Instuitional Investor - Planning Alternatives Ltd V
Fund Profile
Filing Period:
| Fund Name: | Planning Alternatives Ltd V |
| Portfolio Value | $650,516,872 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 408,087 | $240,232,831 | 36.92% | |
| 2. | IEF | 1,190,768 | $74,196,761 | 11.4% | |
| 3. | Vanguard Tax-Managed Fds | 1,358,164 | $64,947,386 | 9.98% | |
| 4. | J P Morgan Exchange Traded F | 526,199 | $60,044,623 | 9.23% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 255,257 | $49,986,984 | 7.68% |
