Instuitional Investor - Planning Alternatives Ltd V

Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 422,958 $202,017,509 35.38%
2.
Vanguard Tax-Managed Fds
1,350,564 $64,691,995 11.33%
3. IEF 232,972 $64,568,119 11.3%
4.
J P Morgan Exchange Traded F
518,405 $53,252,009 9.32%
5.
Vanguard Specialized Funds
252,753 $43,069,048 7.54%