Instuitional Investor - Fiduciary Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Fiduciary Planning Llc |
| Portfolio Value | $329,486,819 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 559,505 | $50,036,522 | 15.19% | |
| 2. | First Tr Exchng Traded Fd Vi | 502,052 | $28,426,184 | 8.63% | |
| 3. | Vanguard Malvern Fds | 502,499 | $24,853,595 | 7.54% | |
| 4. | Invesco Actively Managed Exc | 977,936 | $24,546,201 | 7.45% | |
| 5. | Hartford Fds Exchange Traded - AAA CLO ETF | 626,613 | $24,381,511 | 7.4% |
Hedge Fund Resource Center 
