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WR Wealth Planners, LLC

Q4 2022 Holdings

Filed 2024-10-10 | 505 holdings | $162.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$6.4M75,4483.9%
Amplify CWP Enhanced Dividend Income ETF(DIVO)ETF032108409$6.8M189,1874.2%
Avantis U.S. Equity ETF(AVUS)ETF025072885$8.7M128,3545.4%
Spdr S&P 500 ETF Trust(SPY)ETF78462F103$10.9M28,4376.7%
Pacer US Cash Cows 100 ETF(COWZ)ETF69374H881$13.6M293,9938.4%
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