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 27 stocks	$148,192 96.28% of portfolio	17	10	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$2,605 1.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,440 0.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$660 0.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$358 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$237 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$224 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$203 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts

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