Instuitional Investor - Fiduciary Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Fiduciary Planning Llc |
| Portfolio Value | $331,100,729 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 513,030 | $45,064,516 | 13.61% | |
| 2. | First Tr Exchng Traded Fd Vi | 504,012 | $28,149,121 | 8.5% | |
| 3. | Vanguard Malvern Fds | 506,084 | $25,278,919 | 7.63% | |
| 4. | Invesco Actively Managed Exc | 989,787 | $24,779,312 | 7.48% | |
| 5. | Hartford Fds Exchange Traded - AAA CLO ETF | 636,154 | $24,651,080 | 7.45% |
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