Instuitional Investor - Plan A Wealth Llc
Fund Profile
Filing Period:
| Fund Name: | Plan A Wealth Llc |
| Portfolio Value | $196,522,311 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Northern Lts Fd Tr Iv - INSPIRE 500 ETF | 135,954 | $33,886,559 | 17.24% | |
| 2. | Unified Ser Tr | 587,880 | $23,644,534 | 12.03% | |
| 3. | BRK.A | 29 | $21,871,800 | 11.13% | |
| 4. | Timothy Plan | 168,208 | $6,992,392 | 3.56% | |
| 5. | Northern Lts Fd Tr Iv | 238,168 | $5,751,758 | 2.93% |