Instuitional Investor - Plan Group Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Plan Group Financial, Llc |
| Portfolio Value | $189,334,867 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 30,155 | $16,247,902 | 8.58% | |
| 2. | Pacer Fds Tr | 188,407 | $10,641,248 | 5.62% | |
| 3. | Ishares Tr | 78,849 | $9,264,755 | 4.89% | |
| 4. | IEF | 92,583 | $8,184,337 | 4.32% | |
| 5. | Dimensional Etf Trust | 278,503 | $8,132,293 | 4.29% |
