0001792851-23-000001.txt : 20230207
0001792851-23-000001.hdr.sgml : 20230207
20230206183905
ACCESSION NUMBER: 0001792851-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230207
DATE AS OF CHANGE: 20230206
EFFECTIVENESS DATE: 20230207
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Fiduciary Planning LLC
CENTRAL INDEX KEY: 0001792851
IRS NUMBER: 834504962
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20098
FILM NUMBER: 23592077
BUSINESS ADDRESS:
STREET 1: 3111 NORTH UNIVERSITY DRIVE, SUITE 404
CITY: CORAL SPRINGS
STATE: FL
ZIP: 33065
BUSINESS PHONE: 610-399-1500
MAIL ADDRESS:
STREET 1: 3111 NORTH UNIVERSITY DRIVE, SUITE 404
CITY: CORAL SPRINGS
STATE: FL
ZIP: 33065
13F-HR
1
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0001792851
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12-31-2022
12-31-2022
Fiduciary Planning LLC
3111 NORTH UNIVERSITY DRIVE, SUITE 404
CORAL SPRINGS
FL
33065
13F HOLDINGS REPORT
028-20098
N
Alan Gilmore
Attorney
609 730-0100
Alan Gilmore
Pennington
NJ
02-06-2023
0
42
206201
false
INFORMATION TABLE
2
4qtr.xml
3M CO
COM
88579Y101
630
5252
SH
SOLE
5252
0
0
ADOBE SYSTEMS INCORPORATED
COM
00724F101
977
2904
SH
SOLE
2904
0
0
AIR PRODS & CHEMS INC
COM
009158106
986
3200
SH
SOLE
3200
0
0
ALPHABET INC
CAP STK CL A
02079K305
923
10456
SH
SOLE
10456
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
764
3605
SH
SOLE
3605
0
0
APPLE INC
COM
037833100
1427
10981
SH
SOLE
10981
0
0
ETF SER SOLUTIONS
APTUS ENHANCED
26922B642
31127
1241617
SH
SOLE
1241617
0
0
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
997
7434
SH
SOLE
7434
0
0
CHEMED CORP NEW
COM
16359R103
1144
2240
SH
SOLE
2240
0
0
CHEVRON CORP NEW
COM
166764100
329
1834
SH
SOLE
1834
0
0
CHURCH & DWIGHT CO INC
COM
171340102
293
3629
SH
SOLE
3629
0
0
COPART INC
COM
217204106
1118
18366
SH
SOLE
18366
0
0
DOLLAR GEN CORP NEW
COM
256677105
1165
4730
SH
SOLE
4730
0
0
DORMAN PRODS INC
COM
258278100
248
3064
SH
SOLE
3064
0
0
ETF SER SOLUTIONS
APTUS DEFINED
26922A388
39514
1543502
SH
SOLE
1543502
0
0
ETF SER SOLUTIONS
APTUS DRAWDOWN
26922A784
17820
530577
SH
SOLE
530577
0
0
ETF SER SOLUTIONS
APTUS COLLARED
26922A222
29644
1028236
SH
SOLE
1028236
0
0
EXXON MOBIL CORP
COM
30231G102
696
6312
SH
SOLE
6312
0
0
HONEYWELL INTL INC
COM
438516106
282
1315
SH
SOLE
1315
0
0
ETF SER SOLUTIONS
INTL DRAWDWN MNG
26922B709
12280
645519
SH
SOLE
645519
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
458
3244
SH
SOLE
3244
0
0
ISHARES TR
INTL DIV GRWTH
46435G524
6513
113010
SH
SOLE
113010
0
0
ISHARES TR
SELECT DIVID ETF
464287168
267
2217
SH
SOLE
2217
0
0
JOHNSON & JOHNSON
COM
478160104
592
3353
SH
SOLE
3353
0
0
JPMORGAN CHASE & CO
COM
46625H100
1678
12509
SH
SOLE
12509
0
0
LISTED FD TR
HORIZON KINETICS
53656F623
7563
240260
SH
SOLE
240260
0
0
MICROSOFT CORP
COM
594918104
1363
5682
SH
SOLE
5682
0
0
NVIDIA CORPORATION
COM
67066G104
900
6162
SH
SOLE
6162
0
0
ETF SER SOLUTIONS
OPUS SML CP VL
26922A446
16556
534336
SH
SOLE
534336
0
0
PFIZER INC
COM
717081103
312
6093
SH
SOLE
6093
0
0
PIONEER NAT RES CO
COM
723787107
1097
4805
SH
SOLE
4805
0
0
PULTE GROUP INC
COM
745867101
1201
26383
SH
SOLE
26383
0
0
ROPER TECHNOLOGIES INC
COM
776696106
1086
2514
SH
SOLE
2514
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
252
8500
SH
SOLE
8500
0
0
SPDR SER TR
PORTFOLIO S&P500
78464A854
8119
180512
SH
SOLE
180512
0
0
T ROWE PRICE ETF INC
PRICE DIV GRWT
87283Q404
4984
158783
SH
SOLE
158783
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
1149
2167
SH
SOLE
2167
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
650
5363
SH
SOLE
5363
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
4166
99253
SH
SOLE
99253
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2754
70642
SH
SOLE
70642
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
1072
18546
SH
SOLE
18546
0
0
VISA INC
COM CL A
92826C839
1105
5319
SH
SOLE
5319
0
0