Instuitional Investor - Investments & Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Investments & Financial Planning, Llc |
| Portfolio Value | $173,624,719 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - SMALL CP ETF | 156,471 | $37,080,451 | 21.36% | |
| 2. | Spdr Series Trust | 374,028 | $35,652,386 | 20.53% | |
| 3. | IEF | 404,959 | $25,115,533 | 14.47% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 58,805 | $16,455,381 | 9.48% | |
| 5. | Capital Group Growth Etf | 263,134 | $10,696,383 | 6.16% |
