Instuitional Investor - Defined Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Defined Financial Planning Llc |
| Portfolio Value | $120,553,737 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 436,270 | $14,187,500 | 11.77% | |
| 2. | Wisdomtree Tr | 105,749 | $9,426,466 | 7.82% | |
| 3. | J P Morgan Exchange Traded F | 155,620 | $7,477,541 | 6.2% | |
| 4. | Wisdomtree Tr | 164,875 | $6,937,940 | 5.76% | |
| 5. | Wisdomtree Tr | 152,014 | $6,731,940 | 5.58% |