WealthPlan Investment Management, LLC

Q1 2022 13F Holdings Report, Stock Holdings

Signature - Title
Chris McMillan - CCO
Location
Omaha, NE
Holdings as of
31 Mar 2022
Value $
$1,413,094,000
Num holdings
389
Filing time
07 Sep 2022, 17:30:04 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, VTI, BRKB, BUFR, and DGRO.
Next filing
Q3 2022 - 12 Dec 2022
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Chris McMillan CCO Omaha, Nebraska 22 Jul 2022