Instuitional Investor - Partners In Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Partners In Financial Planning |
| Portfolio Value | $602,944,027 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 1,046,572 | $77,069,584 | 12.78% | |
| 2. | Vanguard Index Fds - VALUE ETF | 307,188 | $60,270,353 | 10% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 136,346 | $59,554,422 | 9.88% | |
| 4. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 1,236,589 | $59,415,941 | 9.85% | |
| 5. | Vanguard Tax-Managed Fds | 789,474 | $50,589,509 | 8.39% |
Hedge Fund Resource Center 
