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Home > Institutional Investor > Esg Planning > Profile

Instuitional Investor - Esg Planning

Fund Profile
Filing Period:
Fund Name: Esg Planning
Portfolio Value $150,864,232
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - NATIONAL MUN ETF
 206,731 $21,797,713 14.45%
2.
Nvidia Corp
 NVDA 153,742 $16,662,558 11.04%
3.
Vanguard Bond Index Funds
 BND 181,919 $13,361,920 8.86%
4.
Spdr Ser Tr
 96,252 $9,172,771 6.08%
5.
Vanguard World Fund
 12,142 $6,585,437 4.37%
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)