Instuitional Investor - Partners In Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Partners In Financial Planning |
| Portfolio Value | $542,290,064 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 900,028 | $66,269,070 | 12.22% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 142,109 | $62,300,439 | 11.49% | |
| 3. | Vanguard Index Fds - VALUE ETF | 300,550 | $53,119,125 | 9.8% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 1,020,401 | $50,519,646 | 9.32% | |
| 5. | Vanguard Tax-Managed Fds | 778,594 | $44,387,624 | 8.19% |
Hedge Fund Resource Center 
