WealthPlan Investment Management, LLC
Q4 2024 13F Holdings
- Locationomaha, NE
- Num holdings
262
- Value ($000)
$1,012,138
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001929986
- 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 |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $90.63M | 9 % | 361,925 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $34.79M | 3 % | 120,032 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $24.70M | 2 % | 54,492 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $20.50M | 2 % | 1,108,046 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $19.78M | 2 % | 103,866 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $19.47M | 2 % | 317,471 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $18.73M | 2 % | 749,693 | ||
HEQT SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 | $17.69M | 2 % | 599,917 | ||
WMT WALMART INC | COM | 931142103 | $17.19M | 2 % | 190,253 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $16.22M | 2 % | 84,997 |
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