Instuitional Investor - Spectrum Planning & Advisory Services Inc.
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Tr | 103,670 | $10,438,532 | 6.75% | |
2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 189,266 | $9,592,001 | 6.2% | |
3. | Ishares Tr - MSCI USA QLT FCT | 43,322 | $7,920,149 | 5.12% | |
4. | Ishares Tr - EAFE VALUE ETF | 121,414 | $7,707,350 | 4.98% | |
5. | IEF | 68,171 | $7,505,671 | 4.85% |