Instuitional Investor - Wealthplan Investment Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 386,371 $98,381,574 6.52%
2.
Vanguard Index Fds
183,158 $60,106,978 3.99%
3. BRK.A 60,563 $30,447,443 2.02%
4. NVDA 156,090 $29,123,344 1.93%
5.
Spdr Series Trust
312,310 $28,654,479 1.9%