Estate Planners Group, LLC - Portfolio overview

Estate Planners Group, LLC has 73 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. GOF - GUGGENHEIM STRATEGIC OPPORTU, 12.57%
2. PDI - PIMCO DYNAMIC INCOME FD, 10.77%
3. CLOZ - SERIES PORTFOLIOS TR, 9.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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