Vertex Planning Partners, LLC [Rocket]

Holdings

Vertex Planning Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
WisdomTree Trust	DEW	Common	34,693	-465,244	1,614,205,000	-21,780,631,000	0.55		Hist	06/30/2023
Wisdom Tree Trust	DTD	Common	337,814	-195,237	20,974,871,000	-11,322,679,000	7.14		Hist	06/30/2023
PIMCO ETF Trust	CORP	Common	8,286	-83,176	785,917,000	-8,012,775,000	0.27		Hist	06/30/2023
J P MORGAN EXCHANGE TRADED F	JMST	Common	61,013	-18,243	3,090,308,000	-935,104,000	1.05		Hist	06/30/2023
IndexIQ ETF Trust	MMIN	Common	47,533	-23,666	1,150,774,000	-587,906,000	0.39		Hist	06/30/2023
iSHARES TRUST	ESGU	Common	3,200	-3,043	311,872,000	-252,807,000	0.11		Hist	06/30/2023
IndexIQ ETF Trust	MMIT	Common	30,159	-2,276	734,673,000	-62,904,000	0.25		Hist	06/30/2023
HERSHEY CO	HSY	Common	1,235	-120	308,275,000	-36,518,000	0.11		Hist	06/30/2023
FIRST TR EXCHNG TRADED FD VI	DNOV	Common	6,247	-523	226,766,000	-5,242,000	0.08		Hist	06/30/2023
iShares High Dividend ETF JDR	HDV	common	3,449	-22	347,625,000	-5,237,000	0.12		Hist	06/30/2023
iSHARES TRUST	IWM	Common	1,145	-34	214,334,000	4,004,000	0.07		Hist	06/30/2023
VANGUARD INDEX FUNDS	VTI	Common	1,730	-99	381,084,000	7,785,000	0.13		Hist	06/30/2023
VANGUARD INDEX FUNDS	VGT	Common	723	-9	319,891,000	37,545,000	0.11		Hist	06/30/2023
iSHARES TRUST	IVW	S&P500 GRW	6,520	-53	459,542,000	39,573,000	0.16		Hist	06/30/2023
iSHARES TRUST	ISI	Common	10,935	-338	1,069,878,000	49,110,000	0.36		Hist	06/30/2023
SPDR SERIES TRUST	SMD	Common	35,886	-346	1,646,788,000	54,763,000	0.56		Hist	06/30/2023
iSHARES TRUST	IWB	Common	6,325	-120	1,541,656,000	90,049,000	0.53		Hist	06/30/2023
iSHARES TRUST	IVV	Common	48,854	-1,270	21,774,769,000	1,169,849,000	7.42		Hist	06/30/2023

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