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Home > Institutional Investor > Planning Alternatives Ltd V > Profile

Instuitional Investor - Planning Alternatives Ltd V

Fund Profile
Filing Period:
Fund Name: Planning Alternatives Ltd V
Portfolio Value $570,949,118
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 422,958 $202,017,509 35.38%
2.
Vanguard Tax-Managed Fds
 1,350,564 $64,691,995 11.33%
3.
Ishares Trust
 IEF 232,972 $64,568,119 11.3%
4.
J P Morgan Exchange Traded F
 518,405 $53,252,009 9.32%
5.
Vanguard Specialized Funds
 252,753 $43,069,048 7.54%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)