Instuitional Investor - Wealthplan Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Wealthplan Investment Management, Llc
Portfolio Value $624,313,622
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 275,686 $53,077,733 8.5%
2. NUE 74,505 $12,966,898 2.07%
3. MSM 126,395 $12,798,786 2.05%
4. BRK.A 35,456 $12,645,707 2.02%
5. PEP 71,228 $12,097,446 1.93%