Instuitional Investor - Vertex Planning Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Vertex Planning Partners, Llc |
| Portfolio Value | $479,012,597 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 848,519 | $61,678,860 | 12.88% | |
| 2. | J P Morgan Exchange Traded F | 641,311 | $38,510,731 | 8.04% | |
| 3. | Wisdomtree Tr | 605,651 | $30,470,324 | 6.36% | |
| 4. | AAPL | 90,457 | $18,559,153 | 3.87% | |
| 5. | Spdr Series Trust | 157,049 | $14,969,875 | 3.13% |
Hedge Fund Resource Center 
