Filling information for Fiduciary Planning LLC as Treemap, investor disclosed 42 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
776696106 | 776696106 | ROPER TECHNOLOGIES INC | COM | 1090778 | 2475 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 299306 | 1834 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 519817 | 3354 | |
87283Q404 | 87283Q404 | T ROWE PRICE ETF INC | PRICE DIV GRWT | 5162219 | 161552 | |
46435G524 | 46435G524 | ISHARES TR | INTL DIV GRWTH | 6999620 | 115467 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 1157493 | 5134 | |
26922B709 | 26922B709 | ETF SER SOLUTIONS | INTL DRAWDWN MNG | 13122345 | 662905 | |
217204106 | 217204106 | COPART INC | COM | 1303690 | 17334 | |
256677105 | 256677105 | DOLLAR GEN CORP NEW | COM | 988540 | 4697 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 692233 | 6313 | |
26922B642 | 26922B642 | ETF SER SOLUTIONS | APTUS ENHANCED | 25305120 | 1015454 | |
11133T103 | 11133T103 | BROADRIDGE FINL SOLUTIONS IN | COM | 1083332 | 7391 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 904571 | 1410 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 215693 | 777 | |
92204A306 | 92204A306 | VANGUARD WORLD FDS | ENERGY ETF | 658969 | 5769 | |
53656F623 | 53656F623 | LISTED FD TR | HORIZON KINETICS | 7435451 | 241098 | |
16359R103 | 16359R103 | CHEMED CORP NEW | COM | 1177889 | 2190 | |
26922A784 | 26922A784 | ETF SER SOLUTIONS | APTUS DRAWDOWN | 19384662 | 560250 | |
46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 455021 | 3146 | |
26922A446 | 26922A446 | ETF SER SOLUTIONS | OPUS SML CP VL | 17437997 | 559996 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 1128363 | 2928 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 251372 | 1315 | |
78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 8907655 | 184998 | |
464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 259883 | 2218 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 761571 | 3727 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1643058 | 12609 | |
26922A388 | 26922A388 | ETF SER SOLUTIONS | APTUS DEFINED | 42240312 | 1626504 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 4486206 | 99318 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1026326 | 2172 | |
92206C102 | 92206C102 | VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 1080609 | 18459 | |
171340102 | 171340102 | CHURCH & DWIGHT CO INC | COM | 325135 | 3678 | |
258278100 | 258278100 | DORMAN PRODS INC | COM | 264301 | 3064 | |
88579Y101 | 88579Y101 | 3M CO | COM | 549763 | 5230 | |
717081103 | 717081103 | PFIZER INC | COM | 247203 | 6059 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 1700686 | 5899 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 2855139 | 70672 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1108148 | 10683 | |
723787107 | 723787107 | PIONEER NAT RES CO | COM | 992637 | 4860 | |
743315103 | 743315103 | PROGRESSIVE CORP | COM | 1083680 | 7575 | |
037833100 | 037833100 | APPLE INC | COM | 1546420 | 9378 | |
009158106 | 009158106 | AIR PRODS & CHEMS INC | COM | 919072 | 3200 | |
26922A222 | 26922A222 | ETF SER SOLUTIONS | APTUS COLLRD INV | 32358575 | 1071831 |