Instuitional Investor - Partners In Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Partners In Financial Planning |
| Portfolio Value | $590,600,139 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 984,315 | $72,908,243 | 12.34% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 134,018 | $65,382,040 | 11.07% | |
| 3. | Vanguard Index Fds - VALUE ETF | 304,877 | $58,228,399 | 9.86% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 1,163,482 | $56,219,453 | 9.52% | |
| 5. | Vanguard Tax-Managed Fds | 777,465 | $48,568,261 | 8.22% |
Hedge Fund Resource Center 
