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	$152,295 96.5% of portfolio	11	16	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$2,796 1.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,440 0.91% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$692 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$351 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$252 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts

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