$246 Million is the total value of Financial Planners of Cleveland, Inc.'s 87 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 2 | Q1 2022 | 26.5% |
| ISHARES TR | 2 | Q1 2022 | 16.2% |
| SPDR SER TR | 2 | Q1 2022 | 9.5% |
| ISHARES TR | 2 | Q1 2022 | 8.0% |
| VANGUARD INDEX FDS | 2 | Q1 2022 | 9.3% |
| VANGUARD SCOTTSDALE FDS | 2 | Q1 2022 | 6.3% |
| WISDOMTREE TR | 2 | Q1 2022 | 4.4% |
| ISHARES TR | 2 | Q1 2022 | 4.5% |
| ISHARES TR | 2 | Q1 2022 | 4.9% |
| J P MORGAN EXCHANGE-TRADED F | 2 | Q1 2022 | 4.5% |
View Financial Planners of Cleveland, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-02-14 |
View Financial Planners of Cleveland, Inc.'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.