Instuitional Investor - Investment Planning Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Investment Planning Advisors, Inc. |
| Portfolio Value | $246,111,649 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - EQUITY FOCUS ETF | 445,768 | $28,377,561 | 11.53% | |
| 2. | Spdr Series Trust | 369,833 | $24,320,185 | 9.88% | |
| 3. | Vanguard Index Fds - EXTEND MKT ETF | 127,391 | $21,944,359 | 8.92% | |
| 4. | Capital Group Core Equity Et | 652,375 | $21,789,324 | 8.85% | |
| 5. | Capital Grp Fixed Incm Etf T | 865,579 | $19,432,249 | 7.9% |
