Instuitional Investor - Falcon Wealth Planning
Fund Profile
Filing Period:
| Fund Name: | Falcon Wealth Planning |
| Portfolio Value | $897,052,241 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr | 1,184,004 | $79,055,933 | 8.81% | |
| 2. | Vanguard World Fd | 175,886 | $60,401,182 | 6.73% | |
| 3. | AAPL | 237,826 | $59,556,364 | 6.63% | |
| 4. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 1,109,388 | $49,778,248 | 5.54% | |
| 5. | Blackrock Etf Trust Ii | 799,238 | $41,576,386 | 4.63% |
