Instuitional Investor - Defined Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Defined Financial Planning Llc |
| Portfolio Value | $93,667,860 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Northern Lts Fd Tr Iv | 149,419 | $8,212,068 | 8.76% | |
| 2. | FNDF | 273,498 | $7,622,389 | 8.13% | |
| 3. | Wisdomtree Tr | 87,140 | $7,052,240 | 7.52% | |
| 4. | Wisdomtree Tr | 146,873 | $6,303,789 | 6.72% | |
| 5. | Wisdomtree Tr | 82,567 | $4,101,929 | 4.37% |
