Instuitional Investor - Frisco Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Frisco Financial Planning Llc |
| Portfolio Value | $121,233,392 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Small-Cap Etf | 54,623 | $14,306,802 | 11.8% | |
| 2. | Vanguard Tax-Exempt Bond Etf | 276,667 | $13,802,900 | 11.39% | |
| 3. | Vanguard Ftse Developed Markets Etf | 208,134 | $13,337,256 | 11% | |
| 4. | SCHD | 443,360 | $11,367,754 | 9.38% | |
| 5. | Vanguard Scottsdale Funds | 132,102 | $10,931,414 | 9.02% |