Instuitional Investor - Vertex Planning Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Vertex Planning Partners, Llc |
| Portfolio Value | $514,877,175 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 950,227 | $72,730,363 | 14.13% | |
| 2. | Ishares Tr | 1,038,819 | $52,595,417 | 10.22% | |
| 3. | Wisdomtree Tr | 894,095 | $45,008,726 | 8.74% | |
| 4. | J P Morgan Exchange Traded F | 621,176 | $38,090,518 | 7.4% | |
| 5. | AAPL | 87,675 | $22,251,064 | 4.32% |
Hedge Fund Resource Center 
