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Home > Institutional Investor > Lifesteps Financial, Inc. > Profile

Instuitional Investor - Lifesteps Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Lifesteps Financial, Inc.
Portfolio Value $145,532,936
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trust Series I - ETF
 41,301 $22,783,482 15.66%
2.
Spdr S & P 500 Etf Trust
 SPY 36,395 $22,486,646 15.45%
3.
Nvidia Corp
 NVDA 50,367 $7,957,533 5.47%
4.
Microsoft Corp
 MSFT 13,952 $6,939,769 4.77%
5.
Apple Inc.
 AAPL 31,757 $6,515,547 4.48%
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)