Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Vertex Planning Partners, Llc > Profile

Instuitional Investor - Vertex Planning Partners, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Vertex Planning Partners, Llc
Portfolio Value	$430,389,076

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust		882,936	$70,829,139	16.46%
2.	J P Morgan Exchange Traded F		603,268	$38,114,465	8.86%
3.	Wisdomtree Tr		518,086	$26,070,090	6.06%
4.	Apple Inc.	AAPL	87,730	$23,850,407	5.54%
5.	Spdr S & P 500 Etf Trust	SPY	26,250	$17,900,302	4.16%