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 > Ofc Financial Planning, Llc > Profile

Instuitional Investor - Ofc Financial Planning, Llc

Fund Profile
Filing Period:
Fund Name: Ofc Financial Planning, Llc
Portfolio Value $112,579,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 83,046 $24,030,241 21.35%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 25,191 $17,301,459 15.37%
3.
Ishares Trust
 IEF 9,233 $6,914,501 6.14%
4.
Spdr S & P 500 Etf Trust
 SPY 5,772 $4,310,655 3.83%
5.
Pacer Fds Tr
 72,368 $4,216,160 3.75%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.