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  Name: WealthPlan Investment Management LLC
  City: Omaha
  State: NE
  Zip: 68154
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $624,309,000
  Total Value Change : $58,593,000
  Securities Held Change : 23
   
All Securities Held : 190
  New Positions : 17
  Closed Positions : 9
  Increased Positions : 96
  Unchanged Positions : 14
  Decreased Positions : 63

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Holdings Found : 17     View All Holdings Currently Viewing:  New 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
   (RPM)1 Year Chart         RPM RPM International Inc 41 New $112.84 $6,499,000 58,223 1.04% 6,499,000 58,223 0.045    General Building Mate...
   (VUSB)1 Year Chart         VUSB Vanguard Ultrashort Bond Etf 42 New $0.00 $6,432,000 130,106 1.03% 6,432,000 130,106 0.145    N/A
   (ICOW)1 Year Chart         ICOW Pacer Developed Markets Int... 54 New $0.00 $4,763,000 152,463 0.76% 4,763,000 152,463 0.169    N/A
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 62 New $50.43 $3,024,000 60,184 0.48% 3,024,000 60,184 0.011    N/A
   (GNOV)1 Year Chart         GNOV Ft Vest Us Equity Moderate ... New $0.00 $2,232,000 70,407 0.36% 2,232,000 70,407 0.782    N/A
   (PDEC)1 Year Chart         PDEC Innovator S&p 500 Power Buf... 71 New $0.00 $2,095,000 59,692 0.34% 2,095,000 59,692 0.265    N/A
   (DECT)1 Year Chart         DECT Allianzim Us Large Cap Buff... 79 New $0.00 $1,612,000 56,305 0.26% 1,612,000 56,305 0.626    N/A
   (MINT)1 Year Chart         MINT Pimco ETF Trust 99 New $100.33 $993,000 9,955 0.16% 993,000 9,955 0.007    Closed - End Fund - Debt
   (JHID)1 Year Chart         JHID John Hancock International ... New $0.00 $966,000 34,205 0.15% 966,000 34,205 0.38    N/A
   (SGOL)1 Year Chart         SGOL Aberdeen Standard Physical ... 136 New $22.59 $375,000 19,021 0.06% 375,000 19,021 0.013    Closed - End Fund - Debt
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 160 New $161.40 $263,000 1,759 0.04% 263,000 1,759 0    Closed - End Fund - E...
   (SQM)1 Year Chart         SQM Chemical & Mining Co Of Chi... 163 New $46.79 $258,000 4,282 0.04% 258,000 4,282 0    Synthetics
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 174 New $204.31 $225,000 1,119 0.04% 225,000 1,119 0    Closed - End Fund - E...
   (NLOP)1 Year Chart         NLOP Net Lease Office Properties New $23.97 $206,000 11,147 0.03% 206,000 11,147 0.076    N/A
   (BOXX)1 Year Chart         BOXX Alpha Architect 1-3 Month B... 180 New $0.00 $201,000 1,909 0.03% 201,000 1,909 0.076    N/A
   (BRSP)1 Year Chart         BRSP BrightSpire Capital, Inc 185 New $6.01 $79,000 10,628 0.01% 79,000 10,628 0.008    N/A
   (DCTH)1 Year Chart         DCTH Delcath Systems Inc 186 New $5.71 $73,000 17,443 0.01% 73,000 17,443 0.27    Research Services
      17 Records Found
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