Fiduciary Planning

Fiduciary Planning as of March 31, 2025

Portfolio Holdings for Fiduciary Planning

Fiduciary Planning holds 75 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 14.6 $44M 554k 79.86
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 9.5 $29M 589k 48.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 9.3 $28M 565k 49.90
Invesco Actively Managed Exc Var Rate Invt (VRIG) 8.9 $27M 1.1M 25.08
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA) 8.8 $27M 691k 38.84
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 5.4 $16M 158k 103.09
Select Sector Spdr Tr Technology (XLK) 3.8 $12M 56k 206.48
Fidelity Covington Trust Fundamental Larg (FFLC) 3.3 $10M 231k 43.50
Vaneck Etf Trust Semiconductr Etf (SMH) 3.3 $9.9M 47k 211.47
Ishares Tr S&p 100 Etf (OEF) 2.9 $8.8M 32k 270.83
Ishares Tr U.s. Insrnce Etf (IAK) 2.6 $7.8M 57k 137.81
First Tr Exchange Traded Rba Indl Etf (AIRR) 2.0 $6.0M 88k 68.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $5.4M 9.7k 559.37
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.6 $4.9M 112k 43.30
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.6 $4.7M 41k 113.76
Ishares Tr Core S&p500 Etf (IVV) 1.5 $4.7M 8.4k 561.87
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.2 $3.6M 39k 92.53
Apple (AAPL) 1.1 $3.4M 15k 222.13
Amazon (AMZN) 1.1 $3.2M 17k 190.26
Microsoft Corporation (MSFT) 0.9 $2.8M 7.5k 375.37
NVIDIA Corporation (NVDA) 0.9 $2.6M 24k 108.38
Vaneck Etf Trust Uranium And Nucl (NLR) 0.8 $2.5M 34k 73.27
Tidal Tr Ii Clockwise Core E (TIME) 0.8 $2.5M 109k 22.62
Broadcom (AVGO) 0.7 $2.1M 13k 167.44
Meta Platforms Cl A (META) 0.7 $2.1M 3.7k 576.28
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.7 $2.1M 24k 88.00
Tesla Motors (TSLA) 0.6 $1.8M 6.9k 259.16
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.6 $1.7M 40k 42.02
Select Sector Spdr Tr Communication (XLC) 0.5 $1.7M 17k 96.45
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.4M 9.3k 154.63
Copart (CPRT) 0.5 $1.4M 25k 56.59
Dbx Etf Tr Xtrack Msci Eurp (DBEU) 0.4 $1.3M 31k 44.16
Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.4 $1.3M 34k 38.69
JPMorgan Chase & Co. (JPM) 0.4 $1.2M 4.8k 245.28
Public Service Enterprise (PEG) 0.3 $991k 12k 82.30
Ishares Tr Global Energ Etf (IXC) 0.3 $949k 23k 42.07
Air Products & Chemicals (APD) 0.3 $946k 3.2k 294.92
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $886k 19k 46.81
Shopify Cl A (SHOP) 0.3 $853k 8.9k 95.48
Ea Series Trust Burney Us Fctr (BRNY) 0.3 $829k 21k 39.94
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $826k 13k 65.76
Exxon Mobil Corporation (XOM) 0.3 $795k 6.7k 118.92
Ishares Tr Intl Div Grwth (IGRO) 0.3 $764k 11k 72.44
3M Company (MMM) 0.3 $764k 5.2k 146.86
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $707k 2.8k 255.53
Johnson & Johnson (JNJ) 0.2 $694k 4.2k 165.85
Ishares Tr U.s. Tech Etf (IYW) 0.2 $517k 3.7k 140.44
Microstrategy Cl A New (MSTR) 0.2 $468k 1.6k 288.27
Old Dominion Freight Line (ODFL) 0.1 $446k 2.7k 165.45
Palantir Technologies Cl A (PLTR) 0.1 $445k 5.3k 84.40
Global X Fds Global X Uranium (URA) 0.1 $434k 19k 22.92
Eli Lilly & Co. (LLY) 0.1 $428k 519.00 825.44
Bank of America Corporation (BAC) 0.1 $426k 10k 41.73
Church & Dwight (CHD) 0.1 $410k 3.7k 110.08
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $387k 2.6k 146.02
Robinhood Mkts Com Cl A (HOOD) 0.1 $383k 9.2k 41.62
Ishares Tr Us Home Cons Etf (ITB) 0.1 $376k 3.9k 95.22
Trex Company (TREX) 0.1 $372k 6.4k 58.10
Progressive Corporation (PGR) 0.1 $370k 1.3k 283.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $368k 7.2k 50.83
Tidal Etf Tr Sound Equity Div (DIVY) 0.1 $340k 13k 25.61
Chevron Corporation (CVX) 0.1 $317k 1.9k 167.30
Dorman Products (DORM) 0.1 $309k 2.6k 120.54
Honeywell International (HON) 0.1 $281k 1.3k 211.79
Ishares Tr Russell 3000 Etf (IWV) 0.1 $278k 876.00 317.61
Broadridge Financial Solutions (BR) 0.1 $252k 1.0k 242.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $251k 472.00 532.58
Adobe Systems Incorporated (ADBE) 0.1 $249k 649.00 383.53
Marsh & McLennan Companies (MMC) 0.1 $235k 962.00 243.95
Southern Company (SO) 0.1 $226k 2.5k 91.95
Servicenow (NOW) 0.1 $225k 283.00 796.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $223k 4.9k 45.26
Crowdstrike Hldgs Cl A (CRWD) 0.1 $221k 626.00 352.58
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $215k 2.1k 104.57
Cloudflare Cl A Com (NET) 0.1 $203k 1.8k 112.69