Instuitional Investor - Spartan Planning & Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Spartan Planning & Wealth Management |
| Portfolio Value | $103,181,069 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 108,957 | $9,013,991 | 8.74% | |
| 2. | Spdr Series Trust | 122,792 | $8,351,084 | 8.09% | |
| 3. | Ishares Tr - 0-5 YR TIPS ETF | 59,303 | $6,136,096 | 5.95% | |
| 4. | Spdr Index Shs Fds | 164,048 | $5,972,988 | 5.79% | |
| 5. | Spdr Ser Tr | 64,138 | $5,883,338 | 5.7% |
