Fiduciary Planning LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Englewood, FL
CIK
0001792851
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 61 294,663 DGRW, FFEB, VTIP, VRIG 13F-HR 10/22/2024 000179285124000005
Q2 2024 60 279,470 DGRW, FFEB, VTIP, VRIG 13F-HR 8/6/2024 000179285124000002
Q1 2024 56 264,429 DGRW, EQWL, FFEB, VRIG 13F-HR 4/29/2024 000179285124000001
Q4 2023 53 234,961 DGRW, EQWL, FFEB, HSRT 13F-HR 1/25/2024 000191161624000002
Q3 2023 61 211,844 ACIO, ETF SER SOLUTIONS, JUCY, DRSK 13F-HR 10/26/2023 000179285123000004
Q2 2023 43 217,221 DRSK, JUCY, ACIO, OSCV 13F-HR 8/3/2023 000179285123000003
Q1 2023 42 211,130 DRSK, ACIO, JUCY, ADME 13F-HR 5/1/2023 000179285123000002
Q4 2022 42 206,201 DRSK, JUCY, ACIO, ADME 13F-HR 2/6/2023 000179285123000001
Q3 2022 38 194,815 DRSK, ACIO, ADME, OSCV 13F-HR 11/14/2022 000180253022000005
Q2 2022 39 202,152 DRSK, ACIO, ADME, ETF SER SOLUTIONS 13F-HR 9/30/2022 000179285122000003
Q1 2022 38 182,189 DRSK, ACIO, ADME, OSCV 13F-HR 5/11/2022 000169727422000003
Q4 2021 48 177,798 DRSK, ACIO, ADME, OSCV 13F-HR 2/8/2022 000179285122000001
Q3 2021 67 187,938 DRSK, ACIO, ADME, OSCV 13F-HR 11/9/2021 000179285121000005
Q2 2021 61 115,747 DRSK, ADME, ACIO, SPDW 13F-HR 8/6/2021 000179285121000004
Q1 2021 277 66,185 XLP, AAPL, MSFT, ARKK RESTATEMENT 5/24/2021 000179285121000003
Q4 2020 260 70,963 VDC, AAPL, MSFT, ITB 13F-HR 2/10/2021 000179285121000001
Q3 2020 212 60,648 AGG, AAPL, MSFT, SHY 13F-HR 10/27/2020 000162663220000006
Q2 2020 33 45,439 AGG, AAPL, MSFT, UPS 13F-HR 8/24/2020 000179285120000003
Q1 2020 37 53,307 USMV, QQQ, PFF, LQD 13F-HR 5/8/2020 000169727420000003
Q4 2019 64 108,309 QQQ, USMV, AGG, SMMV 13F-HR 2/14/2020 000179285120000002
Additional filings from Fiduciary Planning LLC that have since been restated