Instuitional Investor - Pearl Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Pearl Planning Llc |
| Portfolio Value | $217,422,693 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 45,453 | $31,217,463 | 14.36% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 261,773 | $23,350,174 | 10.74% | |
| 3. | J P Morgan Exchange Traded F - INCOME ETF | 391,356 | $18,021,926 | 8.29% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 385,581 | $17,540,071 | 8.07% | |
| 5. | Vanguard Index Fds - VALUE ETF | 70,334 | $15,327,977 | 7.05% |
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