Instuitional Investor - Fiduciary Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Fiduciary Planning Llc |
| Portfolio Value | $302,310,443 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 521,262 | $43,650,451 | 14.44% | |
| 2. | First Tr Exchng Traded Fd Vi | 522,012 | $27,359,066 | 9.05% | |
| 3. | Vanguard Malvern Fds | 501,973 | $25,234,179 | 8.35% | |
| 4. | Invesco Actively Managed Exc | 969,901 | $24,296,030 | 8.04% | |
| 5. | Hartford Fds Exchange Traded - AAA CLO ETF | 622,497 | $24,202,677 | 8.01% |
