Instuitional Investor - Fiduciary Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Fiduciary Planning Llc |
| Portfolio Value | $307,979,843 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Wisdomtree Tr | 527,667 | $42,704,126 | 13.86% | |
| 2. | First Tr Exchng Traded Fd Vi | 580,451 | $28,889,046 | 9.38% | |
| 3. | Vanguard Malvern Fds | 551,877 | $26,721,900 | 8.67% | |
| 4. | Invesco Actively Managed Exc | 1,049,404 | $26,355,789 | 8.55% | |
| 5. | Hartford Fds Exchange Traded - AAA CLO ETF | 670,420 | $26,102,788 | 8.47% |
