Instuitional Investor - Vertex Planning Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Vertex Planning Partners, Llc |
| Portfolio Value | $458,144,655 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 933,352 | $61,377,234 | 13.4% | |
| 2. | J P Morgan Exchange Traded F | 632,454 | $35,714,651 | 7.8% | |
| 3. | Wisdomtree Tr | 632,240 | $31,820,655 | 6.95% | |
| 4. | AAPL | 89,662 | $19,916,670 | 4.35% | |
| 5. | J P Morgan Exchange Traded F | 252,234 | $15,053,343 | 3.29% |
