Instuitional Investor - Wealthplan Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Wealthplan Investment Management, Llc
Portfolio Value $1,012,137,754
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 361,925 $90,633,119 8.95%
2.
Vanguard Index Fds
120,032 $34,786,587 3.43%
3. BRK.A 54,492 $24,699,982 2.44%
4. FNDF 1,108,046 $20,498,848 2.02%
5. GOOGL 103,866 $19,780,171 1.95%