Instuitional Investor - Defined Financial Planning Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | FNDF | 391,704 | $11,543,517 | 10.25% | |
2. | Wisdomtree Tr | 124,470 | $10,516,470 | 9.34% | |
3. | J P Morgan Exchange Traded F | 161,785 | $7,210,871 | 6.41% | |
4. | Northern Lts Fd Tr Iv | 116,273 | $6,772,902 | 6.02% | |
5. | Wisdomtree Tr | 137,948 | $5,945,559 | 5.28% |