0001792851-21-000001.txt : 20210210
0001792851-21-000001.hdr.sgml : 20210210
20210210131436
ACCESSION NUMBER: 0001792851-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210210
DATE AS OF CHANGE: 20210210
EFFECTIVENESS DATE: 20210210
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: 21612748
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
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12-31-2020
12-31-2020
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
02-10-2021
0
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0
0
PHILIP MORRIS INTL INC
COM
718172109
14
165
SH
SOLE
165
0
0
PHILLIPS 66
COM
718546104
56
804
SH
SOLE
804
0
0
PPL CORP
COM
69351T106
3
114
SH
SOLE
114
0
0
PROCTER AND GAMBLE CO
COM
742718109
1631
11721
SH
SOLE
11721
0
0
ProShares Ultra Bloomberg Crude Oil
ULSHT BLOOMB GAS
74347W247
37
1026
SH
SOLE
1026
0
0
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
23
390
SH
SOLE
390
0
0
PUBLIC STORAGE
COM
74460D109
1278
5533
SH
SOLE
5533
0
0
QUALCOMM INC
COM
747525103
10
66
SH
SOLE
66
0
0
RAYONIER ADVANCED MATLS INC
COM
75508B104
1
86
SH
SOLE
86
0
0
RAYONIER INC
COM
754907103
7
224
SH
SOLE
224
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
72
1000
SH
SOLE
1000
0
0
RESIDEO TECHNOLOGIES INC
COM
76118Y104
5
226
SH
SOLE
226
0
0
ROKU INC
COM CL A
77543R102
5
15
SH
SOLE
15
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
36
1038
SH
SOLE
1038
0
0
RPM INTL INC
COM
749685103
7
72
SH
SOLE
72
0
0
SALESFORCE COM INC
COM
79466L302
1491
6700
SH
SOLE
6700
0
0
SANOFI
SPONSORED ADR
80105N105
15
300
SH
SOLE
300
0
0
SCHLUMBERGER LTD
COM
806857108
319
14599
SH
SOLE
14599
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
0
5
SH
SOLE
5
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
1
13
SH
SOLE
13
0
0
SEAGATE TECHNOLOGY PLC
SHS
G7945M107
327
5254
SH
SOLE
5254
0
0
SHAKE SHACK INC
CL A
819047101
11
130
SH
SOLE
130
0
0
SOUTHERN CO
COM
842587107
1462
23801
SH
SOLE
23801
0
0
SOUTHWEST AIRLS CO
COM
844741108
1745
37442
SH
SOLE
37442
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
0
1
SH
SOLE
1
0
0
SPDR GOLD TR
GOLD SHS
78463V107
1392
7804
SH
SOLE
7804
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
301
805
SH
SOLE
805
0
0
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
4
87
SH
SOLE
87
0
0
SPDR SER TR
SPDR S&P 500 ETF
78468R796
256
2756
SH
SOLE
2756
0
0
STARBUCKS CORP
COM
855244109
1977
18476
SH
SOLE
18476
0
0
STMICROELECTRONICS N V
NY REGISTRY
861012102
7
201
SH
SOLE
201
0
0
SUBURBAN PROPANE PARTNERS L
UNIT LTD PARTN
864482104
7
500
SH
SOLE
500
0
0
TC PIPELINES LP
UT COM LTD PRT
87233Q108
2
67
SH
SOLE
67
0
0
TECK RESOURCES LTD
CL B
878742204
1
44
SH
SOLE
44
0
0
TESLA INC
COM
88160R101
91
129
SH
SOLE
129
0
0
HARTFORD FINL SVCS GROUP INC
COM
416515104
21
420
SH
SOLE
420
0
0
THE ODP CORP
COM
88337F105
1
48
SH
SOLE
48
0
0
TOTAL SE
SPONSORED ADS
89151E109
11
274
SH
SOLE
274
0
0
TOYOTA MOTOR CORP
SP ADR REP2COM
892331307
5
33
SH
SOLE
33
0
0
UGI CORP NEW
COM
902681105
29
833
SH
SOLE
833
0
0
UNDER ARMOUR INC
CL A
904311107
1
50
SH
SOLE
50
0
0
UNION PAC CORP
COM
907818108
13
61
SH
SOLE
61
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
2277
13523
SH
SOLE
13523
0
0
UNIVERSAL DISPLAY CORP
COM
91347P105
46
200
SH
SOLE
200
0
0
VALLEY NATL BANCORP
COM
919794107
55
5644
SH
SOLE
5644
0
0
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
5637
32410
SH
SOLE
32410
0
0
VANGUARD WORLD FDS
ENERGY ETF
92204A306
17
321
SH
SOLE
321
0
0
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
533
3235
SH
SOLE
3235
0
0
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
9
120
SH
SOLE
120
0
0
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1
5
SH
SOLE
5
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
3
15
SH
SOLE
15
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
26
288
SH
SOLE
288
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
4
41
SH
SOLE
41
0
0
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
5
87
SH
SOLE
87
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
0
2
SH
SOLE
2
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2
6
SH
SOLE
6
0
0
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
8
53
SH
SOLE
53
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
8
135
SH
SOLE
135
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
1
26
SH
SOLE
26
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
13
65
SH
SOLE
65
0
0
VECTRUS INC
COM
92242T101
1
28
SH
SOLE
28
0
0
VEONEER INC
COM
92336X109
18
828
SH
SOLE
828
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1854
31559
SH
SOLE
31559
0
0
VIACOMCBS INC
CL B
92556H206
10
261
SH
SOLE
261
0
0
VIATRIS INC
COM
92556V106
18
954
SH
SOLE
954
0
0
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
3
176
SH
SOLE
176
0
0
WABTEC
COM
929740108
0
3
SH
SOLE
3
0
0
WALMART INC
COM
931142103
1572
10908
SH
SOLE
10908
0
0
DISNEY WALT CO
COM
254687106
2199
12135
SH
SOLE
12135
0
0
WASTE MGMT INC DEL
COM
94106L109
24
200
SH
SOLE
200
0
0
WEC ENERGY GROUP INC
COM
92939U106
15
159
SH
SOLE
159
0
0
WP CAREY INC
COM
92936U109
12
165
SH
SOLE
165
0
0
WVS FINL CORP
COM
929358109
14
1000
SH
SOLE
1000
0
0
WYNN RESORTS LTD
COM
983134107
1570
13912
SH
SOLE
13912
0
0
XYLEM INC
COM
98419M100
53
520
SH
SOLE
520
0
0