Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 16 | Q3 2023 | 6.1% |
MICROSOFT CORP | 16 | Q3 2023 | 5.3% |
JOHNSON & JOHNSON | 16 | Q3 2023 | 3.8% |
JPMORGAN CHASE & CO | 16 | Q3 2023 | 1.7% |
AIR PRODS & CHEMS INC | 16 | Q3 2023 | 2.0% |
3M CO | 16 | Q3 2023 | 1.7% |
PFIZER INC | 16 | Q3 2023 | 3.0% |
DORMAN PRODUCTS INC | 16 | Q3 2023 | 0.9% |
CHURCH & DWIGHT INC | 16 | Q3 2023 | 0.7% |
EXXON MOBIL CORP | 15 | Q3 2023 | 1.5% |
View Fiduciary Planning LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-08 |
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.