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Home > Institutional Investor > Asset Planning Services Inc V > Profile

Instuitional Investor - Asset Planning Services Inc V

Fund Profile
Filing Period:
Fund Name: Asset Planning Services Inc V
Portfolio Value $164,436
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 50,390 $18,949 11.52%
2.
Nvidia Corp
 NVDA 26,235 $12,992 7.9%
3.
Jpmorgan Chase & Co
 JPM 44,142 $7,509 4.56%
4.
Lockheed Martin Corp
 LMT 15,910 $7,211 4.38%
5.
Amazon Com Inc
 AMZN 45,535 $6,919 4.2%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)