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Home > Institutional Investor > Elser Financial Planning, Inc > Profile

Instuitional Investor - Elser Financial Planning, Inc

Fund Profile
Filing Period:
Fund Name: Elser Financial Planning, Inc
Portfolio Value $80,175,515
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 20,829 $16,236,783 20.25%
2.
Apple Inc.
 AAPL 26,015 $5,337,573 6.66%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 8,731 $4,959,504 6.19%
4.
Schwab Strategic Trust
 FNDF 137,492 $3,360,306 4.19%
5.
Brown & Brown Inc.
 BRO 29,554 $3,276,652 4.09%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)