Instuitional Investor - Plan Group Financial, Llc

Fund Profile
Filing Period:
Fund Name: Plan Group Financial, Llc
Portfolio Value $426,257,035
Filing Period:
No. Security Ticker Shares Value % Port
1. BRK.A 21 $15,080,940 3.54%
2.
Pacer Fds Tr
229,452 $14,354,501 3.37%
3.
Ishares Tr - MSCI ACWI ETF
97,449 $13,483,998 3.16%
4. JPM 39,302 $11,560,971 2.71%
5.
Vanguard Index Fds - S&P 500 ETF SHS
19,272 $11,515,891 2.7%