Instuitional Investor - Falcon Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Falcon Wealth Planning |
| Portfolio Value | $899,769,805 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 1,439,526 | $93,871,482 | 10.43% | |
| 2. | Vanguard World Fd | 200,980 | $62,078,759 | 6.9% | |
| 3. | AAPL | 272,785 | $60,593,745 | 6.73% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,140,763 | $52,075,824 | 5.79% | |
| 5. | Dimensional Etf Trust | 1,200,928 | $47,268,539 | 5.25% |
