FP

Fiduciary Planning LLC

13F
Fiduciary Planning LLC
Last update 2025-04-11 75 Stocks (2 new)
Value $304.00 Mil Turnover 5 %
Countries:
Top Holdings: DGRW(14.57%)FFEB(9.47%)VTIP(9.29%)VRIG(8.93%)HSRT(8.84%)
Summary Stock Picks Current Portfolio
Fiduciary Planning LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRW 		WisdomTree U.S. Dividend Growth Fund
553,851
44,230.6
+4.96%
14.570
+0.69%
0.300
-3.14%
-0.47%
15,023.6
 
FFEB 		FT Vest U.S. Equity Buffer ETF - February
588,910
28,732.9
+1.46%
9.470
+0.14%
3.000
-1.35%
+1.02%
979.2
 
VTIP 		Vanguard Short-Term Inflation-Protected Securities
564,799
28,183.5
+2.34%
9.290
+0.21%
0.210
+1.71%
+3.20%
13,654.6
 
VRIG 		PowerShares Variable Rate Investment Grade Portfol
1,080,923
27,109.5
+3.00%
8.930
+0.26%
1.880
+0.91%
+1.65%
1,184.0
 
HSRT 		Hartford AAA CLO ETF
690,495
26,822.3
+2.99%
8.840
+0.26%
25.110
+0.99%
+1.85%
0
 
EQWL 		Invesco Russell Top 200 Equal Weight ETF
157,809
16,268.5
-8.90%
5.360
-0.51%
1.440
-1.67%
+2.76%
1,331.0
 
XLK 		Technology Select Sector SPDR ETF
55,807
11,523.0
+1.04%
3.800
+0.04%
0.020
-2.21%
-1.22%
70,998.8
 
FMIL 		FMIL
231,430
10,067.2
+11.26%
3.320
+0.34%
-
-2.69%
+1.49%
0
 
SMH 		VanEck Vectors Semiconductor ETF
46,880
9,913.7
+12.58%
3.270
+0.37%
0.050
-3.41%
-0.29%
21,512.7
 
OEF 		iShares S&P 100 ETF
32,361
8,764.3
-2.62%
2.890
-0.08%
0.050
-3.18%
-1.40%
17,579.3
 

Fiduciary Planning LLC's Historical Top Holdings Breakdowns

Fiduciary Planning LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TIME 		Clockwise Core Equity & Innovation ETF2025-03-31Reduce
-0.91%
●
22.55 ($25.25) 27.65
$23.80
-5.74%
Reduce -51.03%
108,522
-113,066
DBEF 		Xtrackers MSCI EAFE Hedged Equity ETF2025-03-31Add
+0.74%
●
41.61 ($43.53) 44.72
$44.68
2.64%
Add 86.43%
112,330
52,076
DGRW 		WisdomTree U.S. Dividend Growth Fund2025-03-31Add
+0.69%
●
78 ($81.92) 84.37
$80.19
-2.11%
Add 4.96%
553,851
26,184
SPMO 		Invesco S&P 500 Momentum ETF2025-03-31Add
+0.53%
●
91.76 ($97.86) 103.26
$103.01
5.26%
Add 81.68%
38,832
17,458
EQWL 		Invesco Russell Top 200 Equal Weight ETF2025-03-31Reduce
-0.51%
●
100.56 ($104.97) 108.28
$104.56
-0.39%
Reduce -8.9%
157,809
-15,417
DBEU 		Xtrackers MSCI Europe Hedged Equity ETF2025-03-31Reduce
-0.39%
●
41.46 ($44.34) 45.98
$45.76
3.20%
Reduce -49.06%
30,543
-29,417
IXC 		iShares Global Energy ETF2025-03-31Reduce
-0.38%
●
38.48 ($40.14) 42.16
$38.07
-5.16%
Reduce -57.38%
22,560
-30,372
SMH 		VanEck Vectors Semiconductor ETF2025-03-31Add
+0.37%
●
211.47 ($239.69) 267.17
$241.47
0.74%
Add 12.58%
46,880
5,239
FMIL 		FMIL2025-03-31Add
+0.34%
●
42.94 ($46.07) 48.37
$39.51
-14.25%
Add 11.26%
231,430
23,415
HSRT 		Hartford AAA CLO ETF2025-03-31Add
+0.26%
●
38.66 ($39.04) 39.2
$38.67
-0.95%
Add 2.99%
690,495
20,075

Fiduciary Planning LLC Total Holding History ($B)

To

Fiduciary Planning LLC's Asset Allocation

To

Fiduciary Planning LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Fiduciary Planning LLC's Hypothetical Growth since 2025-03-31

Fiduciary Planning LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Fiduciary Planning LLC's Holdings Heat Map

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Fiduciary Planning LLC's Holdings Bubble Chart

Fiduciary Planning LLC News

  • 1

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