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Instuitional Investor - Planning Alternatives Ltd V

Fund Profile
Filing Period:
Fund Name: Planning Alternatives Ltd V
Portfolio Value $537,771,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. IEF 394,044 $99,666 18.53%
Vanguard Tax Managed Intl Fd
1,493,490 $64,832 12.05%
3. FNDF 730,959 $44,523 8.27%
Vanguard Specialized Portfol
456,519 $43,273 8.04%
5. BND 428,643 $35,132 6.53%