Instuitional Investor - Center For Financial Planning, Inc.
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds - S&P 500 ETF SHS | 534,508 | $303,616,549 | 34.82% | |
2. | IEF | 964,448 | $95,673,232 | 10.97% | |
3. | Ishares Tr - CORE MSCI EAFE | 1,099,176 | $91,759,250 | 10.52% | |
4. | Vanguard Index Fds - SMALL CP ETF | 262,478 | $62,202,039 | 7.13% | |
5. | Vanguard Index Fds - MID CAP ETF | 142,232 | $39,800,781 | 4.56% |