Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Plan Group Financial, Llc > Profile

Instuitional Investor - Plan Group Financial, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Plan Group Financial, Llc
Portfolio Value	$419,072,266

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Index Fds - S&P 500 ETF SHS		27,535	$17,268,098	4.48%
2.	Berkshire Hathaway Inc	BRK.A	20	$15,096,000	3.92%
3.	Ishares Tr - MSCI ACWI ETF		97,029	$13,728,588	3.56%
4.	Pacer Fds Tr		223,893	$13,471,637	3.5%
5.	Jpmorgan Chase & Co	JPM	38,974	$12,558,244	3.26%