0001792851-21-000002.txt : 20210520
0001792851-21-000002.hdr.sgml : 20210520
20210520111142
ACCESSION NUMBER: 0001792851-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210520
DATE AS OF CHANGE: 20210520
EFFECTIVENESS DATE: 20210520
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: 21943231
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
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03-31-2021
03-31-2021
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
05-20-2021
0
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COM
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320
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COM
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ORD
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1100
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COM
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0
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COM
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COM
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COM
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COM
674599105
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674599162
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OGE ENERGY CORP
COM
670837103
10
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0
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300
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COM
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0
100
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COM
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11
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0
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102
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0
102
PEPSICO INC
COM
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0
6423
PHILIP MORRIS INTL INC
COM
718172109
14
165
SH
SOLE
0
0
165
PHILLIPS 66
COM
718546104
56
804
SH
SOLE
0
0
804
PPL CORP
COM
69351T106
3
114
SH
SOLE
0
0
114
PROCTER AND GAMBLE CO
COM
742718109
1631
11721
SH
SOLE
0
0
11721
ProShares Ultra Bloomberg Crude Oil
ETF
74347W247
37
1026
SH
SOLE
0
0
1026
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
23
390
SH
SOLE
0
0
390
PUBLIC STORAGE
COM
74460D109
1278
5533
SH
SOLE
0
0
5533
QUALCOMM INC
COM
747525103
10
66
SH
SOLE
0
0
66
RAYONIER ADVANCED MATLS INC
COM
75508B104
1
86
SH
SOLE
0
0
86
RAYONIER INC
COM
754907103
7
224
SH
SOLE
0
0
224
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
72
1000
SH
SOLE
0
0
1000
RESIDEO TECHNOLOGIES INC
COM
76118Y104
5
226
SH
SOLE
0
0
226
ROKU INC
COM CL A
77543R102
5
15
SH
SOLE
0
0
15
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
36
1038
SH
SOLE
0
0
1038
RPM INTL INC
COM
749685103
7
72
SH
SOLE
0
0
72
SALESFORCE COM INC
COM
79466L302
1491
6700
SH
SOLE
0
0
6700
SANOFI
SPONSORED ADR
80105N105
15
300
SH
SOLE
0
0
300
SCHLUMBERGER LTD
COM
806857108
319
14599
SH
SOLE
0
0
14599
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
0
5
SH
SOLE
0
0
5
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1
13
SH
SOLE
0
0
13
SEAGATE TECHNOLOGY PLC
SHS
G7945M107
327
5254
SH
SOLE
0
0
5254
SHAKE SHACK INC
CL A
819047101
11
130
SH
SOLE
0
0
130
SOUTHERN CO
COM
842587107
1462
23801
SH
SOLE
0
0
23801
SOUTHWEST AIRLS CO
COM
844741108
1745
37442
SH
SOLE
0
0
37442
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
0
1
SH
SOLE
0
0
1
SPDR GOLD TR
GOLD SHS
78463V107
1392
7804
SH
SOLE
0
0
7804
SPDR S&P 500 ETF TR
TR UNIT
78462F103
301
805
SH
SOLE
0
0
805
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
4
87
SH
SOLE
0
0
87
SPDR SER TR
SPDR S&P 500 ETF
78468R796
256
2756
SH
SOLE
0
0
2756
STARBUCKS CORP
COM
855244109
1977
18476
SH
SOLE
0
0
18476
STMICROELECTRONICS N V
NY REGISTRY
861012102
7
201
SH
SOLE
0
0
201
SUBURBAN PROPANE PARTNERS L
UNIT LTD PARTN
864482104
7
500
SH
SOLE
0
0
500
TC PIPELINES LP
UT COM LTD PRT
87233Q108
2
67
SH
SOLE
0
0
67
TECK RESOURCES LTD
CL B
878742204
1
44
SH
SOLE
0
0
44
TESLA INC
COM
88160R101
91
129
SH
SOLE
0
0
129
HARTFORD FINL SVCS GROUP INC
COM
416515104
21
420
SH
SOLE
0
0
420
THE ODP CORP
COM
88337F105
1
48
SH
SOLE
0
0
48
TOTAL SE
SPONSORED ADS
89151E109
11
274
SH
SOLE
0
0
274
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
5
33
SH
SOLE
0
0
33
UGI CORP NEW
COM
902681105
29
833
SH
SOLE
0
0
833
UNDER ARMOUR INC
CL A
904311107
1
50
SH
SOLE
0
0
50
UNION PAC CORP
COM
907818108
13
61
SH
SOLE
0
0
61
UNITED PARCEL SERVICE INC
CL B
911312106
2277
13523
SH
SOLE
0
0
13523
UNIVERSAL DISPLAY CORP
COM
91347P105
46
200
SH
SOLE
0
0
200
VALLEY NATL BANCORP
COM
919794107
55
5644
SH
SOLE
0
0
5644
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
5637
32410
SH
SOLE
0
0
32410
VANGUARD WORLD FDS
ENERGY ETF
92204A306
17
321
SH
SOLE
0
0
321
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
533
3235
SH
SOLE
0
0
3235
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
9
120
SH
SOLE
0
0
120
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1
5
SH
SOLE
0
0
5
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
3
15
SH
SOLE
0
0
15
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
26
288
SH
SOLE
0
0
288
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
4
41
SH
SOLE
0
0
41
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
5
87
SH
SOLE
0
0
87
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
0
2
SH
SOLE
0
0
2
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2
6
SH
SOLE
0
0
6
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
8
53
SH
SOLE
0
0
53
VANGUARD STAR FDS
VG TL INTL STK F
921909768
8
135
SH
SOLE
0
0
135
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
1
26
SH
SOLE
0
0
26
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
13
65
SH
SOLE
0
0
65
VECTRUS INC
COM
92242T101
1
28
SH
SOLE
0
0
28
VEONEER INC
COM
92336X109
18
828
SH
SOLE
0
0
828
VERIZON COMMUNICATIONS INC
COM
92343V104
1854
31559
SH
SOLE
0
0
31559
VIACOMCBS INC
CL B
92556H206
10
261
SH
SOLE
0
0
261
VIATRIS INC
COM
92556V106
18
954
SH
SOLE
0
0
954
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
3
176
SH
SOLE
0
0
176
WABTEC
COM
929740108
0
3
SH
SOLE
0
0
3
WALMART INC
COM
931142103
1572
10908
SH
SOLE
0
0
10908
DISNEY WALT CO
COM
254687106
2199
12135
SH
SOLE
0
0
12135
WASTE MGMT INC DEL
COM
94106L109
24
200
SH
SOLE
0
0
200
WEC ENERGY GROUP INC
COM
92939U106
15
159
SH
SOLE
0
0
159
WP CAREY INC
COM
92936U109
12
165
SH
SOLE
0
0
165
WVS FINL CORP
COM
929358109
14
1000
SH
SOLE
0
0
1000
WYNN RESORTS LTD
COM
983134107
1570
13912
SH
SOLE
0
0
13912
XYLEM INC
COM
98419M100
53
520
SH
SOLE
0
0
520