Instuitional Investor - Investment Planning Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Investment Planning Advisors, Inc. |
| Portfolio Value | $343,489,072 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 524,092 | $42,042,635 | 12.24% | |
| 2. | Vanguard World Fd | 136,254 | $34,222,955 | 9.96% | |
| 3. | Ea Series Trust | 559,024 | $28,661,163 | 8.34% | |
| 4. | Vanguard Malvern Fds - CORE BD ETF | 290,665 | $22,641,360 | 6.59% | |
| 5. | Vanguard Index Fds - EXTEND MKT ETF | 106,880 | $22,350,701 | 6.51% |