Instuitional Investor - Planning Alternatives Ltd V
Fund Profile
Filing Period:
| Fund Name: | Planning Alternatives Ltd V |
| Portfolio Value | $718,647,660 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 420,164 | $260,880,055 | 36.3% | |
| 2. | IEF | 1,261,373 | $78,230,348 | 10.89% | |
| 3. | Vanguard Tax-Managed Fds | 1,284,284 | $73,217,024 | 10.19% | |
| 4. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 592,909 | $66,684,420 | 9.28% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 267,604 | $54,770,521 | 7.62% |
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