Instuitional Investor - Fiduciary Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Fiduciary Planning Llc |
| Portfolio Value | $303,510,533 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 553,851 | $44,230,579 | 14.57% | |
| 2. | First Tr Exchng Traded Fd Vi | 588,910 | $28,732,919 | 9.47% | |
| 3. | Vanguard Malvern Fds | 564,799 | $28,183,487 | 9.29% | |
| 4. | Invesco Actively Managed Exc | 1,080,923 | $27,109,540 | 8.93% | |
| 5. | Hartford Fds Exchange Traded - AAA CLO ETF | 690,495 | $26,822,264 | 8.84% |
