Instuitional Investor - Phillips Wealth Planners Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
9,357 $4,995,609 4.98%
2. SPY 6,199 $3,598,458 3.59%
3. MSFT 6,501 $2,723,640 2.71%
4. AVGO 9,169 $2,056,698 2.05%
5. JPM 7,138 $1,712,229 1.7%