0001792851-20-000003.txt : 20200824
0001792851-20-000003.hdr.sgml : 20200824
20200824152509
ACCESSION NUMBER: 0001792851-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200824
DATE AS OF CHANGE: 20200824
EFFECTIVENESS DATE: 20200824
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: 201127610
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
primary_doc.xml
13F-HR
LIVE
false
false
false
0001792851
XXXXXXXX
06-30-2020
06-30-2020
Fiduciary Planning LLC
3111 NORTH UNIVERSITY DRIVE, SUITE 404
CORAL SPRINGS
FL
33065
13F HOLDINGS REPORT
028-20098
N
Alan Gilmore
Attorney
6097300100
Alan Gilmore
Pennington
NJ
08-24-2020
0
34
45439
false
INFORMATION TABLE
2
2qtr.xml
3M CO
COM
88579Y101
783
5201
SH
SOLE
5201
0
0
AIR PRODS & CHEMS INC
COM
009158106
917
3200
SH
SOLE
3200
0
0
ALASKA AIR GROUP INC
COM
011659109
1035
30053
SH
SOLE
30053
0
0
AMAZON COM INC
COM
023135106
1598
505
SH
SOLE
505
0
0
AMERICAN AIRLS GROUP INC
COM
02376R102
773
69481
SH
SOLE
69481
0
0
APPLE INC
COM
037833100
2294
5398
SH
SOLE
5398
0
0
AT&T INC
COM
00206R102
1295
43773
SH
SOLE
43773
0
0
BLACKROCK INC
COM
09247X101
1077
1873
SH
SOLE
1873
0
0
CHURCH & DWIGHT INC
COM
171340102
340
3524
SH
SOLE
3524
0
0
COMCAST CORP NEW
CL A
20030N101
1046
24432
SH
SOLE
24432
0
0
CVS HEALTH CORP
COM
126650100
1111
17650
SH
SOLE
17650
0
0
DOMINION ENERGY INC
COM
25746U109
1252
15447
SH
SOLE
15447
0
0
DORMAN PRODUCTS INC
COM
258278100
412
5044
SH
SOLE
5044
0
0
EXXON MOBIL CORP
COM
30231G102
685
16278
SH
SOLE
16278
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
1016
13534
SH
SOLE
13534
0
0
HOME DEPOT INC
COM
437076102
1503
5660
SH
SOLE
5660
0
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IRON MTN INC NEW
COM
46284V101
802
28437
SH
SOLE
28437
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
203
2347
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SOLE
2347
0
0
ISHARES TR
CORE US AGGBD ET
464287226
10807
90387
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SOLE
90387
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0
JOHNSON & JOHNSON
COM
478160104
1727
11845
SH
SOLE
11845
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JPMORGAN CHASE & CO
COM
46625H100
389
4028
SH
SOLE
4028
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0
MICROSOFT CORP
COM
594918104
2258
11012
SH
SOLE
11012
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PFIZER INC
COM
717081103
294
7645
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SOLE
7645
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0
PROCTER AND GAMBLE CO
COM
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1327
10119
SH
SOLE
10119
0
0
PUBLIC STORAGE
COM
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906
4531
SH
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4531
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SCHLUMBERGER LTD
COM
806857108
578
31843
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31843
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SOUTHERN CO
COM
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1128
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SOUTHWEST AIRLS CO
COM
844741108
1016
32895
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32895
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0
SPDR GOLD TR
GOLD SHS
78463V107
1304
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7034
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0
STARBUCKS CORP
COM
855244109
1256
16418
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SOLE
16418
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0
UNITED PARCEL SERVICE INC
CL B
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1733
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SH
SOLE
12142
0
0
WALMART INC
COM
931142103
1272
9833
SH
SOLE
9833
0
0
DISNEY WALT CO
COM DISNEY
254687106
1302
11131
SH
SOLE
11131
0
0