Instuitional Investor - Welch Financial Planning, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | XLE | 96,704 | $18,424,065 | 10.74% | |
| 2. | Ishares Tr - CORE DIVID ETF | 234,487 | $14,444,399 | 8.42% | |
| 3. | BA | 58,924 | $12,755,278 | 7.43% | |
| 4. | Invesco Exch Traded Fd Tr Ii - S&P INTL MOMNT | 170,302 | $10,267,508 | 5.98% | |
| 5. | Managed Portfolio Ser | 218,880 | $10,228,262 | 5.96% |
Hedge Fund Resource Center 
