Instuitional Investor - Spectrum Planning & Advisory Services Inc.
Fund Profile
Filing Period:
| Fund Name: | Spectrum Planning & Advisory Services Inc. |
| Portfolio Value | $177,159,105 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 123,520 | $12,438,488 | 7.02% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 228,841 | $11,609,096 | 6.55% | |
| 3. | Blackrock Etf Trust | 152,206 | $9,010,574 | 5.09% | |
| 4. | VLUE | 42,028 | $8,174,474 | 4.61% | |
| 5. | Ishares Tr - EAFE VALUE ETF | 119,400 | $8,098,903 | 4.57% |