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Home > Institutional Investor > Planvest Financial, Inc > Profile

Instuitional Investor - Planvest Financial, Inc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Planvest Financial, Inc
Portfolio Value	$131,496,053

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	SCHD	259,164	$7,951,153	6.05%
2.	Ishares Trust	IEF	9,674	$6,319,248	4.81%
3.	Invesco Nasdaq 100 Etf - ETF		21,964	$5,219,258	3.97%
4.	Ishares Trust	IEF	49,421	$4,906,038	3.73%
5.	Blue Buffalo Pet Products Inc.	BUFF	135,716	$4,541,736	3.45%