Instuitional Investor - Vertex Planning Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Vertex Planning Partners, Llc |
| Portfolio Value | $521,401,407 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 874,721 | $68,525,632 | 13.14% | |
| 2. | J P Morgan Exchange Traded F | 645,295 | $40,595,519 | 7.79% | |
| 3. | Wisdomtree Tr | 538,485 | $27,069,652 | 5.19% | |
| 4. | AAPL | 90,392 | $23,016,629 | 4.41% | |
| 5. | Spdr Series Trust | 159,939 | $16,715,269 | 3.21% |
Hedge Fund Resource Center 
