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Home > Institutional Investor > Asset Planning,inc > Profile

Instuitional Investor - Asset Planning,inc

Fund Profile
Filing Period:
Fund Name: Asset Planning,inc
Portfolio Value $127,465,978
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 64,536 $12,278,619 9.63%
2.
Transdigm Group Inc
 TDG 8,789 $12,157,169 9.54%
3.
Eli Lilly & Co
 LLY 14,030 $11,587,245 9.09%
4.
Apple Inc.
 AAPL 32,170 $7,145,975 5.61%
5.
Costco Wholesale Corp W
 COST 7,432 $7,029,073 5.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)