IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Financial Planners of Cleveland, Inc.

Q1 2022 Holdings

Filed 2022-04-14 | 55 holdings | $237.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(MUB)NATIONAL MUN ETF464288414$14.4K130,8996.0%
Spdr SER TR(SPYM)PORTFOLIO S&P50078464A854$15.4K289,1796.5%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$22.0K96,7279.3%
Ishares TR(AGG)CORE US AGGBD ET464287226$30.0K279,96212.6%
Vanguard Index FDS(VTV)VALUE ETF922908744$40.7K275,42017.1%
PreviousPage 2 of 2