Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Lifesteps Financial, Inc. > Profile

Instuitional Investor - Lifesteps Financial, Inc.

Fund Profile
Filing Period:
Fund Name: Lifesteps Financial, Inc.
Portfolio Value $112,754,437
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trust Series I
 40,081 $16,413,841 14.55%
2.
Spdr S & P 500 Etf Trust
 SPY 31,945 $15,183,943 13.46%
3.
Apple Inc.
 AAPL 35,846 $6,901,481 6.12%
4.
Microsoft Corp
 MSFT 13,760 $5,174,338 4.58%
5.
Ishares Trust
 IEF 15,733 $4,360,288 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
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)