Instuitional Investor - Planning Solutions Group Llc
Fund Profile
Filing Period:
| Fund Name: | Planning Solutions Group Llc |
| Portfolio Value | $194,265,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 84,867 | $25,015,000 | 12.87% | |
| 2. | Ishares Tr | 228,452 | $14,027,000 | 7.22% | |
| 3. | Ishares Inc | 254,118 | $13,072,000 | 6.72% | |
| 4. | Spdr Index Shs Fds | 238,633 | $8,541,000 | 4.39% | |
| 5. | Vanguard Whitehall Funds | 88,738 | $7,754,000 | 3.99% |
