Instuitional Investor - Prism Planning Partners Llc
Fund Profile
Filing Period:
| Fund Name: | Prism Planning Partners Llc |
| Portfolio Value | $84,547,153 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 169,014 | $24,072,702 | 28.47% | |
| 2. | Ishares Tr - CORE MSCI INTL | 123,615 | $10,330,500 | 12.22% | |
| 3. | Vanguard Scottsdale Funds | 160,992 | $9,587,081 | 11.34% | |
| 4. | American Centy Etf Tr | 53,637 | $5,356,143 | 6.34% | |
| 5. | Dimensional Etf Trust | 147,091 | $5,082,010 | 6.01% |
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