Instuitional Investor - Center For Financial Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Center For Financial Planning, Inc. |
| Portfolio Value | $782,593,779 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 530,707 | $272,735,607 | 34.85% | |
| 2. | IEF | 954,079 | $94,377,473 | 12.06% | |
| 3. | Ishares Tr - CORE MSCI EAFE | 1,091,796 | $82,594,345 | 10.55% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 244,343 | $45,518,732 | 5.82% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 155,167 | $34,408,197 | 4.4% |
