Instuitional Investor - Center For Financial Planning, Inc.
Fund Profile
Filing Period:
| Fund Name: | Center For Financial Planning, Inc. |
| Portfolio Value | $749,284,465 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 526,091 | $283,463,115 | 37.83% | |
| 2. | Ishares Tr - CORE MSCI EAFE | 1,066,559 | $74,957,746 | 10% | |
| 3. | IEF | 606,411 | $58,761,199 | 7.84% | |
| 4. | Vanguard Index Fds - SM CP VAL ETF | 247,394 | $49,028,456 | 6.54% | |
| 5. | Vanguard Index Fds - SMALL CP ETF | 151,932 | $36,506,171 | 4.87% |
