Instuitional Investor - Quantum Financial Planning Services, Inc.
Fund Profile
Filing Period:
| Fund Name: | Quantum Financial Planning Services, Inc. |
| Portfolio Value | $212,419,727 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 734,213 | $58,369,963 | 27.48% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 128,706 | $56,424,612 | 26.56% | |
| 3. | Spdr Series Trust | 464,827 | $33,788,310 | 15.91% | |
| 4. | Vanguard Malvern Fds - CORE BD ETF | 342,796 | $26,594,126 | 12.52% | |
| 5. | Capital Group Core Balanced | 237,715 | $7,949,190 | 3.74% |
