Fiduciary Planning LLC at 2023-03-31

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 name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
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

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