Instuitional Investor - Quantum Financial Planning Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | Quantum Financial Planning Services, Inc. |
| Portfolio Value | $275,885,752 |
Top 13F Holdings
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% |