Instuitional Investor - Phillips Wealth Planners Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
9,111 $3,989,980 4.8%
2. SPY 5,722 $2,726,476 3.28%
3. MSFT 6,222 $2,450,669 2.95%
4. AVGO 17,170 $1,964,093 2.36%
5. XLB 11,550 $1,609,839 1.93%