Investment Planning Advisors, Inc.
CIK 2024049 · Holdings on Sep 30, 2024 · First reported Oct 10, 2024
Top ten holdings
Q3 2024- SPYM12.08%
- RWL6.86%
- QQQM6.46%
- SPGP6.45%
- CGCP6.45%
- JPEF5.09%
- FBND4.85%
- CGUS4.06%
- SPAB3.94%
- CGGO3.77%
Share classes counted separately60.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +0.00 pp12.08% → 12.08%Shares 0 (0.00%)
- RWLWeight increased · +0.00 pp6.86% → 6.86%Shares 0 (0.00%)
- QQQMWeight increased · +0.00 pp6.46% → 6.46%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $23.68M | 12.08% | 369.94K shares | 12.08% → 12.08%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | RWLINVESCO S&P 500 REVENUE ETFS&P 500 REVENUE View history and evidence | $13.44M | 6.86% | 145.08K shares | 6.86% → 6.86%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $12.66M | 6.46% | 64.21K shares | 6.46% → 6.46%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | SPGPINVESCO S&P 500 GARP ETFS&P 500 GARP ETF View history and evidence | $12.65M | 6.45% | 123.08K shares | 6.45% → 6.45%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | CGCPCAP GROUP CORE PLUS INCOMECORE PLUS INCM View history and evidence | $12.63M | 6.45% | 568.53K shares | 6.45% → 6.45%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | JPEFJPMORGAN EQUITY FOCUS ETFEQUITY FOCUS ETF View history and evidence | $9.98M | 5.09% | 160.00K shares | 5.09% → 5.09%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $9.51M | 4.85% | 211.75K shares | 4.85% → 4.85%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | CGUSCAP GROUP CORE EQUITYSHS CREATION UNI View history and evidence | $7.95M | 4.06% | 246.63K shares | 4.06% → 4.06%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | SPABSS SPDR P AGG BOND ETFPORTFOLIO AGRGTE View history and evidence | $7.73M | 3.94% | 308.09K shares | 3.94% → 3.94%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | CGGOCAP GROUP GLOBAL GROWTHSHS CREATION UNI View history and evidence | $7.39M | 3.77% | 251.14K shares | 3.77% → 3.77%+0.00 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2024049 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 195537016
}Research all 59 reported holdings.
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