Instuitional Investor - Vertex Planning Partners, Llc
Fund Profile
Filing Period:
| Fund Name: | Vertex Planning Partners, Llc |
| Portfolio Value | $453,259,494 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 913,782 | $62,996,158 | 13.89% | |
| 2. | J P Morgan Exchange Traded F | 618,834 | $35,440,598 | 7.81% | |
| 3. | Wisdomtree Tr | 590,520 | $29,714,972 | 6.55% | |
| 4. | AAPL | 89,778 | $22,482,193 | 4.96% | |
| 5. | J P Morgan Exchange Traded F | 238,146 | $14,774,581 | 3.25% |
