account_balance
Investment manager · 13F filer · SEC CIK 2110688
Townsend Financial Planning, LLC
Reported value$113Mas of Sep 30, 2026
Positions31 1 new, 0 sold out
Top 10 weight84.9%IVV alone is 26%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
26.5%Trimmed −2%
AGGiShares Tr
11.6%Added +4%
IJHiShares Tr
10.6%Trimmed −3%
IJRiShares Tr
6.4%Trimmed −4%
IUSViShares Tr
6.4%
ISTBiShares Tr
6.3%Added +7%
LQDiShares Tr
5.0%Trimmed −3%
IXUSiShares Tr
4.9%Trimmed −4%
FRELFidelity Covington Trust
4.1%
SLQDiShares Tr
3.2%
FENIFidelity Covington Trust
2.3%+18%
TIP1.8%
IVViShares Tr
26.5%Trimmed −2%
AGGiShares Tr
11.6%
IJHiShares Tr
10.6%
IJRiShares Tr
6.4%
IUSViShares Tr
6.4%
ISTBiShares Tr
6.3%
LQD5.0%
IXUS4.9%
FREL
SLQD
FENI
TIP
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 26.5% Trimmed −2%
AGG iShares Tr 11.6% Added +4%
IJH iShares Tr 10.6% Trimmed −3%
IJR iShares Tr 6.4% Trimmed −4%
IUSV iShares Tr 6.4% Held
ISTB iShares Tr 6.3% Added +7%
LQD iShares Tr 5.0% Trimmed −3%
IXUS iShares Tr 4.9% Trimmed −4%
FREL Fidelity Covington Trust 4.1% Held
SLQD iShares Tr 3.2% Trimmed −3%
FENI Fidelity Covington Trust 2.3% Added +18%
TIP iShares Tr 1.8% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SOXX $230K
arrow_upwardAdded
- JAAA +134%
- FDHY +69%
- FMDE +30%
- FESM +21%
arrow_downwardTrimmed
- BSV −50%
- BIV −46%
- ITOT −7%
- IJR −4%
remove_circleSold out
None
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