Investment Planning Advisors, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Investment Planning Advisors, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 12.19% | 44.256 M $ | 578203 | 2024/06/30 | -1.929 M $ | -4.59 % |
| 2026/03/31 | MGC | VANGUARD WORLD FD | 9.89% | 35.915 M $ | 151958 | 2025/09/30 | -2.019 M $ | -5.90 % |
| 2026/03/31 | VCRB | VANGUARD MALVERN FDS | 7.78% | 28.250 M $ | 365078 | 2025/09/30 | -151.145 K $ | -0.67 % |
| 2026/03/31 | RWL | INVESCO EXCH TRADED FD TR II | 7.71% | 28.005 M $ | 243712 | 2024/06/30 | 68.002 K $ | 0.36 % |
| 2026/03/31 | FRDM | EA SERIES TRUST | 7.08% | 25.703 M $ | 470311 | 2024/06/30 | 1.890 M $ | 6.59 % |
| 2026/03/31 | VXF | VANGUARD INDEX FDS | 6.77% | 24.587 M $ | 119471 | 2024/06/30 | -354.841 K $ | -1.59 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 6.44% | 23.402 M $ | 98485 | 2024/06/30 | -973.906 K $ | -6.05 % |
| 2026/03/31 | FBND | FIDELITY MERRIMACK STR TR | 4.69% | 17.018 M $ | 373042 | 2024/06/30 | -155.280 K $ | -0.91 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 3.50% | 12.729 M $ | 514295 | 2025/09/30 | 226.133 K $ | 2.95 % |
| 2026/03/31 | FLOT | ISHARES TR | 2.97% | 10.789 M $ | 211765 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 2.65% | 9.641 M $ | 122956 | 2024/12/31 | -43.166 K $ | -0.51 % |
| 2026/03/31 | CGCP | CAPITAL GRP FIXED INCM ETF T | 2.07% | 7.523 M $ | 336728 | 2024/06/30 | -99.834 K $ | -1.33 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 1.46% | 5.298 M $ | 59726 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPGM | SPDR INDEX SHS FDS | 1.43% | 5.205 M $ | 68752 | 2024/06/30 | -42.274 K $ | -1.30 % |
| 2026/03/31 | XOP | SPDR SERIES TRUST | 1.42% | 5.164 M $ | 28402 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JPEF | J P MORGAN EXCHANGE TRADED F | 1.30% | 4.709 M $ | 65573 | 2024/06/30 | -183.525 K $ | -3.86 % |
| 2026/03/31 | FMB | FIRST TR EXCH TRADED FD III | 1.07% | 3.890 M $ | 76795 | 2024/06/30 | -36.050 K $ | -0.94 % |
| 2026/03/31 | SPTM | SPDR SERIES TRUST | 1.07% | 3.879 M $ | 49062 | 2024/06/30 | -166.310 K $ | -4.17 % |
| 2026/03/31 | OAKM | HARRIS OAKMARK ETF TRUST | 0.92% | 3.349 M $ | 121484 | 2025/12/31 | -89.139 K $ | -2.79 % |
| 2026/03/31 | JMUB | J P MORGAN EXCHANGE TRADED F | 0.80% | 2.918 M $ | 58363 | 2024/06/30 | -29.508 K $ | -1.01 % |
| 2026/03/31 | CGGR | CAPITAL GROUP GROWTH ETF | 0.78% | 2.843 M $ | 70747 | 2025/03/31 | -311.862 K $ | -9.62 % |
| 2026/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 0.67% | 2.427 M $ | 17543 | 2024/06/30 | -47.166 K $ | -1.94 % |
| 2026/03/31 | SCMB | SCHWAB STRATEGIC TR | 0.64% | 2.317 M $ | 90923 | 2025/03/31 | -23.052 K $ | -1.09 % |
| 2026/03/31 | SCM TRUST | 0.62% | 2.239 M $ | 89348 | 2025/12/31 | -90.604 K $ | -4.79 % | |
| 2026/03/31 | JMHI | J P MORGAN EXCHANGE TRADED F | 0.51% | 1.837 M $ | 36871 | 2024/06/30 | -14.582 K $ | -0.84 % |
| 2026/03/31 | GPIX | GOLDMAN SACHS ETF TR | 0.49% | 1.777 M $ | 35503 | 2025/03/31 | -82.932 K $ | -5.23 % |
| 2026/03/31 | IVV | ISHARES TR | 0.45% | 1.636 M $ | 2505 | 2024/06/30 | -77.294 K $ | -4.63 % |
| 2026/03/31 | AAPL | APPLE INC | 0.41% | 1.478 M $ | 5825 | 2024/06/30 | -92.915 K $ | -6.65 % |
| 2026/03/31 | CGUS | CAPITAL GROUP CORE EQUITY ET | 0.39% | 1.407 M $ | 36626 | 2024/06/30 | -642.598 K $ | -4.50 % |
| 2026/03/31 | MGK | VANGUARD WORLD FD | 0.38% | 1.391 M $ | 3785 | 2024/06/30 | -172.797 K $ | -10.98 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.38% | 1.380 M $ | 7192 | 2024/06/30 | 29.176 K $ | 0.19 % |
| 2026/03/31 | DFAX | DIMENSIONAL ETF TRUST | 0.37% | 1.355 M $ | 39875 | 2024/06/30 | 48.348 K $ | 3.79 % |
| 2026/03/31 | CGIE | CAPITAL GROUP INTERNATIONAL | 0.34% | 1.252 M $ | 37008 | 2025/03/31 | -37.089 K $ | -2.87 % |
| 2026/03/31 | WRB | BERKLEY W R CORP | 0.34% | 1.220 M $ | 18402 | 2024/06/30 | -70.682 K $ | -5.48 % |
| 2026/03/31 | MUB | ISHARES TR | 0.33% | 1.181 M $ | 11129 | 2024/06/30 | -13.968 K $ | -0.90 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.32% | 1.147 M $ | 5332 | 2024/06/30 | -26.837 K $ | -2.15 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.28% | 1.029 M $ | 3497 | 2024/12/31 | -81.009 K $ | -8.71 % |
| 2026/03/31 | SPGP | INVESCO EXCHANGE TRADED FD T | 0.27% | 973.495 K $ | 9046 | 2024/06/30 | -56.465 K $ | -5.48 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.27% | 970.076 K $ | 2024 | 2025/03/31 | -29.500 K $ | -4.67 % |
| 2026/03/31 | WMT | WALMART INC | 0.27% | 965.208 K $ | 7766 | 2024/12/31 | 89.806 K $ | 11.55 % |
| 2026/03/31 | BINC | BLACKROCK ETF TRUST II | 0.26% | 960.787 K $ | 18502 | 2024/06/30 | -191.846 K $ | -1.59 % |
| 2026/03/31 | FTCS | FIRST TR EXCHANGE-TRADED FD | 0.25% | 911.840 K $ | 9830 | 2024/06/30 | 2.461 K $ | 0.27 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 0.25% | 907.120 K $ | 35379 | 2024/12/31 | -38.914 K $ | -4.72 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.25% | 904.538 K $ | 3146 | 2024/06/30 | -64.337 K $ | -8.13 % |
| 2026/03/31 | JPIE | J P MORGAN EXCHANGE TRADED F | 0.23% | 846.406 K $ | 18372 | 2024/06/30 | -4.403 K $ | -0.48 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.23% | 840.383 K $ | 2620 | 2024/06/30 | -38.463 K $ | -4.31 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 0.22% | 814.588 K $ | 16095 | 2024/06/30 | 374.000 $ | 0.04 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.20% | 740.738 K $ | 4247 | 2024/06/30 | -39.445 K $ | -6.49 % |
| 2026/03/31 | SO | SOUTHERN CO | 0.20% | 730.983 K $ | 7573 | 2024/06/30 | 59.787 K $ | 10.69 % |
| 2026/03/31 | VPU | VANGUARD WORLD FD | 0.20% | 719.744 K $ | 3633 | 2024/06/30 | 47.408 K $ | 7.08 % |
| 2026/03/31 | JEPQ | J P MORGAN EXCHANGE TRADED F | 0.20% | 716.319 K $ | 12902 | 2024/06/30 | -30.965 K $ | -4.47 % |
| 2026/03/31 | SUB | ISHARES TR | 0.19% | 705.971 K $ | 6629 | 2024/06/30 | -1.306 K $ | -0.19 % |
| 2026/03/31 | ICSH | ISHARES TR | 0.19% | 693.483 K $ | 13700 | 2024/06/30 | 540.000 $ | 0.08 % |
| 2026/03/31 | CGGE | CAPITAL GROUP GLOBAL EQUITY | 0.19% | 685.525 K $ | 22476 | 2025/06/30 | -22.445 K $ | -3.57 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.19% | 681.746 K $ | 1842 | 2024/06/30 | -261.048 K $ | -23.45 % |
| 2026/03/31 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 0.19% | 676.418 K $ | 20270 | 2024/06/30 | -25.450 K $ | -3.69 % |
| 2026/03/31 | SPMD | SPDR SERIES TRUST | 0.17% | 635.047 K $ | 10724 | 2024/06/30 | 14.091 K $ | 2.26 % |
| 2026/03/31 | SPSM | SPDR SERIES TRUST | 0.17% | 631.705 K $ | 13073 | 2024/06/30 | 18.141 K $ | 3.12 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.17% | 622.639 K $ | 3670 | 2025/06/30 | 145.050 K $ | 40.99 % |
| 2026/03/31 | TSLA | TESLA INC | 0.17% | 605.583 K $ | 1629 | 2024/12/31 | -130.755 K $ | -17.34 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.15% | 549.806 K $ | 1915 | 2024/06/30 | -5.636 K $ | -1.05 % |
| 2026/03/31 | AMLP | ALPS ETF TR | 0.14% | 492.974 K $ | 9365 | 2024/06/30 | 51.630 K $ | 11.95 % |
| 2026/03/31 | PFF | ISHARES TR | 0.13% | 482.876 K $ | 15926 | 2024/06/30 | -9.978 K $ | -2.07 % |
| 2026/03/31 | CSB | VICTORY PORTFOLIOS II | 0.13% | 478.150 K $ | 7743 | 2024/06/30 | 23.864 K $ | 5.36 % |
| 2026/03/31 | XLV | SELECT SECTOR SPDR TR | 0.12% | 453.423 K $ | 3093 | 2025/09/30 | -21.760 K $ | -5.29 % |
| 2026/03/31 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 0.12% | 434.063 K $ | 14719 | 2025/12/31 | -877.000 $ | -0.20 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.12% | 430.318 K $ | 1643 | 2024/12/31 | 6.312 K $ | 1.54 % |
| 2026/03/31 | VHT | VANGUARD WORLD FD | 0.12% | 429.200 K $ | 1576 | 2025/12/31 | -15.551 K $ | -5.39 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.12% | 428.062 K $ | 1377 | 2025/09/30 | 5.495 K $ | 1.69 % |
| 2026/03/31 | QUAL | ISHARES TR | 0.12% | 421.079 K $ | 2195 | 2024/06/30 | -15.724 K $ | -3.43 % |
| 2026/03/31 | LIN | LINDE PLC | 0.12% | 420.024 K $ | 847 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHZ | SCHWAB STRATEGIC TR | 0.12% | 419.585 K $ | 18070 | 2024/06/30 | -3.171 K $ | -0.64 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.11% | 415.282 K $ | 1994 | 2025/12/31 | -31.367 K $ | -9.77 % |
| 2026/03/31 | DGRO | ISHARES TR | 0.11% | 409.751 K $ | 5839 | 2025/03/31 | 4.191 K $ | 1.09 % |
| 2026/03/31 | SRLN | SSGA ACTIVE ETF TR | 0.11% | 395.780 K $ | 9860 | 2024/06/30 | -10.462 K $ | -2.74 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.11% | 386.122 K $ | 388 | 2025/12/31 | 34.997 K $ | 15.55 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.10% | 377.625 K $ | 1545 | 2025/12/31 | 45.550 K $ | 18.11 % |
| 2026/03/31 | CGMS | CAPITAL GRP FIXED INCM ETF T | 0.10% | 362.949 K $ | 13329 | 2024/06/30 | -7.094 K $ | -1.41 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.09% | 339.137 K $ | 1031 | 2025/06/30 | -11.802 K $ | -4.42 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.09% | 338.262 K $ | 2545 | 2025/09/30 | -24.287 K $ | -7.69 % |
| 2026/03/31 | RNP | COHEN & STEERS REIT & PFD & | 0.09% | 336.197 K $ | 17014 | 2024/06/30 | -1.714 K $ | -0.50 % |
| 2026/03/31 | IEF | ISHARES TR | 0.09% | 320.350 K $ | 3357 | 2025/09/30 | -1.514 K $ | -0.75 % |
| 2026/03/31 | SPAB | SPDR SERIES TRUST | 0.09% | 319.276 K $ | 12462 | 2024/06/30 | -1.680 K $ | -0.50 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 0.08% | 306.517 K $ | 10522 | 2024/12/31 | -28.736 K $ | -10.70 % |
| 2026/03/31 | UPS | UNITED PARCEL SVCS INC | 0.08% | 302.156 K $ | 3071 | 2025/06/30 | -2.183 K $ | -0.82 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.08% | 292.111 K $ | 1412 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.08% | 282.279 K $ | 1906 | 2025/12/31 | 8.637 K $ | 3.19 % |
| 2026/03/31 | FNDX | SCHWAB STRATEGIC TR | 0.08% | 278.277 K $ | 9992 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JQUA | J P MORGAN EXCHANGE TRADED F | 0.08% | 277.109 K $ | 4519 | 2025/06/30 | -15.819 K $ | -2.94 % |
| 2026/03/31 | TFI | SPDR SERIES TRUST | 0.08% | 275.441 K $ | 6075 | 2024/06/30 | -1.929 K $ | -0.81 % |
| 2026/03/31 | KO | COCA COLA CO | 0.07% | 264.549 K $ | 3479 | 2024/06/30 | 21.975 K $ | 8.78 % |
| 2026/03/31 | HELO | J P MORGAN EXCHANGE TRADED F | 0.07% | 261.665 K $ | 4094 | 2025/06/30 | -10.332 K $ | -3.79 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.07% | 260.076 K $ | 455 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.07% | 247.734 K $ | 1715 | 2025/12/31 | 1.743 K $ | 0.79 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.07% | 246.630 K $ | 1677 | 2025/06/30 | -52.054 K $ | -24.53 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.07% | 245.231 K $ | 346 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PGR | PROGRESSIVE CORP | 0.07% | 244.499 K $ | 1233 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VIS | VANGUARD WORLD FD | 0.06% | 234.818 K $ | 752 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LGLV | SPDR SERIES TRUST | 0.06% | 231.530 K $ | 1300 | 2024/06/30 | 3.289 K $ | 1.44 % |
| 2026/03/31 | ITA | ISHARES TR | 0.06% | 230.526 K $ | 1054 | 2026/03/31 | 0.000 $ | 0.00 % |