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Home > Institutional Investor > Prism Planning Partners Llc > Profile

Instuitional Investor - Prism Planning Partners Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Prism Planning Partners Llc
Portfolio Value	$94,482,080

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	174,303	$28,632,708	30.3%
2.	Ishares Tr - CORE MSCI INTL		127,728	$11,369,071	12.03%
3.	Vanguard Scottsdale Funds	VCIT	169,001	$9,967,693	10.55%
4.	Dimensional Etf Trust	DFAC	148,271	$6,025,722	6.38%
5.	Ea Series Trust - BRID OMN SMA ETF		203,141	$5,929,624	6.28%