Instuitional Investor - Investments & Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Investments & Financial Planning, Llc |
| Portfolio Value | $186,337,868 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - SMALL CP ETF | 149,742 | $38,625,987 | 20.73% | |
| 2. | Spdr Series Trust | 359,459 | $38,354,231 | 20.58% | |
| 3. | IEF | 404,791 | $26,716,182 | 14.34% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 57,285 | $16,625,307 | 8.92% | |
| 5. | Capital Group Growth Etf | 250,356 | $11,133,326 | 5.97% |
Hedge Fund Resource Center 
