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Home > Institutional Investor > Franklin, Parlapiano, Turner & Welch, Llc > Profile

Instuitional Investor - Franklin, Parlapiano, Turner & Welch, Llc

Fund Profile
Filing Period:
Fund Name: Franklin, Parlapiano, Turner & Welch, Llc
Portfolio Value $348,877,055
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf
 129,503 $56,566,875 16.21%
2.
Vanguard Bond Index Funds
 BND 462,601 $35,333,487 10.12%
3.
Ishares Ftse Nareit Resid Plus Cp Idx
 443,084 $32,575,548 9.33%
4.
Ishares Trust
 IEF 116,702 $30,606,146 8.77%
5.
Exxon Mobil Corp
 XOM 111,286 $11,126,403 3.18%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)