Instuitional Investor - Quantum Financial Planning Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | Quantum Financial Planning Services, Inc. |
| Portfolio Value | $182,808,336 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 746,084 | $58,895,870 | 32.22% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 123,485 | $45,790,864 | 25.05% | |
| 3. | Spdr Series Trust | 444,516 | $29,231,358 | 15.99% | |
| 4. | BND | 323,140 | $23,734,635 | 12.98% | |
| 5. | Vanguard Malvern Fds - CORE BD ETF | 73,882 | $5,720,700 | 3.13% |
