Instuitional Investor - Defined Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Defined Financial Planning Llc |
| Portfolio Value | $98,687,598 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 344,505 | $8,695,306 | 8.81% | |
| 2. | Wisdomtree Tr | 105,955 | $8,486,996 | 8.6% | |
| 3. | Wisdomtree Tr | 160,836 | $7,004,247 | 7.1% | |
| 4. | J P Morgan Exchange Traded F | 141,075 | $5,840,505 | 5.92% | |
| 5. | Northern Lts Fd Tr Iv | 108,113 | $5,535,386 | 5.61% |
