Fund HoldingsFiduciary Planning LLC

Total Portfolio Value
$279.47M
Total Bought
$101.01M
Total Sold
$87.84M
Net Transaction
+$13.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0573,811+573,811026,8499.61%+26,849
HARTFORD FDS EXCHANGE TRADED
AAA CLO ETF
0631,936+631,936024,6088.81%+24,608
TIDAL TR II
CLOC US CORE ETF
0500,869+500,869013,5894.86%+13,589
FIDELITY COVINGTON TRUST0161,803+161,80307,0352.52%+7,035
ISHARES TR019,646+19,64605,1921.86%+5,192
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
043,093+43,09304,9121.76%+4,912
ISHARES TR07,229+7,22903,9561.42%+3,956
WISDOMTREE TR(WT)461,909483,617+21,70835,19337,74613.51%+2,553
SELECT SECTOR SPDR TR
ST STR TECHN ETF
44,34549,784+5,4399,23611,2634.03%+2,027
VANECK ETF TRUST
SEMICONDUCTR ETF
27,28531,318+4,0336,1398,1652.92%+2,026
VANECK ETF TRUST
URANI NUCLE ETF
024,254+24,25401,9400.69%+1,940
VANGUARD MALVERN FDS496,862519,009+22,14723,79525,1939.01%+1,398
POWERSHARES ACTIVELY MANAGED
VAR RATE INVT
949,570999,318+49,74823,82525,1238.99%+1,298
VANGUARD INDEX FDS02,014+2,01405390.19%+539
APPLE INC(AAPL)12,83312,505-3282,2012,6340.94%+433
MICROSOFT CORP(MSFT)7,1877,611+4243,0243,4021.22%+378
PUBLIC SVC ENTERPRISE GRP IN(PEG)7,78812,070+4,2825208900.32%+370
BROADCOM INC(AVGO)1,2831,269-141,7002,0370.73%+337
NVIDIA CORPORATION(NVDA)1,31412,203+10,8891,1871,5080.54%+320
DBX ETF TR90,31396,634+6,3213,7074,0171.44%+310
ELI LILLY & CO(LLY)0318+31802880.10%+288
SPDR S&P 500 ETF TR(SPY)11,58211,661+796,0586,3462.27%+288
ISHARES TR0871+87102690.10%+269
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
72,76575,636+2,8714,8995,1671.85%+267
ALPHABET INC(GOOG)9,2199,072-1471,3911,6530.59%+261
SUPER MICRO COMPUTER INC(SMCI)0273+27302240.08%+224
ISHARES TR44,17247,252+3,0805,1855,3361.91%+150
GLOBAL X FDS
GLOBAL X URANIUM
58,10962,827+4,7181,6751,8190.65%+144
ISHARES TR3,6843,68404985540.20%+57
AIR PRODS & CHEMS INC3,2003,20007758260.30%+50
ETF SER SOLUTIONS
APTUS COLLRD INV
34,74434,122-6221,2521,2840.46%+32
SPDR SER TR
ST STR P500ETF
12,65912,593-667798060.29%+27
JPMORGAN CHASE & CO.(JPM)4,5814,636+559189380.34%+20
HONEYWELL INTL INC(HON)1,3151,31502702810.10%+11
ISHARES TR
INTL DIV GRWTH
10,50610,524+187087090.25%+2
PROGRESSIVE CORP(PGR)1,3161,307-92722710.10%-1
CHURCH & DWIGHT CO INC(CHD)3,6823,692+103843830.14%-1
CHEVRON CORP NEW(CVX)1,8791,880+12962940.11%-2
EXXON MOBIL CORP6,6756,679+47767690.28%-7
ISHARES TR2,0542,05402272190.08%-8
BROADRIDGE FINL SOLUTIONS IN(BR)1,0531,047-62162060.07%-10
VANGUARD TAX-MANAGED FDS8,6848,600-844364250.15%-11
3M CO(MMM)5,2005,20005525310.19%-20
JOHNSON & JOHNSON(JNJ)4,1674,175+86596100.22%-49
VANGUARD INTL EQUITY INDEX F9,2867,608-1,6783883330.12%-55
AMAZON COM INC(AMZN)5,5324,859-6739989390.34%-59
DORMAN PRODS INC(DORM)3,0642,564-5002952350.08%-61
META PLATFORMS INC(META)1,4491,175-2747045920.21%-111
OLD DOMINION FREIGHT LINE IN(ODFL)2,7162,71605964800.17%-116
COPART INC(CPRT)25,85125,390-4611,4971,3750.49%-122
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,3098,595-7141,3751,2530.45%-123
ADOBE INC(ADBE)1,073716-3575413980.14%-144
TREX CO INC(TREX)6,4306,43006414770.17%-165
ISHARES TR82,59781,305-1,2923,5483,3751.21%-173
SPDR SER TR
ST STR BLO 1 ETF
2,1900-2,1902010-201
CONOCOPHILLIPS(COP)1,6150-1,6152060-206
UNITEDHEALTH GROUP INC(UNH)4210-4212080-208
SELECT SECTOR SPDR TR
ST STR STAPL ETF
2,8390-2,8392170-217
TIDAL ETF TR34,20027,474-6,7269266910.25%-235
EA SERIES TRUST
BURNEY US FCTR
48,08738,648-9,4391,7501,4290.51%-321
ISHARES TR16,6015,612-10,9891,9225670.20%-1,355
VANECK ETF TRUST
URANI NUCLE ETF
22,3570-22,3571,6980-1,698
ALPS ETF TR
OSHARES US SMLCP
150,08351,463-98,6206,3892,1220.76%-4,267
VANECK ETF TRUST
MRNGSTR WDE MOAT
110,70842,035-68,6739,9533,6411.30%-6,312
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
288,855219,706-69,14927,40920,7627.43%-6,647
CAPITOL SER TR575,6890-575,68914,7680-14,768
HARTFORD FDS EXCHANGE TRADED
AAA CLO ETF
603,1610-603,16123,4930-23,493
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
573,2520-573,25225,9530-25,953
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