Instuitional Investor - Planning Alternatives Ltd V
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 419,847 | $281,003,776 | 36.09% | |
| 2. | IEF | 1,268,564 | $82,786,512 | 10.63% | |
| 3. | Vanguard Tax-Managed Fds | 1,303,535 | $78,107,805 | 10.03% | |
| 4. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 599,180 | $72,536,765 | 9.31% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 269,040 | $58,056,073 | 7.46% |
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