Instuitional Investor - Atx Financial Planning, Llc

Fund Profile
Filing Period:
Fund Name: Atx Financial Planning, Llc
Portfolio Value $131,631,442
Filing Period:
No. Security Ticker Shares Value % Port
1. BUFF 312,132 $10,393,987 7.9%
2. BUFF 309,856 $10,369,331 7.88%
3.
Vanguard Scottsdale Funds
136,142 $8,107,248 6.16%
4. BUFF 206,074 $7,297,093 5.54%
5.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
26,811 $6,370,864 4.84%