Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

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	$169,176,589

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Value Index - ETF		154,900	$30,391,350	17.96%
2.	Vanguard Ftse Developed - ETF		435,762	$27,923,636	16.51%
3.	Vanguard Growth Index - ETF		62,649	$27,364,442	16.18%
4.	Ishares Trust	IEF	128,495	$8,677,298	5.13%
5.	Ishares Trust	IEF	58,924	$7,324,823	4.33%