Fiduciary Planning LLC
Q1 2025 13F Holdings
- Locationenglewood, FL
- Num holdings
75
- Value ($000)
$303,511
- Date Filed04/11/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $44.23M | 15 % | 553,851 | ||
FFEB FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F763 | $28.73M | 10 % | 588,910 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $28.18M | 9 % | 564,799 | ||
VRIG INVESCO ACTIVELY MANAGED EXC | VAR RATE INVT | 46090A879 | $27.11M | 9 % | 1,080,923 | ||
HSRT HARTFORD FDS EXCHANGE TRADED | AAA CLO ETF | 41653L602 | $26.82M | 9 % | 690,495 | ||
EQWL INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | $16.27M | 5 % | 157,809 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $11.52M | 4 % | 55,807 | ||
FFLC FIDELITY COVINGTON TRUST | FUNDAMENTAL LARG | 316092360 | $10.07M | 3 % | 231,430 | ||
SMH VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $9.91M | 3 % | 46,880 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $8.76M | 3 % | 32,361 |
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