Instuitional Investor - Planning Alternatives Ltd V

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
255,257 $49,986,984 7.68%