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Home > Institutional Investor > Vertex Planning Partners, Llc > Profile

Instuitional Investor - Vertex Planning Partners, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Vertex Planning Partners, Llc
Portfolio Value	$337,567,528

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Wisdomtree Tr		821,871	$41,290,814	12.23%
2.	J P Morgan Exchange Traded F		717,214	$34,325,871	10.16%
3.	Spdr Series Trust		590,753	$33,023,079	9.78%
4.	Ishares Trust	IEF	52,500	$25,075,708	7.42%
5.	Spdr S & P 500 Etf Trust	SPY	36,091	$17,154,357	5.08%