Fiduciary Planning LLC
Fiduciary Planning LLC latest Q4_2020 13F filings reported $70,963,000 in market value on this 2021-02-10 report date . The portfolio quarterly return is 17.01%. This fund has 260 securities concentrations of 100% weights.
Fiduciary Planning LLC largest holding is Apple Inc. with weight of 6.08% and $4,318,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|