Instuitional Investor - Treasure Coast Financial Planning
Fund Profile
Filing Period:
| Fund Name: | Treasure Coast Financial Planning |
| Portfolio Value | $171,620,602 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 454,103 | $34,007,804 | 19.82% | |
| 2. | Spdr Index Shs Fds | 557,857 | $22,587,637 | 13.16% | |
| 3. | Spdr Series Trust | 120,402 | $11,971,548 | 6.98% | |
| 4. | Spdr Series Trust | 125,311 | $11,494,737 | 6.7% | |
| 5. | Spdr Series Trust | 342,438 | $10,030,019 | 5.84% |