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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 $122,920,048
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 49,287 $27,188,556 22.12%
2.
Ishares Trust
 IEF 39,440 $24,488,396 19.92%
3.
Nvidia Corp
 NVDA 78,622 $12,421,541 10.11%
4.
Apple Inc.
 AAPL 26,071 $5,348,929 4.35%
5.
Microsoft Corp
 MSFT 9,060 $4,506,741 3.67%
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)