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Home > Institutional Investor > Action Point Financial Planning, Llc > 13F Holdings

Instuitional Investor - Action Point Financial Planning, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 486,464 $42,749,704 4.34%
2.
American Centy Etf Tr
 336,376 $30,675,171 3.12%
3.
American Centy Etf Tr
 157,475 $19,633,716 1.99%
4.
American Centy Etf Tr - INTL EQT ETF
 207,668 $18,521,769 1.88%
5.
Dimensional Etf Trust
 DFAC 442,556 $17,166,630 1.74%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.