Instuitional Investor - Falcon Wealth Planning
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | KRMN | 2,569,446 | $205,684,152 | 14.01% | |
| 2. | American Centy Etf Tr | 1,970,576 | $158,848,093 | 10.82% | |
| 3. | Vanguard World Fd | 233,737 | $85,884,480 | 5.85% | |
| 4. | AAPL | 282,160 | $71,609,356 | 4.88% | |
| 5. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,505,536 | $68,682,580 | 4.68% |
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