Instuitional Investor - Pearl Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Pearl Planning Llc |
| Portfolio Value | $187,100,702 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 42,723 | $25,529,282 | 13.64% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 231,116 | $19,607,860 | 10.48% | |
| 3. | J P Morgan Exchange Traded F - INCOME ETF | 358,146 | $16,499,779 | 8.82% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 351,175 | $16,020,589 | 8.56% | |
| 5. | Vanguard Index Fds - VALUE ETF | 73,197 | $14,361,261 | 7.68% |
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