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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Fiduciary Planning LLC

Quarter ended Q1 2023 · Filed February 7, 2023 · Accession 0001792851-23-000001

Total Value
$206,201
Positions
42
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (42)

#IssuerTicker / CUSIPSharesValue% of Filing
1ETF SER SOLUTIONS26922A3881,543,502$39,51419.16%
2ETF SER SOLUTIONS26922B6421,241,617$31,12715.10%
3ETF SER SOLUTIONS26922A2221,028,236$29,64414.38%
4ETF SER SOLUTIONS26922A784530,577$17,8208.64%
5ETF SER SOLUTIONS26922A446534,336$16,5568.03%
6ETF SER SOLUTIONS26922B709645,519$12,2805.96%
7SPDR SER TR78464A854180,512$8,1193.94%
8LISTED FD TR53656F623240,260$7,5633.67%
9ISHARES TR46435G524113,010$6,5133.16%
10T ROWE PRICE ETF INC87283Q404158,783$4,9842.42%
11VANGUARD TAX-MANAGED FDS92194385899,253$4,1662.02%
12VANGUARD INTL EQUITY INDEX F92204285870,642$2,7541.34%
13JPMORGAN CHASE & COVYLD12,509$1,6780.81%
14APPLE INCAAPL10,981$1,4270.69%
15MICROSOFT CORPMSFT5,682$1,3630.66%
16PULTE GROUP INC74586710126,383$1,2010.58%
17DOLLAR GEN CORP NEW2566771054,730$1,1650.56%
18UNITEDHEALTH GROUP INCUNH2,167$1,1490.56%
19CHEMED CORP NEWCHE2,240$1,1440.55%
20COPART INCCPRT18,366$1,1180.54%
21VISA INCV5,319$1,1050.54%
22PIONEER NAT RES CO7237871074,805$1,0970.53%
23ROPER TECHNOLOGIES INCROP2,514$1,0860.53%
24VANGUARD SCOTTSDALE FDS92206C10218,546$1,0720.52%
25BROADRIDGE FINL SOLUTIONS IN11133T1037,434$9970.48%
26AIR PRODS & CHEMS INCAIIR3,200$9860.48%
27ADOBE SYSTEMS INCORPORATEDADBE2,904$9770.47%
28ALPHABET INCGOOG10,456$9230.45%
29NVIDIA CORPORATIONNVDA6,162$9000.44%
30AMERICAN TOWER CORP NEW03027X1003,605$7640.37%
31EXXON MOBIL CORPXOM6,312$6960.34%
32VANGUARD WORLD FDS92204A3065,363$6500.32%
333M COMMM5,252$6300.31%
34JOHNSON & JOHNSONJNJ3,353$5920.29%
35INVESCO EXCHANGE TRADED FD TIVZ3,244$4580.22%
36CHEVRON CORP NEWCVX1,834$3290.16%
37PFIZER INCPFE6,093$3120.15%
38CHURCH & DWIGHT CO INCCHD3,629$2930.14%
39HONEYWELL INTL INC4385161061,315$2820.14%
40ISHARES TR4642871682,217$2670.13%
41SPDR INDEX SHS FDS78463X8898,500$2520.12%
42DORMAN PRODS INC2582781003,064$2480.12%