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  Name: Fiduciary Planning LLC
  City: CORAL SPRINGS
  State: FL
  Zip: 33065
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $234,963,000
  Total Value Change : $23,118,000
  Securities Held Change : -8
   
All Securities Held : 53
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 71     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... - $73.69 $31,423,000 447,107 % 22,198,000 301,805 0    N/A
   (EQWL)1 Year Chart         EQWL Invesco Russell Top 200 Equ... - $91.77 $24,667,000 281,710 % 17,802,000 194,321 0    N/A
   (FFEB)1 Year Chart         FFEB Ft Cboe Vest Us Equity Buff... - $0.00 $24,616,000 576,884 % 17,970,000 406,392 0    N/A
   (HSRT)1 Year Chart         HSRT Hartford Short Duration Etf - $0.00 $23,365,000 599,405 % 16,668,000 423,508 0    N/A
   (VRIG)1 Year Chart         VRIG Invesco Variable Rate Inves... - $25.09 $23,200,000 928,359 % 16,494,000 659,505 0    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... New $47.84 $22,495,000 473,670 % 22,495,000 473,670 0    N/A
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR - $53.88 $9,161,000 107,943 % 6,654,000 74,893 0    N/A
   (TIME)1 Year Chart         TIME Clockwise Core Equity & Inn... - $0.00 $8,988,000 427,982 % 6,462,000 313,301 4.755    N/A
   (XLK)1 Year Chart         XLK SPDR Technology Sector - $199.83 $7,953,000 41,318 % 5,782,000 28,075 0    N/A
   (OUSM)1 Year Chart         OUSM Alps Oshares Us Small-cap Q... - $0.00 $5,659,000 144,437 % 4,085,000 99,597 0    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $508.26 $5,243,000 11,032 % 4,820,000 10,043 0    N/A
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy - $44.08 $4,848,000 123,951 % 3,644,000 94,774 0.138    Closed - End Fund - E...
   (AIRR)1 Year Chart         AIRR First Trust Rba American In... - $64.94 $4,527,000 78,267 % 3,334,000 55,109 0    N/A
   (IAK)1 Year Chart         IAK iShares Dow Jones U.S. Insu... - $113.45 $4,225,000 42,198 % 3,165,000 30,630 0.402    Closed - End Fund - E...
   (SMH)1 Year Chart         SMH Vaneck Vectors Semiconducto... - $208.63 $3,513,000 20,092 % 2,577,000 13,633 0.022    N/A
   (DBEU)1 Year Chart         DBEU Xtrackers MSCI Europe Hedge... - $41.02 $3,482,000 92,191 % 1,443,000 34,648 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $169.30 $2,198,000 11,414 % 555,000 1,817 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $406.32 $2,086,000 5,547 % 407,000 229 0    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited - $1,344.07 $1,438,000 1,288 % 334,000 -41 0    N/A
   (URA)1 Year Chart         URA Global X Uranium ETF New $29.50 $1,427,000 51,525 % 1,427,000 51,525 0    N/A
   (NLR)1 Year Chart         NLR Market Vectors Nuclear Ener... New $77.87 $1,395,000 19,449 % 1,395,000 19,449 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc - $171.95 $1,278,000 9,151 % 177,000 738 0    N/A
   (CPRT)1 Year Chart         CPRT Copart Inc - $55.73 $1,276,000 26,038 % 130,000 -548 0    N/A
   (ACIO)1 Year Chart         ACIO Aptus Collared Income Oppor... - $0.00 $1,180,000 35,591 % -24,136,000 -796,348 0    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health - $139.96 $1,165,000 8,545 % 850,000 6,098 0    N/A
   (ITB)1 Year Chart         ITB iShares Dow Jones U.S. Home... New $0.00 $1,105,000 10,866 % 1,105,000 10,866 0.027    Closed - End Fund - E...
   (BRNY)1 Year Chart         BRNY Burney Us Factor Rotation Etf New $0.00 $1,076,000 33,332 % 1,076,000 33,332 0    N/A
   (APD)1 Year Chart         APD Air Products & Chemicals Inc - $236.08 $879,000 3,210 % -31,000 0 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $193.49 $779,000 4,578 % -584,000 -4,819 0    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... - $59.79 $713,000 12,748 % -4,157,000 -84,140 0    N/A
   (IGRO)1 Year Chart         IGRO Ishares International Divid... - $0.00 $678,000 10,498 % -83,000 -2,333 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp - $117.96 $667,000 6,671 % -117,000 0 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $146.14 $652,000 4,160 % 4,000 1 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $179.62 $649,000 4,271 % 376,000 2,123 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc - $477.56 $649,000 1,088 % -269,000 -712 0    N/A
   (RIGS)1 Year Chart         RIGS Riverfront Strategic Income... - $22.48 $631,000 27,260 % -6,067,000 -275,142 0    N/A
   (MMM)1 Year Chart         MMM 3M Co - $91.83 $568,000 5,200 % 78,000 -30 0    N/A
   (TREX)1 Year Chart         TREX Trex Co Inc - $90.53 $532,000 6,430 % 136,000 0 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation New $877.35 $511,000 1,031 % 511,000 1,031 0    N/A
   (SDEI)1 Year Chart         SDEI Sound Equity Income Etf New $0.00 $468,000 17,996 % 468,000 17,996 0    N/A
   (PEG)1 Year Chart         PEG Public Service Enterprise G... New $67.82 $427,000 6,982 % 427,000 6,982 0    N/A
   (CHD)1 Year Chart         CHD Church & Dwight Co Inc - $106.32 $347,000 3,672 % 11,000 10 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF - $48.88 $334,000 6,964 % -8,140,000 -186,851 0    Closed - End Fund - F...
   (FB)1 Year Chart         FB Meta Platforms Inc New $443.29 $324,000 914 % 324,000 914 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp - $165.89 $280,000 1,879 % -37,000 1 0    N/A
   (HON)1 Year Chart         HON Honeywell International Inc - $193.45 $276,000 1,315 % 33,000 0 0    N/A
   (DORM)1 Year Chart         DORM Dorman Products Inc - $89.23 $256,000 3,064 % 24,000 0 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $495.35 $251,000 476 % -529,000 -1,071 0    N/A
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... New $110.45 $230,000 2,090 % 230,000 2,090 0    N/A
   (SDEF)1 Year Chart         SDEF Sound Enhanced Fixed Income... New $0.00 $225,000 12,218 % 225,000 12,218 0    N/A
   (BR)1 Year Chart         BR Broadridge Financial Soluti... - $194.15 $220,000 1,072 % -659,000 -3,840 0    N/A
   (PGR)1 Year Chart         PGR Progressive Corp - $208.03 $219,000 1,378 % -526,000 -3,970 0    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... - $42.32 $209,000 5,078 % -2,541,000 -65,057 0    N/A
   (ROP)1 Year Chart         ROP Roper Industries Inc Closed $526.78 $0 0 0% -812,000 -1,677 0    Diversified Machinery
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... Closed $66.76 $0 0 0% -307,000 -5,113 0    N/A
   (CHE)1 Year Chart         CHE Chemed Corp Closed $560.42 $0 0 0% -771,000 -1,483 0    Consumer Services
   (VDE)1 Year Chart         VDE Vanguard Energy VIPERS Closed $133.49 $0 0 0% -211,000 -1,661 0    Closed - End Fund - E...
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co Closed $275.32 $0 0 0% -1,021,000 -4,447 0    Independent Oil & Gas
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... Closed $162.43 $0 0 0% -2,531,000 -17,863 0    Closed - End Fund - E...
   (BEMO)1 Year Chart         BEMO Aptus Behavioral Momentum Etf Closed $0.00 $0 0 0% -9,767,000 -278,669 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc Closed $25.40 $0 0 0% -219,000 -6,617 0    Drug Manufacturers - ...
   (AMT)1 Year Chart         AMT American Tower Corp Closed $171.69 $0 0 0% -567,000 -3,449 0    Integrated Telecommun...
   (DRSK)1 Year Chart         DRSK Aptus Defined Risk Etf Closed $0.00 $0 0 0% -20,431,000 -876,485 0    N/A
   (OSCV)1 Year Chart         OSCV Opus Small Cap Value Etf Closed $0.00 $0 0 0% -6,860,000 -226,183 0    N/A
   (INFL)1 Year Chart         INFL Horizon Kinetics Inflation ... Closed $32.62 $0 0 0% -384,000 -12,599 0    N/A
   (DUBS)1 Year Chart         DUBS Aptus Large Cap Enhanced Yi... Closed $0.00 $0 0 0% -10,731,000 -435,116 0    N/A
   (TDVG)1 Year Chart         TDVG T Rowe Price Dividend Growt... Closed $0.00 $0 0 0% -528,000 -16,448 0    N/A
   (JUCY)1 Year Chart         JUCY Aptus Enhanced Yield Etf Closed $0.00 $0 0 0% -20,627,000 -851,648 0    N/A
   (V)1 Year Chart         V Visa Inc Closed $274.52 $0 0 0% -812,000 -3,532 0    Business Services
   (IDME)1 Year Chart         IDME International Drawdown Mana... Closed $0.00 $0 0 0% -12,646,000 -661,093 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc Closed $60.16 $0 0 0% -651,000 -4,069 0    Discount, Variety Stores
      71 Records Found
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