Instuitional Investor - Partners In Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Partners In Financial Planning |
| Portfolio Value | $659,518,224 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | BND | 1,063,064 | $78,039,507 | 11.83% | |
| 2. | Vanguard Growth Etf - GROWTH ETF | 824,863 | $71,053,732 | 10.77% | |
| 3. | Vanguard Value Etf - VALUE ETF | 299,573 | $65,285,907 | 9.9% | |
| 4. | Vanguard Total International Bond Etf - TOTAL INT BD ETF | 1,288,435 | $62,399,660 | 9.46% | |
| 5. | Vanguard Ftse Developed Markets Etf | 771,756 | $54,987,630 | 8.34% |