Instuitional Investor - Wealthplan Investment Management, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 359,120 $79,771,239 7.86%
2.
Vanguard Index Fds
146,241 $40,192,901 3.96%
3. BRK.A 53,531 $28,509,363 2.81%
4.
Spdr Series Trust
770,717 $19,684,103 1.94%
5. FNDF 984,903 $19,481,378 1.92%