Instuitional Investor - Estate Planners Group, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. GOF 2,370,615 $26,124,178 12.55%
2. PDI 1,308,910 $22,395,449 10.76%
3.
Series Portfolios Tr
756,166 $19,395,670 9.32%
4.
Invesco Qqq Tr
27,037 $15,605,366 7.5%
5. ARCC 679,446 $12,243,624 5.88%