Spartan Planning & Wealth Management

Q1 2022 13F Holdings Report, Stock Holdings

Signature - Title: David Childs - CEO, CCO
Location: Greensboro, NC
Holdings as of: March 31, 2022
Value $: $79.9M
Num holdings: 131
Date filed: 5/16/2022, 03:18 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included SPTM, BIL, VTI, OPER, and USRT.
Next filing: Q2 2022 - Aug 10, 2022
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares	Principal
Loading...

Showing 0 to 0 of 0 entries

Compare Q1 2022 to

* 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
David Childs	CEO, CCO	Greensboro, North Carolina	5/16/2022