Instuitional Investor - Plan Group Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Plan Group Financial, Llc |
| Portfolio Value | $113,957,187 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Sp 500 Etf | 21,847 | $9,542,839 | 8.37% | |
| 2. | Pacer Us Cash Cows 100 Etf | 145,496 | $7,564,325 | 6.63% | |
| 3. | Ishares Msci Acwi Etf | 64,954 | $6,610,371 | 5.8% | |
| 4. | Dimensional Etf Trust | 218,016 | $6,243,967 | 5.47% | |
| 5. | Dimensional Etf Trust | 243,734 | $5,876,427 | 5.15% |
