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Home > Institutional Investor > Investments & Financial Planning, Llc > Profile

Instuitional Investor - Investments & Financial Planning, Llc

Fund Profile
Filing Period:
Fund Name: Investments & Financial Planning, Llc
Portfolio Value $133,535,083
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 149,860 $31,969,654 23.94%
2.
Spdr Series Trust
 388,742 $25,291,552 18.94%
3.
Ishares Trust
 IEF 77,960 $21,606,487 16.18%
4.
Vanguard Index Fds
 53,368 $12,415,618 9.29%
5.
Vanguard Intl Equity Index Funds
 VWO 65,609 $6,749,831 5.05%
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)