Instuitional Investor - Plan A Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Plan A Wealth Llc |
| Portfolio Value | $204,419,419 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Northern Lts Fd Tr Iv - INSPIRE 500 ETF | 141,890 | $35,215,676 | 17.23% | |
| 2. | Unified Ser Tr | 611,968 | $25,329,356 | 12.39% | |
| 3. | BRK.A | 29 | $21,889,200 | 10.71% | |
| 4. | Timothy Plan | 172,937 | $7,168,246 | 3.51% | |
| 5. | Northern Lts Fd Tr Iv | 282,343 | $6,832,696 | 3.34% |
Hedge Fund Resource Center 
