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Home > Institutional Investor > Financial Life Planners > Profile

Instuitional Investor - Financial Life Planners

Fund Profile
Filing Period:
Fund Name: Financial Life Planners
Portfolio Value $102,738,971
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr Unit Ser 1
 45,680 $21,420,243 20.85%
2.
Ishares Trust
 IEF 36,475 $20,495,271 19.95%
3.
Nvidia Corp
 NVDA 78,475 $8,505,097 8.28%
4.
Apple Inc.
 AAPL 29,974 $6,658,171 6.48%
5.
Microsoft Corp
 MSFT 13,413 $5,035,122 4.9%
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)