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Home > Institutional Investor > Franklin, Parlapiano, Turner & Welch, Llc > Profile

Instuitional Investor - Franklin, Parlapiano, Turner & Welch, Llc

Fund Profile
Filing Period:
Fund Name: Franklin, Parlapiano, Turner & Welch, Llc
Portfolio Value $382,953,984
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard S&P 500 Etf - ETF
 120,830 $68,635,092 17.92%
2.
Ishares Ftse Nareit Resid Plus Cp Idx - ETF
 474,807 $39,095,616 10.21%
3.
Vanguard Bond Index Funds
 BND 484,551 $37,475,139 9.79%
4.
Ishares Trust
 IEF 100,930 $34,272,865 8.95%
5.
Microsoft Corp
 MSFT 24,807 $12,339,488 3.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)