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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	$139,070,781

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Tr - CORE DIVID ETF		231,557	$12,492,492	8.98%
2.	Sector Spdr Trust	XLB	92,376	$12,276,784	8.83%
3.	Boeing Co	BA	59,503	$11,842,804	8.52%
4.	J P Morgan Exchange Traded F		138,201	$11,680,780	8.4%
5.	Managed Portfolio Series		205,166	$8,298,965	5.97%