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Home > Institutional Investor > Welch Financial Planning, Llc > Profile

Instuitional Investor - Welch Financial Planning, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Welch Financial Planning, Llc
Portfolio Value	$137,304,415

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Boeing Co	BA	59,678	$12,957,202	9.44%
2.	J P Morgan Exchange Traded F		134,424	$12,474,582	9.09%
3.	Sector Spdr Trust	XLB	85,633	$12,328,597	8.98%
4.	Ishares Tr - CORE DIVID ETF		228,474	$12,143,385	8.84%
5.	Managed Portfolio Series		197,395	$7,925,409	5.77%