Instuitional Investor - Partners In Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Partners In Financial Planning |
| Portfolio Value | $497,624,175 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 865,458 | $63,567,874 | 12.77% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 144,647 | $53,638,151 | 10.78% | |
| 3. | Vanguard Index Fds - VALUE ETF | 304,252 | $52,556,417 | 10.56% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 972,076 | $47,456,742 | 9.54% | |
| 5. | Vanguard Tax-Managed Fds | 818,537 | $41,606,219 | 8.36% |
