Instuitional Investor - Spartan Planning & Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Spartan Planning & Wealth Management |
| Portfolio Value | $85,337,358 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Ser Tr | 196,662 | $18,057,505 | 21.16% | |
| 2. | Etf Ser Solutions | 114,082 | $11,431,016 | 13.39% | |
| 3. | Spdr Index Shs Fds | 200,728 | $6,224,575 | 7.29% | |
| 4. | Spdr Series Trust | 88,658 | $4,653,658 | 5.45% | |
| 5. | Ishares Tr | 36,752 | $3,699,824 | 4.33% |
