Fiduciary Planning LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationenglewood, FL
- CIK0001792851
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
75 | $307.98M | DGRW, FFEB, VTIP, VRIG | 13F-HR | Jan 24, 2025 | 000176734925000002 | ||
61 | $294.66M | DGRW, FFEB, VTIP, VRIG | 13F-HR | Oct 22, 2024 | 000179285124000005 | ||
60 | $279.47M | DGRW, FFEB, VTIP, VRIG | 13F-HR | Aug 7, 2024 | 000179285124000002 | ||
56 | $264.43M | DGRW, EQWL, FFEB, VRIG | 13F-HR | Apr 29, 2024 | 000179285124000001 | ||
53 | $234.96M | DGRW, EQWL, FFEB, HSRT | 13F-HR | Jan 25, 2024 | 000191161624000002 | ||
61 | $211.84M | ACIO, JUCY, DRSK, IDUB | 13F-HR | Oct 26, 2023 | 000179285123000004 | ||
43 | $217.22M | DRSK, JUCY, ACIO, OSCV | 13F-HR | Aug 4, 2023 | 000179285123000003 | ||
42 | $211.13M | DRSK, ACIO, JUCY, ADME | 13F-HR | May 1, 2023 | 000179285123000002 | ||
42 | $207.00K | DRSK, JUCY, ACIO, ADME | 13F-HR | Feb 7, 2023 | 000179285123000001 | ||
38 | $194.81M | DRSK, ACIO, ADME, OSCV | 13F-HR | Nov 14, 2022 | 000180253022000005 | ||
39 | $202.15M | DRSK, ACIO, ADME, IDUB | 13F-HR | Sep 30, 2022 | 000179285122000003 | ||
38 | $182.19M | DRSK, ACIO, ADME, OSCV | 13F-HR | May 11, 2022 | 000169727422000003 | ||
48 | $177.80M | DRSK, ACIO, ADME, OSCV | 13F-HR | Feb 8, 2022 | 000179285122000001 | ||
67 | $187.94M | DRSK, ACIO, ADME, OSCV | 13F-HR | Nov 9, 2021 | 000179285121000005 | ||
61 | $115.75M | DRSK, ADME, ACIO, SPDW | 13F-HR | Aug 6, 2021 | 000179285121000004 | ||
277 | $66.19M | XLP, AAPL, MSFT, ARKK | RESTATEMENT | May 24, 2021 | 000179285121000003 | ||
260 | $70.96M | VANGUARD WORLD FDS, AAPL, MSFT, ITB | 13F-HR | Feb 10, 2021 | 000179285121000001 | ||
212 | $60.65M | AGG, AAPL, MSFT, SHY | 13F-HR | Oct 27, 2020 | 000162663220000006 | ||
33 | $45.44M | AGG, AAPL, MSFT, UPS | 13F-HR | Aug 24, 2020 | 000179285120000003 | ||
37 | $53.31M | USMV, NDQ, PFF, LQD | 13F-HR | May 8, 2020 | 000169727420000003 | ||
64 | $108.31M | NDQ, USMV, AGG, SMMV | 13F-HR | Feb 14, 2020 | 000179285120000002 |