Instuitional Investor - Investments & Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Investments & Financial Planning, Llc |
| Portfolio Value | $153,978,541 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - SMALL CP ETF | 152,823 | $33,888,527 | 22.01% | |
| 2. | Spdr Series Trust | 369,339 | $29,683,741 | 19.28% | |
| 3. | IEF | 396,879 | $23,157,876 | 15.04% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 57,416 | $14,848,868 | 9.64% | |
| 5. | Capital Group Growth Etf | 248,817 | $8,521,976 | 5.53% |
