Instuitional Investor - Falcon Wealth Planning

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%