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David B Short

Investments & Financial Planning, Llc

Assets Managed
$183.685M
Holdings
36
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
-1.42%(2Q avg: -0.37%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Investments & Financial Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of Investments & Financial Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 183.685M in assets, with a quarterly growth rate of -1.42% and a 2-quarter average growth rate of -0.37%. The portfolio is managed by David B Short, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -0.67%
21.21%
$38.955M
148,729 shares@ $261.93 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 1.51%
19.45%
$35.726M
364,883 shares@ $97.91 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.37%
14.94%
$27.435M
406,262 shares@ $67.54 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 1.02%
9.05%
$16.618M
57,866 shares@ $287.18 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -0.26%
5.87%
$10.775M
135,922 shares@ $79.28 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 2.17%
5.6%
$10.28M
255,784 shares@ $40.2 avg price
URTH
Ishares Msci World Etf
Recent Activity
Increased 2.79%
5.48%
$10.054M
55,849 shares@ $180.03 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Decreased -1.34%
4.03%
$7.388M
53,409 shares@ $138.33 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.18%
2.36%
$4.326M
24,807 shares@ $174.4 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 17.7%
2.28%
$4.172M
54,052 shares@ $77.18 avg price

1-10 of 36