Instuitional Investor - Pearl Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Pearl Planning Llc |
| Portfolio Value | $163,512,209 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 40,856 | $25,621,922 | 15.67% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 207,659 | $17,094,494 | 10.45% | |
| 3. | BND | 198,406 | $14,695,914 | 8.99% | |
| 4. | Vanguard Index Fds - VALUE ETF | 73,188 | $13,978,224 | 8.55% | |
| 5. | Vanguard Index Fds - MID CAP ETF | 41,774 | $12,123,717 | 7.41% |
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