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Home > Institutional Investor > Capital Financial Planning, Llc > Profile

Instuitional Investor - Capital Financial Planning, Llc

Fund Profile
Filing Period:
Fund Name: Capital Financial Planning, Llc
Portfolio Value $247,634,062
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 326,927 $45,093,083 18.2%
2.
Vanguard Index Fds
 148,241 $40,367,358 16.3%
3.
Apple Inc.
 AAPL 101,538 $17,384,409 7.02%
4.
Ishares Tr
 249,984 $13,626,629 5.5%
5.
Sector Spdr Trust
 XLB 63,653 $10,434,674 4.21%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)