Welch Financial Planning, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WF Welch Financial Planning, LLC | Institutional Filer | ▲ 1.29% | $139.1M | 67 |
Current Portfolio Holdings
Showing all 67 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DIVB | ISHARES TR | — | 232K | $12.5M | 8.98% |
| 2 | XLK | Technology Select Sector SPDR Fund | — | 92K | $12.3M | 8.83% |
| 3 | BA | The Boeing Company | Industrials | 60K | $11.8M | 8.52% |
| 4 | JGRO | J P MORGAN EXCHANGE TRADED F | — | 138K | $11.7M | 8.40% |
| 5 | LST | MANAGED PORTFOLIO SERIES | — | 205K | $8.3M | 5.97% |
| 6 | JTEK | J P MORGAN EXCHANGE TRADED F | — | 89K | $7.0M | 5.06% |
| 7 | XBJL | INNOVATOR ETFS TRUST | — | 177K | $6.7M | 4.83% |
| 8 | EYLD | CAMBRIA ETF TR | — | 161K | $6.7M | 4.81% |
| 9 | IDMO | INVESCO EXCH TRADED FD TR II | — | 106K | $5.8M | 4.19% |
| 10 | EWX | SPDR INDEX SHS FDS | — | 84K | $5.6M | 4.01% |
| 11 | EMMF | WISDOMTREE TR | — | 123K | $4.1M | 2.93% |
| 12 | DIVO | AMPLIFY ETF TR | — | 79K | $3.5M | 2.54% |
| 13 | DDFS | INNOVATOR ETFS TRUST | — | 163K | $3.4M | 2.48% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 7K | $3.1M | 2.26% |
| 15 | XDQQ | INNOVATOR ETFS TRUST | — | 85K | $3.1M | 2.26% |
Showing 1 to 15 of 67 holdings