Spartan Planning & Wealth Management

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
David Childs - CEO/CCO
Location
Greensboro, NC
Holdings as of
31 Dec 2023
Value $
$93.8M
Num holdings
193
Filing time
12 Mar 2024, 16:35:07 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPTM, IVV, GOVT, USRT, and MSFT.
Previous filing
Q3 2023 - 17 Nov 2023
Next filing
Q4 2024 - 07 Jan 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q4 compared to 2023 Q3 by default.
* 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 12 Mar 2024