Investment Planning Advisors, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR SERIES TRUST | $42.04M | 12.2% |
| VANGUARD WORLD FD | $34.22M | 10.0% |
| EA SERIES TRUST | $28.66M | 8.3% |
| VANGUARD MALVERN FDS | $22.64M | 6.6% |
| VANGUARD INDEX FDS | $22.35M | 6.5% |
| INVESCO EXCH TRADED FD TR II | $18.99M | 5.5% |
| FIDELITY MERRIMACK STR TR | $17.02M | 5.0% |
| INVESCO EXCH TRADED FD TR II | $16.10M | 4.7% |
| INVESCO EXCHANGE TRADED FD T | $15.53M | 4.5% |
| CAPITAL GROUP CORE EQUITY ET | $14.28M | 4.2% |
| BLACKROCK ETF TRUST II | $12.05M | 3.5% |
| VANGUARD BD INDEX FDS | $8.50M | 2.5% |
| SCHWAB STRATEGIC TR | $7.66M | 2.2% |
| CAPITAL GRP FIXED INCM ETF T | $7.53M | 2.2% |
| J P MORGAN EXCHANGE TRADED F | $4.76M | 1.4% |
| SPDR SERIES TRUST | $3.99M | 1.2% |
| FIRST TR EXCH TRADED FD III | $3.84M | 1.1% |
| SPDR INDEX SHS FDS | $3.24M | 0.9% |
| CAPITAL GROUP GROWTH ETF | $3.24M | 0.9% |
| HARRIS OAKMARK ETF TRUST | $3.20M | 0.9% |
| J P MORGAN EXCHANGE TRADED F | $2.92M | 0.9% |
| VANGUARD INTL EQUITY INDEX F | $2.43M | 0.7% |
| SCHWAB STRATEGIC TR | $2.12M | 0.6% |
| SCM TRUST | $1.89M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $1.74M | 0.5% |
| ISHARES TR | $1.67M | 0.5% |
| GOLDMAN SACHS ETF TR | $1.59M | 0.5% |
| VANGUARD WORLD FD | $1.57M | 0.5% |
| ISHARES TR | $1.56M | 0.5% |
| Apple Inc. | $1.40M | 0.4% |
| CAPITAL GROUP INTERNATIONAL | $1.29M | 0.4% |
| W. R. Berkley Corporation | $1.29M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.28M | 0.4% |
| VANGUARD SPECIALIZED FUNDS | $1.25M | 0.4% |
| MICROSOFT CORP | $1.11M | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $1.03M | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $947.3K | 0.3% |
| JPMORGAN CHASE & CO. | $930.2K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $926.4K | 0.3% |
| FIRST TR EXCHANGE-TRADED FD | $910.8K | 0.3% |
| VANGUARD INDEX FDS | $891.7K | 0.3% |
| SCHWAB STRATEGIC TR | $824.6K | 0.2% |
| Alphabet Inc. | $791.5K | 0.2% |
| Walmart Inc. | $777.5K | 0.2% |
| Tesla Inc | $754.1K | 0.2% |
| iSHARES TRUST | $696.8K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $692.2K | 0.2% |
| CAPITAL GROUP GBL GROWTH EQT | $689.0K | 0.2% |
| ISHARES TR | $683.0K | 0.2% |
| VANGUARD WORLD FD | $669.6K | 0.2% |