Instuitional Investor - Quantum Financial Planning Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | Quantum Financial Planning Services, Inc. |
| Portfolio Value | $180,249,222 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 726,052 | $56,639,286 | 31.42% | |
| 2. | Vanguard Index Fds | 120,710 | $49,544,232 | 27.48% | |
| 3. | Spdr Series Trust | 426,722 | $29,418,226 | 16.32% | |
| 4. | BND | 296,511 | $21,322,099 | 11.82% | |
| 5. | Vanguard Malvern Fds | 69,227 | $5,248,099 | 2.91% |
