Instuitional Investor - Investments & Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Investments & Financial Planning, Llc |
| Portfolio Value | $211,180,759 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - SMALL CP ETF | 149,530 | $45,325,545 | 21.46% | |
| 2. | KRE | 369,041 | $43,912,141 | 20.79% | |
| 3. | IEF | 408,629 | $31,509,354 | 14.92% | |
| 4. | Vanguard Index Fds - MID CAP ETF | 234,793 | $18,917,251 | 8.96% | |
| 5. | Capital Group Growth Etf | 261,680 | $12,351,290 | 5.85% |
Hedge Fund Resource Center 
