Novak Financial Planning, LLC
CIK 1843462
13F portfolio (2021-Q2)
$204M
Positions
121
As reported on this filer's Form 13F for 2021-Q2, filed 2021-07-21. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | VTI | VANGUARD INDEX FDS |
| 2 | QQQ | INVESCO QQQ TR |
| 3 | GLD | SPDR GOLD TR |
| 4 | ICSH | ISHARES TR |
| 5 | BIV | VANGUARD BD INDEX FDS |
Top holdings — weights and history with Pro
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