Instuitional Investor - Quantum Financial Planning Services, Inc.

Fund Profile
Filing Period:
Fund Name: Quantum Financial Planning Services, Inc.
Portfolio Value $275,885,752
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
808,104 $64,430,097 23.35%
2.
Vanguard Index Fds - GROWTH ETF
125,393 $61,174,301 22.17%
3.
Spdr Series Trust
505,571 $40,556,923 14.7%
4.
Vanguard Malvern Fds - CORE BD ETF
359,508 $28,003,896 10.15%
5.
Dimensional Etf Trust
772,528 $26,621,310 9.65%