Instuitional Investor - Prism Planning Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Prism Planning Partners Llc |
| Portfolio Value | $89,128,821 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 162,034 | $24,092,874 | 27.03% | |
| 2. | Ishares Tr - CORE MSCI INTL | 121,702 | $10,037,975 | 11.26% | |
| 3. | Vanguard Scottsdale Funds | 144,443 | $8,656,470 | 9.71% | |
| 4. | American Centy Etf Tr | 52,339 | $4,918,329 | 5.52% | |
| 5. | Dimensional Etf Trust | 142,474 | $4,713,037 | 5.29% |
Hedge Fund Resource Center 
