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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 $237,943,806
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 44,430 $27,586,568 11.59%
2.
Spdr S & P 500 Etf Trust
 SPY 30,305 $18,724,161 7.87%
3.
Ishares Trust
 IEF 34,673 $14,721,352 6.19%
4.
Invesco Exch Traded Fd Tr Ii - PFD ETF
 840,224 $9,351,692 3.93%
5.
Apple Inc.
 AAPL 39,472 $8,098,521 3.4%
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)