Instuitional Investor - Plan Group Financial, Llc
Fund Profile
Filing Period:
| Fund Name: | Plan Group Financial, Llc |
| Portfolio Value | $280,096,367 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 39,248 | $20,170,041 | 7.2% | |
| 2. | Ishares Tr - MSCI ACWI ETF | 110,768 | $12,892,251 | 4.6% | |
| 3. | Pacer Fds Tr | 228,562 | $12,516,052 | 4.47% | |
| 4. | IEF | 126,666 | $10,775,454 | 3.85% | |
| 5. | Dimensional Etf Trust | 339,116 | $10,590,585 | 3.78% |
