Fiduciary Planning LLC
Q4 2024 13F Holdings
- Locationenglewood, FL
- Num holdings
75
- Value ($000)
$307,980
- Date Filed01/24/2025
- Form type13F-HR
- CIK0001792851
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $42.70M | 14 % | 527,667 | ||
FFEB FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F763 | $28.89M | 9 % | 580,451 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $26.72M | 9 % | 551,877 | ||
VRIG INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | 46090A879 | $26.36M | 9 % | 1,049,404 | ||
HSRT HARTFORD FDS EXCHANGE TRADED | AAA CLO ETF | 41653L602 | $26.10M | 9 % | 670,420 | ||
EQWL INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $17.72M | 6 % | 173,226 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $12.84M | 4 % | 55,231 | ||
SMH VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $10.08M | 3 % | 41,641 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $9.60M | 3 % | 33,233 | ||
FFLC FIDELITY COVINGTON TRUST | FUNDAMENTAL LARG | 316092360 | $9.55M | 3 % | 208,015 |
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