Instuitional Investor - Fiduciary Planning Llc
Fund Profile
Filing Period:
Fund Name: | Fiduciary Planning Llc |
Portfolio Value | $327,144,100 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Wisdomtree Tr | 551,306 | $49,044,167 | 14.99% | |
2. | First Tr Exchng Traded Fd Vi | 505,308 | $27,865,212 | 8.52% | |
3. | Vanguard Malvern Fds | 496,199 | $25,122,541 | 7.68% | |
4. | Invesco Actively Managed Exc | 964,120 | $24,199,410 | 7.4% | |
5. | Hartford Fds Exchange Traded - AAA CLO ETF | 618,419 | $24,050,693 | 7.35% |