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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 $148,841,735
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 50,928 $30,575,353 20.54%
2.
Ishares Trust
 IEF 40,992 $27,435,832 18.43%
3.
Nvidia Corp
 NVDA 77,489 $14,457,877 9.71%
4.
Apple Inc.
 AAPL 24,828 $6,322,059 4.25%
5.
Robinhood Markets Inc.
 HOOD 40,687 $5,825,541 3.91%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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