Instuitional Investor - Vertex Planning Partners, Llc

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. IEF 52,500 $25,075,708 7.42%
5. SPY 36,091 $17,154,357 5.08%