Instuitional Investor - Investments & Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Investments & Financial Planning, Llc |
| Portfolio Value | $185,104,513 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - SMALL CP ETF | 152,767 | $38,845,469 | 20.99% | |
| 2. | Spdr Series Trust | 369,859 | $38,653,931 | 20.88% | |
| 3. | IEF | 407,297 | $26,580,196 | 14.36% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 58,627 | $17,221,180 | 9.3% | |
| 5. | Capital Group Growth Etf | 265,510 | $11,661,184 | 6.3% |
Hedge Fund Resource Center 
