Instuitional Investor - Investment Planning Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Investment Planning Advisors, Inc. |
| Portfolio Value | $317,976,096 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 517,140 | $40,512,762 | 12.74% | |
| 2. | Vanguard Index Fds - EXTEND MKT ETF | 163,676 | $34,263,897 | 10.78% | |
| 3. | Vanguard World Fd | 136,865 | $33,407,499 | 10.51% | |
| 4. | Ea Series Trust | 504,048 | $22,334,382 | 7.02% | |
| 5. | Vanguard Malvern Fds - CORE BD ETF | 274,509 | $21,524,233 | 6.77% |