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  Name: Fiduciary Planning LLC
  City: CORAL SPRINGS
  State: FL
  Zip: 33065
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $264,429,000
  Total Value Change : $29,466,000
  Securities Held Change : 3
   
All Securities Held : 56
  New Positions : 6
  Closed Positions : 3
  Increased Positions : 32
  Unchanged Positions : 5
  Decreased Positions : 13

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     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
   (FFEB)1 Year Chart         FFEB Ft Cboe Vest Us Equity Buff... 3 - $0.00 $25,953,000 573,252 9.81% 1,337,000 -3,632 8.074    N/A
   (AIRR)1 Year Chart         AIRR First Trust Rba American In... 14 - $69.63 $4,899,000 72,765 1.85% 372,000 -5,502 0.081    N/A
   (DBEU)1 Year Chart         DBEU Xtrackers MSCI Europe Hedge... 15 - $42.26 $3,707,000 90,313 1.4% 225,000 -1,878 0.581    N/A
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 16 - $43.64 $3,548,000 82,597 1.34% -1,300,000 -41,354 0.092    Closed - End Fund - E...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 21 - $1,337.51 $1,700,000 1,283 0.64% 262,000 -5 0    Semiconductor- Broad...
   (CPRT)1 Year Chart         CPRT Copart Inc 24 - $54.59 $1,497,000 25,851 0.57% 221,000 -187 0.003    Auto Dealerships
   (ACIO)1 Year Chart         ACIO Aptus Collared Income Oppor... 27 - $0.00 $1,252,000 34,744 0.47% 72,000 -847 0.039    N/A
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 32 - $61.28 $779,000 12,659 0.29% 66,000 -89 0.001    Closed - End Fund - E...
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 34 - $250.26 $775,000 3,200 0.29% -104,000 -10 0.001    Diversified Chemicals
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 41 - $483.11 $541,000 1,073 0.2% -108,000 -15 0    Application Software
   (PGR)1 Year Chart         PGR Progressive Corp 49 - $212.41 $272,000 1,316 0.1% 53,000 -62 0    Property & Casualty I...
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 53 - $197.80 $216,000 1,053 0.08% -4,000 -19 0.001    Business Services
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 54 - $511.74 $208,000 421 0.08% -43,000 -55 0    Health Care Plans
      13 Records Found
  1    
Page 1 of 1
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