Instuitional Investor - Financial Planning & Information Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | Financial Planning & Information Services, Inc. |
| Portfolio Value | $725,669,949 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - CORE PLUS BD ETF | 1,247,515 | $60,180,124 | 8.29% | |
| 2. | Spdr Series Trust | 649,822 | $53,896,256 | 7.43% | |
| 3. | Hartford Fds Exchange Traded - TOTAL RTRN ETF | 1,459,028 | $51,007,628 | 7.03% | |
| 4. | Spdr Series Trust | 582,947 | $50,611,436 | 6.97% | |
| 5. | WTRE | 867,943 | $44,377,936 | 6.12% |