MPS LORIA FINANCIAL PLANNERS, LLC Holdings

MPS LORIA FINANCIAL PLANNERS, LLC is an investment fund managing more than 257.63M US dollars. The largest holdings include iShares Russell 1000 ETF, Apple and iShares MSCI EAFE ETF. In Q3 2022 the fund bought assets of total value of 63.66M US dollars and sold assets of total value of 27.66M US dollars.

$257.63M

portfolio value

-14.65%

quarter

-45.93%

1 year

-12.12%

3 years

+0.79%

5 years

MPS LORIA FINANCIAL PLANNERS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q3 2017	3455000	11545000
Q4 2017	3222000	1784000
Q1 2018	510000	4486000
Q2 2018	6821000	48388000
Q3 2018	56948000	3050000
Q4 2018	-11189000	8968000
Q1 2019	8765000	2122000
Q2 2019	6963000	1599000
Q3 2019	-724000	2049000
Q4 2019	16439000	1469000
Q1 2020	-8966000	28870000
Q2 2020	65605000	9447000
Q3 2020	10391000	5387000
Q4 2020	11373000	17136000
Q1 2021	10265000	18826000
Q2 2021	17932000	10047000
Q3 2021	1939000	613000
Q4 2021	7389000	19047000
Q1 2022	-4694000	5296000
Q2 2022	-6208000	8805000
Q3 2022	63662000	27662000

MPS LORIA FINANCIAL PLANNERS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
iShares Russell 1000 ETF Portfolio share: 25.95% Portfolio value: 66.85M Avg. open price: $194.89 Current price: $219.88 P/L: +12.82% Sold -6.64% shares Q3 2022	share	25.95%	66.85M	$194.89	$219.88	+12.82%	Sold -6.64% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 16.66% Portfolio value: 42.93M Avg. open price: $66.71 Current price: $146.61 P/L: +119.76% Bought +0.67% shares Q3 2022	share	16.66%	42.93M	$66.71	$146.61	+119.76%	Bought +0.67% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 10.27% Portfolio value: 26.44M Avg. open price: $62.54 Current price: $66.83 P/L: +6.86% Bought +1450.33% shares Q3 2022	share	10.27%	26.44M	$62.54	$66.83	+6.86%	Bought +1450.33% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 9.07% Portfolio value: 23.37M Avg. open price: $55.2 Current price: $48.11 P/L: -12.85% Bought +5.72% shares Q3 2022	share	9.07%	23.37M	$55.2	$48.11	-12.85%	Bought +5.72% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 7.80% Portfolio value: 20.09M Avg. open price: $101.78 Current price: $98.54 P/L: -3.18% Bought +661.97% shares Q3 2022	share	7.80%	20.09M	$101.78	$98.54	-3.18%	Bought +661.97% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 6.20% Portfolio value: 15.96M Avg. open price: N/A Current price: $99.28 P/L: N/A N/A Q3 2022	share	6.20%	15.96M	N/A	$99.28	N/A	N/A Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 3.25% Portfolio value: 8.36M Avg. open price: $371.95 Current price: $400.01 P/L: +7.54% Bought +534.06% shares Q3 2022	share	3.25%	8.36M	$371.95	$400.01	+7.54%	Bought +534.06% shares Q3 2022
iShares Russell 2000 ETF Portfolio share: 3.10% Portfolio value: 7.99M Avg. open price: $153.86 Current price: $182.83 P/L: +18.83% Sold -65.66% shares Q3 2022	share	3.10%	7.99M	$153.86	$182.83	+18.83%	Sold -65.66% shares Q3 2022
iShares Russell 3000 ETF Portfolio share: 1.62% Portfolio value: 4.16M Avg. open price: $149.56 Current price: $230.61 P/L: +54.19% Sold -0.65% shares Q3 2022	share	1.62%	4.16M	$149.56	$230.61	+54.19%	Sold -0.65% shares Q3 2022
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 1.38% Portfolio value: 3.55M Avg. open price: $337.56 Current price: $535.04 P/L: +58.50% Bought +1.65% shares Q3 2022	share	1.38%	3.55M	$337.56	$535.04	+58.50%	Bought +1.65% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.93% Portfolio value: 2.40M Avg. open price: $80.09 Current price: $163.96 P/L: +104.72% Sold -3.32% shares Q3 2022	share	0.93%	2.40M	$80.09	$163.96	+104.72%	Sold -3.32% shares Q3 2022
Medical Devices Abbott Laboratories Portfolio share: 0.77% Portfolio value: 1.99M Avg. open price: $90.73 Current price: $105.38 P/L: +16.15% Sold -1.07% shares Q3 2022	share	0.77%	1.99M	$90.73	$105.38	+16.15%	Sold -1.07% shares Q3 2022
Insurance—Property & Casualty The Progressive Corporation Portfolio share: 0.75% Portfolio value: 1.93M Avg. open price: $89.91 Current price: $131.26 P/L: +45.99% Bought +0.29% shares Q4 2020	share	0.75%	1.93M	$89.91	$131.26	+45.99%	Bought +0.29% shares Q4 2020
Software—Infrastructure Microsoft Corporation Portfolio share: 0.65% Portfolio value: 1.68M Avg. open price: $185.22 Current price: $250.2 P/L: +35.08% Bought +6.90% shares Q3 2022	share	0.65%	1.68M	$185.22	$250.2	+35.08%	Bought +6.90% shares Q3 2022
BROWN FORMAN CORP Portfolio share: 0.60% Portfolio value: 1.55M Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.28% shares Q3 2022	share	0.60%	1.55M	N/A	N/A	N/A	Bought +0.28% shares Q3 2022
SPDR S&P Dividend ETF Portfolio share: 0.59% Portfolio value: 1.52M Avg. open price: $108.98 Current price: $129.22 P/L: +18.57% Sold -0.75% shares Q3 2022	share	0.59%	1.52M	$108.98	$129.22	+18.57%	Sold -0.75% shares Q3 2022
Specialty Chemicals The Sherwin-Williams Company Portfolio share: 0.53% Portfolio value: 1.36M Avg. open price: $222.49 Current price: $253.59 P/L: +13.98% Bought +10.02% shares Q3 2022	share	0.53%	1.36M	$222.49	$253.59	+13.98%	Bought +10.02% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.49% Portfolio value: 1.26M Avg. open price: $1,308.25 Current price: $91.02 P/L: -93.04% Bought +1.96% shares Q3 2022	share	0.49%	1.26M	$1,308.25	$91.02	-93.04%	Bought +1.96% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.48% Portfolio value: 1.24M Avg. open price: $159.26 Current price: $178.78 P/L: +12.25% Bought +2.90% shares Q3 2022	share	0.48%	1.24M	$159.26	$178.78	+12.25%	Bought +2.90% shares Q3 2022
Farm Products Archer-Daniels-Midland Company Portfolio share: 0.44% Portfolio value: 1.13M Avg. open price: $58.22 Current price: $90.79 P/L: +55.94% Bought +0.26% shares Q3 2022	share	0.44%	1.13M	$58.22	$90.79	+55.94%	Bought +0.26% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.42% Portfolio value: 1.09M Avg. open price: N/A Current price: N/A P/L: N/A Bought +2.99% shares Q3 2022	share	0.42%	1.09M	N/A	N/A	N/A	Bought +2.99% shares Q3 2022
Banks—Regional First Busey Corporation Portfolio share: 0.42% Portfolio value: 1.08M Avg. open price: $18.99 Current price: $24.86 P/L: +30.93% Bought +0.61% shares Q3 2022	share	0.42%	1.08M	$18.99	$24.86	+30.93%	Bought +0.61% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.37% Portfolio value: 960K Avg. open price: $121.4 Current price: $156.13 P/L: +28.60% Sold -2.11% shares Q3 2022	share	0.37%	960K	$121.4	$156.13	+28.60%	Sold -2.11% shares Q3 2022
Medical Distribution McKesson Corporation Portfolio share: 0.37% Portfolio value: 949K Avg. open price: $170.08 Current price: $382.44 P/L: +124.86% Bought +0.58% shares Q3 2022	share	0.37%	949K	$170.08	$382.44	+124.86%	Bought +0.58% shares Q3 2022
Communication Equipment Cisco Systems, Inc. Portfolio share: 0.34% Portfolio value: 881K Avg. open price: $41.7 Current price: $49.33 P/L: +18.31% Bought +1.76% shares Q3 2022	share	0.34%	881K	$41.7	$49.33	+18.31%	Bought +1.76% shares Q3 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 0.32% Portfolio value: 834K Avg. open price: $376.67 Current price: $436.89 P/L: +15.99% Bought +3.22% shares Q2 2022	share	0.32%	834K	$376.67	$436.89	+15.99%	Bought +3.22% shares Q2 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.32% Portfolio value: 824K Avg. open price: $50.98 Current price: $106.85 P/L: +109.58% Bought +3.46% shares Q3 2022	share	0.32%	824K	$50.98	$106.85	+109.58%	Bought +3.46% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.28% Portfolio value: 712K Avg. open price: $1,357.43 Current price: $99.48 P/L: -92.67% Sold -3.38% shares Q3 2022	share	0.28%	712K	$1,357.43	$99.48	-92.67%	Sold -3.38% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.27% Portfolio value: 700K Avg. open price: $267.94 Current price: $320.08 P/L: +19.46% Bought +4.96% shares Q3 2022	share	0.27%	700K	$267.94	$320.08	+19.46%	Bought +4.96% shares Q3 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 0.25% Portfolio value: 648K Avg. open price: $128.09 Current price: $369.29 P/L: +188.31% Sold -11.21% shares Q3 2022	share	0.25%	648K	$128.09	$369.29	+188.31%	Sold -11.21% shares Q3 2022
Invesco QQQ Trust Portfolio share: 0.23% Portfolio value: 599K Avg. open price: $315.57 Current price: $287.73 P/L: -8.82% Bought +0.09% shares Q3 2022	share	0.23%	599K	$315.57	$287.73	-8.82%	Bought +0.09% shares Q3 2022
Utilities—Regulated Electric WEC Energy Group, Inc. Portfolio share: 0.22% Portfolio value: 575K Avg. open price: $92.18 Current price: $94.25 P/L: +2.24% Sold -3.02% shares Q3 2022	share	0.22%	575K	$92.18	$94.25	+2.24%	Sold -3.02% shares Q3 2022
Vanguard Total World Stock Index Fund Portfolio share: 0.19% Portfolio value: 502K Avg. open price: $67.83 Current price: $89.45 P/L: +31.88% Bought +0.02% shares Q3 2022	share	0.19%	502K	$67.83	$89.45	+31.88%	Bought +0.02% shares Q3 2022
Banks—Regional Wintrust Financial Corporation Portfolio share: 0.19% Portfolio value: 496K Avg. open price: $48.39 Current price: $85.43 P/L: +76.53% Bought +0.35% shares Q3 2022	share	0.19%	496K	$48.39	$85.43	+76.53%	Bought +0.35% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.18% Portfolio value: 471K Avg. open price: $2,161.94 Current price: $99.87 P/L: -95.38% Bought +8.41% shares Q3 2022	share	0.18%	471K	$2,161.94	$99.87	-95.38%	Bought +8.41% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.18% Portfolio value: 469K Avg. open price: $51.69 Current price: $37.07 P/L: -28.28% Sold -1.18% shares Q3 2022	share	0.18%	469K	$51.69	$37.07	-28.28%	Sold -1.18% shares Q3 2022
Farm & Heavy Construction Machinery Caterpillar Inc. Portfolio share: 0.18% Portfolio value: 468K Avg. open price: $176.46 Current price: $232.57 P/L: +31.79% Bought +1.24% shares Q3 2022	share	0.18%	468K	$176.46	$232.57	+31.79%	Bought +1.24% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 0.18% Portfolio value: 465K Avg. open price: $181.77 Current price: $271.59 P/L: +49.41% Bought +0.65% shares Q3 2022	share	0.18%	465K	$181.77	$271.59	+49.41%	Bought +0.65% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.17% Portfolio value: 450K Avg. open price: $37.71 Current price: $50.73 P/L: +34.51% Bought +6.22% shares Q3 2022	share	0.17%	450K	$37.71	$50.73	+34.51%	Bought +6.22% shares Q3 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.17% Portfolio value: 439K Avg. open price: $123.75 Current price: $149.09 P/L: +20.48% Bought +2.75% shares Q3 2022	share	0.17%	439K	$123.75	$149.09	+20.48%	Bought +2.75% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.17% Portfolio value: 430K Avg. open price: $122.32 Current price: $95.93 P/L: -21.58% Bought +3.73% shares Q3 2022	share	0.17%	430K	$122.32	$95.93	-21.58%	Bought +3.73% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.15% Portfolio value: 391K Avg. open price: $26.07 Current price: $18.75 P/L: -28.07% Bought +1.20% shares Q3 2022	share	0.15%	391K	$26.07	$18.75	-28.07%	Bought +1.20% shares Q3 2022
Vanguard Information Technology Index Fund Portfolio share: 0.15% Portfolio value: 384K Avg. open price: $175.13 Current price: $340.6 P/L: +94.48% Sold -6.37% shares Q4 2018	share	0.15%	384K	$175.13	$340.6	+94.48%	Sold -6.37% shares Q4 2018
Discount Stores Walmart Inc. Portfolio share: 0.15% Portfolio value: 374K Avg. open price: $127.25 Current price: $151.65 P/L: +19.17% Bought +1.41% shares Q3 2022	share	0.15%	374K	$127.25	$151.65	+19.17%	Bought +1.41% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.14% Portfolio value: 371K Avg. open price: $709.56 Current price: $182.45 P/L: -74.29% Bought +24.60% shares Q3 2022	share	0.14%	371K	$709.56	$182.45	-74.29%	Bought +24.60% shares Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.14% Portfolio value: 362K Avg. open price: $60.58 Current price: $100.68 P/L: +66.20% Sold -1.38% shares Q3 2022	share	0.14%	362K	$60.58	$100.68	+66.20%	Sold -1.38% shares Q3 2022
Waste Management Waste Management, Inc. Portfolio share: 0.14% Portfolio value: 357K Avg. open price: $110.37 Current price: $167.79 P/L: +52.02% Bought +2.53% shares Q3 2022	share	0.14%	357K	$110.37	$167.79	+52.02%	Bought +2.53% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 0.14% Portfolio value: 349K Avg. open price: $63.83 Current price: $85.15 P/L: +33.40% Bought +3.18% shares Q3 2022	share	0.14%	349K	$63.83	$85.15	+33.40%	Bought +3.18% shares Q3 2022
Confectioners Mondelez International, Inc. Portfolio share: 0.14% Portfolio value: 348K Avg. open price: $54 Current price: $67.43 P/L: +24.87% Bought +0.35% shares Q2 2022	share	0.14%	348K	$54	$67.43	+24.87%	Bought +0.35% shares Q2 2022
SPDR Dow Jones Global Real Estate ETF Portfolio share: 0.13% Portfolio value: 327K Avg. open price: $39.77 Current price: $42.16 P/L: +6.02% Sold -0.47% shares Q3 2022	share	0.13%	327K	$39.77	$42.16	+6.02%	Sold -0.47% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 0.12% Portfolio value: 312K Avg. open price: $183.33 Current price: $228.45 P/L: +24.61% Sold -2.73% shares Q3 2022	share	0.12%	312K	$183.33	$228.45	+24.61%	Sold -2.73% shares Q3 2022
Medical Devices Edwards Lifesciences Corporation Portfolio share: 0.12% Portfolio value: 307K Avg. open price: $82.17 Current price: $73.85 P/L: -10.13% Sold -0.16% shares Q3 2022	share	0.12%	307K	$82.17	$73.85	-10.13%	Sold -0.16% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 0.12% Portfolio value: 303K Avg. open price: $108.31 Current price: $143.56 P/L: +32.55% Bought +0.12% shares Q3 2022	share	0.12%	303K	$108.31	$143.56	+32.55%	Bought +0.12% shares Q3 2022
Banks—Regional U.S. Bancorp Portfolio share: 0.12% Portfolio value: 298K Avg. open price: $34.04 Current price: $43.91 P/L: +28.99% Sold -0.32% shares Q3 2022	share	0.12%	298K	$34.04	$43.91	+28.99%	Sold -0.32% shares Q3 2022
Information Technology Services International Business Machines Corporation Portfolio share: 0.11% Portfolio value: 281K Avg. open price: $117.56 Current price: $147.41 P/L: +25.39% Bought +2.69% shares Q3 2022	share	0.11%	281K	$117.56	$147.41	+25.39%	Bought +2.69% shares Q3 2022
Electrical Equipment & Parts Hubbell Incorporated Portfolio share: 0.11% Portfolio value: 278K Avg. open price: $118.89 Current price: $246.26 P/L: +107.14% Sold -13.78% shares Q3 2022	share	0.11%	278K	$118.89	$246.26	+107.14%	Sold -13.78% shares Q3 2022
Insurance Brokers Aon plc Portfolio share: 0.11% Portfolio value: 276K Avg. open price: $215.43 Current price: $308.89 P/L: +43.39% Bought +1.68% shares Q3 2022	share	0.11%	276K	$215.43	$308.89	+43.39%	Bought +1.68% shares Q3 2022
Aerospace & Defense General Dynamics Corporation Portfolio share: 0.10% Portfolio value: 268K Avg. open price: $179.42 Current price: $250.91 P/L: +39.84% Sold -16.79% shares Q3 2022	share	0.10%	268K	$179.42	$250.91	+39.84%	Sold -16.79% shares Q3 2022
SPDR Bloomberg High Yield Bond ETF Portfolio share: 0.10% Portfolio value: 258K Avg. open price: $96.2 Current price: $91.7 P/L: -4.68% Sold -2.46% shares Q3 2022	share	0.10%	258K	$96.2	$91.7	-4.68%	Sold -2.46% shares Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.09% Portfolio value: 228K Avg. open price: $49.46 Current price: $63.47 P/L: +28.33% Bought +1.85% shares Q3 2022	share	0.09%	228K	$49.46	$63.47	+28.33%	Bought +1.85% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 0.09% Portfolio value: 221K Avg. open price: $78.09 Current price: $110.01 P/L: +40.87% Bought +4.40% shares Q3 2022	share	0.09%	221K	$78.09	$110.01	+40.87%	Bought +4.40% shares Q3 2022
Vanguard Extended Market Index Fund Portfolio share: 0.08% Portfolio value: 215K Avg. open price: $182.59 Current price: $139.09 P/L: -23.82% Sold -27.30% shares Q2 2022	share	0.08%	215K	$182.59	$139.09	-23.82%	Sold -27.30% shares Q2 2022
Footwear & Accessories NIKE, Inc. Portfolio share: 0.08% Portfolio value: 211K Avg. open price: $114.75 Current price: $109.62 P/L: -4.47% Bought +4.91% shares Q3 2022	share	0.08%	211K	$114.75	$109.62	-4.47%	Bought +4.91% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.08% Portfolio value: 209K Avg. open price: $278.24 Current price: $367.34 P/L: +32.02% N/A Q1 2022	share	0.08%	209K	$278.24	$367.34	+32.02%	N/A Q1 2022
Auto Manufacturers Ford Motor Company Portfolio share: 0.08% Portfolio value: 202K Avg. open price: $11.27 Current price: $13.38 P/L: +18.70% Sold -9.56% shares Q3 2022	share	0.08%	202K	$11.27	$13.38	+18.70%	Sold -9.56% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.08% Portfolio value: 202K Avg. open price: $198.46 Current price: $213.68 P/L: +7.67% N/A Q3 2022	share	0.08%	202K	$198.46	$213.68	+7.67%	N/A Q3 2022
Medical Instruments & Supplies Hologic, Inc. Portfolio share: 0.08% Portfolio value: 201K Avg. open price: $69.92 Current price: $75.11 P/L: +7.42% Bought +2.57% shares Q3 2022	share	0.08%	201K	$69.92	$75.11	+7.42%	Bought +2.57% shares Q3 2022
Banks—Regional Old National Bancorp Portfolio share: 0.07% Portfolio value: 174K Avg. open price: $15.62 Current price: $18.16 P/L: +16.25% Bought +0.40% shares Q3 2022	share	0.07%	174K	$15.62	$18.16	+16.25%	Bought +0.40% shares Q3 2022
Computer Hardware Desktop Metal, Inc. Portfolio share: 0.01% Portfolio value: 29K Avg. open price: N/A Current price: $1.87 P/L: N/A N/A Q1 2022	share	0.01%	29K	N/A	$1.87	N/A	N/A Q1 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $93.59 Current price: $131.37 P/L: +40.36% Sold -100.00% shares Q3 2022	share	0.00%	0	$93.59	$131.37	+40.36%	Sold -100.00% shares Q3 2022
Software—Infrastructure Oracle Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $79.57 Current price: $79.43 P/L: -0.17% Sold -100.00% shares Q3 2022	share	0.00%	0	$79.57	$79.43	-0.17%	Sold -100.00% shares Q3 2022
Semiconductors Texas Instruments Incorporated Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $154.81 Current price: $177.39 P/L: +14.58% Sold -100.00% shares Q3 2022	share	0.00%	0	$154.81	$177.39	+14.58%	Sold -100.00% shares Q3 2022
Banks—Regional Fifth Third Bancorp Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $32.95 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$32.95	N/A	Sold -100.00% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $43.84 Current price: $29.17 P/L: -33.47% Sold -100.00% shares Q3 2022	share	0.00%	0	$43.84	$29.17	-33.47%	Sold -100.00% shares Q3 2022

Showing TOP 74 MPS LORIA FINANCIAL PLANNERS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of MPS LORIA FINANCIAL PLANNERS, LLC?

The biggest position of the MPS LORIA FINANCIAL PLANNERS, LLC is iShares Russell 1000 ETF (IWB) with 25.95% portfolio share worth of 66.86M US dollars.

Top 5 MPS LORIA FINANCIAL PLANNERS's holdings represent 69.75% of the portfolio:

iShares Russell 1000 ETF (IWB) – 25.95%
Apple Inc. (AAPL) – 16.66%
iShares MSCI EAFE ETF (EFA) – 10.27%
iShares Core MSCI Emerging Markets ETF (IEMG) – 9.07%
iShares Core U.S. Aggregate Bond ETF (AGG) – 7.8%

Who is the portfolio manager of MPS LORIA FINANCIAL PLANNERS, LLC?

The portfolio manager of the MPS LORIA FINANCIAL PLANNERS, LLC is .

What is the total asset value of the MPS LORIA FINANCIAL PLANNERS, LLC portfolio?

MPS LORIA FINANCIAL PLANNERS, LLC total asset value (portfolio value) is 257.63M US dollars.

Who is ?

is the portfolio manager of the MPS LORIA FINANCIAL PLANNERS, LLC.

What is (MPS LORIA FINANCIAL PLANNERS, LLC) fund performance?

MPS LORIA FINANCIAL PLANNERS's quarterly performance is -14.65%, annualy -45.93%. In the past 3 years, the value of 's portfolio has decreased by -12%. In the past 5 years, the value of the portfolio has increased by +1%.

What is the MPS LORIA FINANCIAL PLANNERS, LLC CIK?

MPS LORIA FINANCIAL PLANNERS's Central Index Key is 0001716180 .

MPS LORIA FINANCIAL PLANNERS, LLC Holdings

MPS LORIA FINANCIAL PLANNERS, LLC portfolio value:

MPS LORIA FINANCIAL PLANNERS, LLC quarter portfolio value change:

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MPS LORIA FINANCIAL PLANNERS, LLC 3 years portfolio value change:

MPS LORIA FINANCIAL PLANNERS, LLC 5 years portfolio value change: