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Home > Institutional Investor > Personal Financial Consultants Inc V > Profile

Instuitional Investor - Personal Financial Consultants Inc V

Fund Profile
Filing Period:
Fund Name: Personal Financial Consultants Inc V
Portfolio Value $133,194,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds Total Stk Mkt
 190,837 $28,643,000 21.5%
2.
Vanguard Intl Equity Index Funds
 VWO 405,332 $20,668,000 15.51%
3.
Vanguard Index Fds Real Estate
 139,468 $12,189,000 9.15%
4.
Vanguard Intl Equity Index Funds
 VWO 250,818 $10,667,000 8%
5.
Vanguard Bond Index Funds
 BND 127,078 $10,556,000 7.92%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)