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Home > Institutional Investor > United Financial Planning Group Llc > Profile

Instuitional Investor - United Financial Planning Group Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	United Financial Planning Group Llc
Portfolio Value	$164,837,673

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Value Etf - ETF		155,169	$29,635,685	17.98%
2.	Vanguard Growth Etf - ETF		58,192	$28,389,698	17.22%
3.	Vanguard Ftse Developed Markets Etf - ETF		417,953	$26,109,514	15.84%
4.	Ishares Trust	IEF	126,709	$8,362,818	5.07%
5.	Ishares Trust	IEF	56,717	$6,816,216	4.14%