Instuitional Investor - Investment Planning Advisors, Inc.
Fund Profile
Filing Period:
| Fund Name: | Investment Planning Advisors, Inc. |
| Portfolio Value | $282,973,860 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - EQUITY FOCUS ETF | 482,072 | $33,812,497 | 11.95% | |
| 2. | Vanguard Index Fds - EXTEND MKT ETF | 152,545 | $29,396,989 | 10.39% | |
| 3. | Capital Group Core Equity Et | 788,011 | $29,101,232 | 10.28% | |
| 4. | Spdr Series Trust | 400,023 | $29,077,676 | 10.28% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 482,517 | $22,075,154 | 7.8% |
