Investment-Planning-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  "WRB",
  null,
  null,
  null,
  null,
  null,
  null,
  "ETW",
  null,
  "MUB",
  null,
  null,
  null,
  "RNP",
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  null,
  "IVV",
  "AAPL",
  "NVDA",
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  "SPLG",
  "IBM",
  "VO",
  "VXF",
  "ETV",
  "VIG",
  null,
  null,
  null,
  "MGK",
  "BSV",
  "VT",
  "VB",
  null,
  null,
  "WMT",
  null,
  null,
  null,
  null,
  null,
  null,
  "SO",
  null,
  null,
  null,
  "DGRO",
  null,
  null,
  "BRK-B",
  "KO",
  "DFAX",
  "RSP",
  null,
  "TSLA",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 70
Total Value: 246111649
Accession Number: 0002024049-25-000002
Form Type: 13F-HR
CIK: investment-planning-advisors
Manager Name: Investment-Planning-Advisors

Data Enrichment

44% identified

31 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

70 positions • $246.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46654Q781

Shares:445.8K

Value:$28.4M

% of Portfolio:11.5% ($28.4M/$246.1M)

78464A854

SPLG|78464A854

Shares:369.8K

Value:$24.3M

% of Portfolio:9.9% ($24.3M/$246.1M)

922908652

VXF|922908652

Shares:127.4K

Value:$21.9M

% of Portfolio:8.9% ($21.9M/$246.1M)

14020V108

Shares:652.4K

Value:$21.8M

% of Portfolio:8.9% ($21.8M/$246.1M)

14020Y102

Shares:865.6K

Value:$19.4M

% of Portfolio:7.9% ($19.4M/$246.1M)

46138G649

Shares:65.3K

Value:$12.6M

% of Portfolio:5.1% ($12.6M/$246.1M)

78464A805

Shares:176.3K

Value:$12.0M

% of Portfolio:4.9% ($12.0M/$246.1M)

46641Q159

Shares:226.2K

Value:$10.4M

% of Portfolio:4.2% ($10.4M/$246.1M)

316188309

Shares:223.7K

Value:$10.2M

% of Portfolio:4.1% ($10.2M/$246.1M)

092528603

Shares:176.4K

Value:$9.2M

% of Portfolio:3.8% ($9.2M/$246.1M)

14020X104

Shares:315.3K

Value:$8.9M

% of Portfolio:3.6% ($8.9M/$246.1M)

02072L607

Shares:200.5K

Value:$7.0M

% of Portfolio:2.9% ($7.0M/$246.1M)

78463X475

Shares:97.4K

Value:$6.1M

% of Portfolio:2.5% ($6.1M/$246.1M)

14020G101

Shares:144.4K

Value:$4.9M

% of Portfolio:2.0% ($4.9M/$246.1M)

46641Q332

Shares:66.1K

Value:$3.8M

% of Portfolio:1.5% ($3.8M/$246.1M)

33739N108

Shares:57.6K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$246.1M)

46641Q647

Shares:49.3K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$246.1M)

921937827

BSV|921937827

Shares:27.6K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$246.1M)

46138G698

Shares:21.6K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$246.1M)

46654Q203

Shares:34.3K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$246.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46654Q781)✕	445.8K	QoQ +67.72% (+180.0K) YoY-	All Managers (Combined)	$28.4M	11.5% ($28.4M/$246.1M)	QoQ +59.10% (+$10.5M) YoY-
(SPLGcusip78464A854)	369.8K	QoQ +24.84% (+73.6K) YoY-	All Managers (Combined)	$24.3M	9.9% ($24.3M/$246.1M)	QoQ +19.09% (+$3.9M) YoY-
(VXFcusip922908652)	127.4K	QoQ +247.01% (+90.7K) YoY-	All Managers (Combined)	$21.9M	8.9% ($21.9M/$246.1M)	QoQ +214.64% (+$15.0M) YoY-
(cusip14020V108)✕	652.4K	QoQ +25.54% (+132.7K) YoY-	All Managers (Combined)	$21.8M	8.9% ($21.8M/$246.1M)	QoQ +19.90% (+$3.6M) YoY-
(cusip14020Y102)✕	865.6K	QoQ -2.31% (-20.5K) YoY-	All Managers (Combined)	$19.4M	7.9% ($19.4M/$246.1M)	QoQ -1.21% (-$239.4K) YoY-
(cusip46138G649)✕	65.3K	QoQ +8.24% (-5.0K) YoY-	All Managers (Combined)	$12.6M	5.1% ($12.6M/$246.1M)	QoQ -0.71% (-$91.1K) YoY-
(cusip78464A805)✕	176.3K	QoQ -3.43% (-6.3K) YoY-	All Managers (Combined)	$12.0M	4.9% ($12.0M/$246.1M)	QoQ -8.06% (-$1.1M) YoY-
(cusip46641Q159)✕	226.2K	QoQ +2.67% (+5.9K) YoY-	All Managers (Combined)	$10.4M	4.2% ($10.4M/$246.1M)	QoQ +3.68% (+$370.8K) YoY-
(cusip316188309)✕	223.7K	QoQ -0.69% (-1.6K) YoY-	All Managers (Combined)	$10.2M	4.1% ($10.2M/$246.1M)	QoQ +1.03% (-$104.4K) YoY-
(cusip092528603)✕	176.4K	QoQ +0.18% (+334) YoY-	All Managers (Combined)	$9.2M	3.8% ($9.2M/$246.1M)	QoQ +0.88% (+$80.9K) YoY-
(cusip14020X104)✕	315.3K	QoQ +7.07% (+20.8K) YoY-	All Managers (Combined)	$8.9M	3.6% ($8.9M/$246.1M)	QoQ +3.81% (+$328.4K) YoY-
(cusip02072L607)✕	200.5K	QoQ +7.74% (+14.4K) YoY-	All Managers (Combined)	$7.0M	2.9% ($7.0M/$246.1M)	QoQ +15.56% (+$946.3K) YoY-
(cusip78463X475)✕	97.4K	QoQ +294.08% (+72.7K) YoY-	All Managers (Combined)	$6.1M	2.5% ($6.1M/$246.1M)	QoQ +288.42% (+$4.5M) YoY-
(cusip14020G101)✕	144.4K	QoQ NEW(+144.4K) YoY-	All Managers (Combined)	$4.9M	2.0% ($4.9M/$246.1M)	QoQ NEW(+$4.9M) YoY-
(cusip46641Q332)✕	66.1K	QoQ -2.14% (-1.4K) YoY-	All Managers (Combined)	$3.8M	1.5% ($3.8M/$246.1M)	QoQ -2.80% (-$109.1K) YoY-
(cusip33739N108)✕	57.6K	QoQ +18.21% (+8.9K) YoY-	All Managers (Combined)	$2.9M	1.2% ($2.9M/$246.1M)	QoQ +16.85% (+$419.2K) YoY-
(cusip46641Q647)✕	49.3K	QoQ +19.52% (+8.1K) YoY-	All Managers (Combined)	$2.5M	1.0% ($2.5M/$246.1M)	QoQ +19.16% (+$396.7K) YoY-
(BSVcusip921937827)	27.6K	QoQ -55.67% (-34.7K) YoY-	All Managers (Combined)	$2.2M	0.9% ($2.2M/$246.1M)	QoQ -55.09% (-$2.7M) YoY-
(cusip46138G698)✕	21.6K	QoQ -84.62% (-119.0K) YoY-	All Managers (Combined)	$2.1M	0.9% ($2.1M/$246.1M)	QoQ -84.39% (-$11.6M) YoY-
(cusip46654Q203)✕	34.3K	QoQ +0.70% (-239) YoY-	All Managers (Combined)	$1.8M	0.7% ($1.8M/$246.1M)	QoQ -7.51% (-$144.2K) YoY-