Instuitional Investor - Partners In Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Partners In Financial Planning |
| Portfolio Value | $578,479,372 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 965,626 | $71,813,626 | 12.41% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 138,916 | $66,625,742 | 11.52% | |
| 3. | Vanguard Index Fds - VALUE ETF | 301,476 | $56,222,170 | 9.72% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 1,076,345 | $53,236,008 | 9.2% | |
| 5. | Vanguard Tax-Managed Fds | 775,066 | $46,441,952 | 8.03% |
Hedge Fund Resource Center 
