Instuitional Investor - Mps Loria Financial Planners, Llc
Fund Profile
Filing Period:
| Fund Name: | Mps Loria Financial Planners, Llc |
| Portfolio Value | $376,341,878 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 334,251 | $122,162,134 | 32.46% | |
| 2. | AAPL | 282,316 | $71,886,196 | 19.1% | |
| 3. | Ishares Inc - CORE MSCI EMKT | 681,140 | $44,900,733 | 11.93% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 149,475 | $38,021,604 | 10.1% | |
| 5. | Ishares Tr - CRE U S REIT ETF | 246,711 | $14,486,855 | 3.85% |