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Home > Institutional Investor > Wealthplan Investment Management, Llc > Profile

Instuitional Investor - Wealthplan Investment Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Wealthplan Investment Management, Llc
Portfolio Value	$1,373,266,100

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	391,440	$80,311,707	5.85%
2.	Vanguard Index Fds		171,307	$52,065,261	3.79%
3.	Berkshire Hathaway Inc	BRK.A	58,632	$28,481,667	2.07%
4.	Nvidia Corp	NVDA	179,124	$28,299,871	2.06%
5.	Schwab Strategic Trust	FNDF	989,497	$21,867,883	1.59%