Fiduciary Planning LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$264M
Signature - Title
Alan Gilmore - Attorney
Location
3111 North University Drive, Suite 404, Coral Springs, Florida
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 56 $264M +$16.8M -$3.58M +$13.2M DGRW, EQWL, FFEB, VRIG, VTIP, HSRT 13F-HR 4/29/2024, 10:36 AM
Q4 2023 53 $235M +$161M -$141M +$20M DGRW, EQWL, FFEB, HSRT, VRIG, VTIP 13F-HR 1/25/2024, 11:49 AM
Q3 2023 60 $205M +$86.4M -$73.8M +$12.6M ACIO, JUCY, DRSK, IDUB, DUBS, ADME 13F-HR 10/26/2023, 04:07 PM
Q2 2023 43 $217M +$17.3M -$14.5M +$2.89M DRSK, JUCY, ACIO, OSCV, ADME, IDUB 13F-HR 8/3/2023, 09:17 PM
Q1 2023 42 $211M +$8.31M -$7.59M +$716K DRSK, ACIO, JUCY, ADME, OSCV, IDUB 13F-HR 5/1/2023, 05:13 PM
Q4 2022 42 $206M +$55.4M -$44.6M +$10.8M DRSK, JUCY, ACIO, ADME, OSCV, IDUB 13F-HR 2/6/2023, 05:39 PM
Q3 2022 38 $195M +$3.76M -$274K +$3.48M DRSK, ACIO, ADME, OSCV, IDUB, SPDW 13F-HR 11/14/2022, 12:46 PM
Q2 2022 39 $202M +$43.3M -$2.18M +$41.1M DRSK, ACIO, ADME, IDUB, OSCV, SPDW 13F-HR 9/30/2022, 02:44 PM
Q1 2022 38 $182M +$17.3M -$1.76M +$15.5M DRSK, ACIO, ADME, OSCV, SPLG, SPDW 13F-HR 5/11/2022, 11:40 AM
Q4 2021 48 $178M +$10.7M -$23M -$12.3M DRSK, ACIO, ADME, OSCV, SPLG, SPDW 13F-HR 2/8/2022, 10:28 AM
Q3 2021 67 $188M +$81.4M -$4.51M +$76.9M DRSK, ACIO, ADME, OSCV, SPLG, IVV 13F-HR 11/9/2021, 12:18 PM
Q2 2021 61 $116M +$81.5M -$11.9M +$69.6M DRSK, ADME, ACIO, SPDW, OSCV, SPEM 13F-HR 8/6/2021, 01:21 PM
Q1 2021 261 $66.2M +$17.1M -$25M -$7.88M XLP, AAPL, MSFT, ARKK, ALK, LUV RESTATEMENT 5/24/2021, 01:02 PM
Q4 2020 236 $71M +$18.2M -$14M +$4.22M VDC, AAPL, MSFT, ITB, UPS, DIS 13F-HR 2/10/2021, 12:14 PM
Q3 2020 192 $60.6M +$20.7M -$4.77M +$15.9M AGG, AAPL, MSFT, SHY, UPS, JNJ 13F-HR 10/27/2020, 01:49 PM
Q2 2020 33 $45.4M +$23.6M -$3.05M +$20.6M AGG, AAPL, MSFT, UPS, JNJ, AMZN 13F-HR 8/24/2020, 03:25 PM
Q1 2020 37 $53.3M +$23.9M -$14.5M +$9.39M USMV, QQQ, PFF, LQD, VCIT, AAPL 13F-HR 5/8/2020, 04:34 PM
Q4 2019 64 $108M QQQ, USMV, AGG, SMMV, MBB, VYM 13F-HR 2/14/2020, 01:41 PM