial Planning, LLC Portfolio Holdings by Sector

Investments & Financial Planning, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VB SPYG IJH VO CGGR URTH VT VCSH 28 stocks	$165,668 95.47% of portfolio	15	13	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$3,826 2.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,765 1.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$610 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$418 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$314 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$249 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$238 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$232 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$200 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts

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