FP

Fiduciary Planning LLC

13F
Fiduciary Planning LLC
Last update 2024-10-22 61 Stocks (4 new)
Value $295.00 Mil Turnover 5 %
Countries:
Top Holdings: DGRW(14.18%)FFEB(9.58%)VTIP(8.96%)VRIG(8.75%)HSRT(8.63%)
Portfolio Report
Summary Stock Picks Current Portfolio
Fiduciary Planning LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRW 		WisdomTree U.S. Dividend Growth Fund
502,094
41779.250
+3.82%
14.180
+0.52%
0.280
+5.48%
+18.53%
14748.265
 
FFEB 		FT Vest U.S. Equity Buffer ETF - February
581,583
28241.670
+1.35%
9.580
+0.13%
3.360
+4.49%
+14.76%
850.788
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
535,153
26388.410
+3.11%
8.960
+0.27%
0.240
+0.74%
+2.61%
10993.232
 
VRIG 		PowerShares Variable Rate Investment Grade Portfol
1,027,787
25782.040
+2.85%
8.750
+0.24%
2.450
-0.08%
+0.36%
1053.360
 
HSRT 		Hartford AAA CLO ETF
652,409
25430.880
+3.24%
8.630
+0.27%
29.000
+0.08%
+0.51%
88.155
 
EQWL 		Invesco Russell Top 200 Equal Weight ETF
191,781
19623.050
-12.71%
6.660
-0.94%
2.250
+6.12%
+17.83%
888.294
 
XLK 		Technology Select Sector SPDR ETF
52,754
11909.790
+5.97%
4.040
+0.23%
0.020
+6.45%
+19.61%
71553.734
 
TIME 		Clockwise Core Equity & Innovation ETF
368,097
10144.750
-26.51%
3.440
-1.29%
46.010
+8.08%
+35.05%
21.979
 
OEF 		iShares S&P 100 ETF
33,751
9341.030
+71.80%
3.170
+1.32%
0.070
+7.40%
+26.05%
14163.647
 
SMH 		VanEck Vectors Semiconductor ETF
33,507
8224.270
+6.99%
2.790
+0.18%
0.030
+4.54%
+43.66%
24804.469
 

Fiduciary Planning LLC's Historical Top Holdings Breakdowns

Fiduciary Planning LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
OEF 		iShares S&P 100 ETF2024-09-30Add
+1.32%
●
248.7 ($267.19) 276.76
$281.58
5.39%
Add 71.8%
33,751
14,105
TIME 		Clockwise Core Equity & Innovation ETF2024-09-30Reduce
-1.29%
●
24.27 ($26.64) 28
$28.36
6.46%
Reduce -26.51%
368,097
-132,772
EQWL 		Invesco Russell Top 200 Equal Weight ETF2024-09-30Reduce
-0.94%
●
93.07 ($98.01) 102.32
$103.17
5.26%
Reduce -12.71%
191,781
-27,925
DGRW 		WisdomTree U.S. Dividend Growth Fund2024-09-30Add
+0.52%
●
75.88 ($80.1) 83.21
$83.30
4.00%
Add 3.82%
502,094
18,477
MOAT 		VanEck Morningstar Wide Moat ETF2024-09-30Reduce
-0.30%
●
85.84 ($91.44) 96.95
$95.80
4.77%
Reduce -22.72%
32,484
-9,551
FMIL 		FMIL2024-09-30Add
+0.28%
●
40.84 ($43.9) 45.66
$39.51
-10.01%
Add 11.11%
179,786
17,983
HSRT 		Hartford AAA CLO ETF2024-09-30Add
+0.27%
●
38.92 ($39.07) 39.28
$39.18
0.28%
Add 3.24%
652,409
20,473
VTIP 		Vanguard Short-Term Inflation-Protected Securities2024-09-30Add
+0.27%
●
48.06 ($48.7) 49.39
$48.73
0.06%
Add 3.11%
535,153
16,144
AMZN 		Amazon.com Inc2024-09-30Add
+0.25%
●
161.02 ($182.46) 200
$188.39
3.25%
Add 83%
8,892
4,033
VRIG 		PowerShares Variable Rate Investment Grade Portfol2024-09-30Add
+0.24%
●
25.05 ($25.13) 25.21
$25.08
-0.20%
Add 2.85%
1,027,787
28,469

Fiduciary Planning LLC Total Holding History ($B)

To

Fiduciary Planning LLC's Asset Allocation

To

Fiduciary Planning LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Fiduciary Planning LLC's Hypothetical Growth since 2024-09-30

Fiduciary Planning LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Fiduciary Planning LLC's Holdings Heat Map

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Fiduciary Planning LLC's Holdings Bubble Chart

Fiduciary Planning LLC News

  • 1

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