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Home > Institutional Investor > Esg Planning > Profile

Instuitional Investor - Esg Planning

Fund Profile
Filing Period:
Fund Name: Esg Planning
Portfolio Value $178,845,033
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 153,600 $24,267,248 13.57%
2.
Vanguard Bond Index Funds
 BND 210,395 $15,491,371 8.66%
3.
Ishares Tr - NATIONAL MUN ETF
 109,240 $11,413,423 6.38%
4.
Pimco Etf Trust
 200,221 $10,283,351 5.75%
5.
Spdr Series Trust
 84,490 $8,218,391 4.6%
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)