| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 6.1% |
| MICROSOFT CORP | 19 | Q2 2024 | 5.3% |
| JOHNSON & JOHNSON | 19 | Q2 2024 | 3.8% |
| JPMORGAN CHASE & CO. | 19 | Q2 2024 | 1.7% |
| AIR PRODS & CHEMS INC | 19 | Q2 2024 | 2.0% |
| 3M CO | 19 | Q2 2024 | 1.7% |
| DORMAN PRODUCTS INC | 19 | Q2 2024 | 0.9% |
| CHURCH & DWIGHT INC | 19 | Q2 2024 | 0.7% |
| EXXON MOBIL CORP | 18 | Q2 2024 | 1.5% |
| AMAZON COM INC | 16 | Q2 2024 | 3.5% |
View Fiduciary Planning LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-09-30 |
View Fiduciary Planning LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.