Instuitional Investor - Falcon Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Falcon Wealth Planning |
| Portfolio Value | $1,187,336,405 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 1,804,027 | $136,691,104 | 11.51% | |
| 2. | Vanguard World Fd | 220,484 | $91,009,323 | 7.66% | |
| 3. | AAPL | 276,154 | $75,075,165 | 6.32% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,354,634 | $62,367,362 | 5.25% | |
| 5. | Dimensional Etf Trust | 1,248,922 | $62,321,222 | 5.25% |
Hedge Fund Resource Center 
