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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	$1,794,911,227

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	422,306	$107,176,871	5.97%
2.	Ishares Trust	IEF	125,181	$81,769,425	4.56%
3.	Ea Series Trust		1,046,101	$52,080,243	2.9%
4.	Vanguard Index Fds		156,274	$50,134,359	2.79%
5.	Nvidia Corp	NVDA	275,706	$48,083,144	2.68%