Instuitional Investor - Partners In Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Partners In Financial Planning |
| Portfolio Value | $490,247,213 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 853,864 | $61,401,371 | 12.52% | |
| 2. | Vanguard Index Fds | 143,602 | $58,940,115 | 12.02% | |
| 3. | Vanguard Index Fds | 294,554 | $49,868,017 | 10.17% | |
| 4. | Vanguard Charlotte Fds | 940,126 | $46,113,173 | 9.4% | |
| 5. | Vanguard Tax-Managed Fds | 764,163 | $36,542,288 | 7.45% |
