Instuitional Investor - Planning Strategies Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | VCIT | 205,539 | $26,269,879 | 16.39% | |
| 2. | Franklin International Low Volatility High Dividend Index Etf - ETF | 394,118 | $15,995,292 | 9.98% | |
| 3. | Ishares Core Dividend Growth Etf - ETF | 205,356 | $15,563,902 | 9.71% | |
| 4. | Ishares Msci Intl Quality Factor Etf - ETF | 206,966 | $10,255,165 | 6.4% | |
| 5. | T. Rowe Price Capital Appreciation Equity Etf - ETF | 136,760 | $5,620,820 | 3.51% |
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