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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 $209,074,488
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 51,476 $24,586,309 11.75%
2.
Spdr S & P 500 Etf Trust
 SPY 35,772 $17,002,839 8.13%
3.
Invesco Exch Traded Fd Tr Ii
 1,181,755 $13,554,729 6.48%
4.
Ishares Trust
 IEF 36,398 $11,034,905 5.27%
5.
Apple Inc.
 AAPL 41,952 $8,077,073 3.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)