Instuitional Investor - Spectrum Planning & Advisory Services Inc.
Fund Profile
Filing Period:
| Fund Name: | Spectrum Planning & Advisory Services Inc. |
| Portfolio Value | $202,065,087 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 155,958 | $14,291,999 | 7.07% | |
| 2. | Ishares Tr | 122,479 | $12,328,763 | 6.1% | |
| 3. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 219,764 | $11,122,246 | 5.5% | |
| 4. | IEF | 69,972 | $7,914,536 | 3.92% | |
| 5. | Blackrock Etf Trust | 131,958 | $7,677,307 | 3.8% |