Instuitional Investor - Investments & Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Investments & Financial Planning, Llc |
| Portfolio Value | $162,242,310 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 152,058 | $36,536,465 | 22.51% | |
| 2. | Spdr Series Trust | 373,020 | $32,788,460 | 20.2% | |
| 3. | IEF | 396,889 | $24,730,124 | 15.24% | |
| 4. | Vanguard Index Fds | 56,484 | $14,919,123 | 9.19% | |
| 5. | Capital Group Growth Etf | 240,713 | $8,947,295 | 5.51% |
