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Home > Institutional Investor > Intrepid Financial Planning Group Llc > Profile

Instuitional Investor - Intrepid Financial Planning Group Llc

Fund Profile
Filing Period:
Fund Name: Intrepid Financial Planning Group Llc
Portfolio Value $215,913,326
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 45,259 $25,450,473 11.79%
2.
Spdr S & P 500 Etf Trust
 SPY 30,460 $17,039,032 7.89%
3.
Ishares Trust
 IEF 35,284 $12,740,589 5.9%
4.
Invesco Exch Traded Fd Tr Ii - PFD ETF
 855,037 $9,593,514 4.44%
5.
Apple Inc.
 AAPL 39,515 $8,777,423 4.07%
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)