Instuitional Investor - Planning Alternatives Ltd V
Fund Profile
Filing Period:
| Fund Name: | Planning Alternatives Ltd V |
| Portfolio Value | $793,922,697 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 414,533 | $283,930,397 | 35.76% | |
| 2. | IEF | 1,273,105 | $84,024,955 | 10.58% | |
| 3. | Vanguard Tax-Managed Fds | 1,285,360 | $80,296,460 | 10.11% | |
| 4. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 605,494 | $72,247,509 | 9.1% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 267,563 | $58,804,952 | 7.41% |
Hedge Fund Resource Center 
