Instuitional Investor - Mps Loria Financial Planners, Llc
Fund Profile
Filing Period:
| Fund Name: | Mps Loria Financial Planners, Llc |
| Portfolio Value | $339,880,304 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 332,397 | $112,872,160 | 33.21% | |
| 2. | AAPL | 284,413 | $58,353,094 | 17.17% | |
| 3. | Ishares Inc - CORE MSCI EMKT | 681,582 | $40,915,371 | 12.04% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 146,339 | $34,692,096 | 10.21% | |
| 5. | Ishares Tr - CRE U S REIT ETF | 240,396 | $13,596,818 | 4% |
