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Home > Institutional Investor > Lynch Investment Planning, Llc > Profile

Instuitional Investor - Lynch Investment Planning, Llc

Fund Profile
Filing Period:
Fund Name: Lynch Investment Planning, Llc
Portfolio Value $104,379,232
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 153,154 $14,316,850 13.72%
2.
Spdr S & P 500 Etf Trust
 SPY 15,997 $10,941,026 10.48%
3.
Dimensional Etf Trust
 230,470 $8,764,768 8.4%
4.
Vanguard Bond Index Funds
 BND 94,622 $7,457,141 7.14%
5.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 22,086 $5,585,958 5.35%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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