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Home > Institutional Investor > Plan Group Financial, Llc > Profile

Instuitional Investor - Plan Group Financial, Llc

Fund Profile
Filing Period:
Fund Name: Plan Group Financial, Llc
Portfolio Value $304,099,166
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 32,284 $18,338,203 6.03%
2.
Ishares Tr - MSCI ACWI ETF
 102,924 $13,236,072 4.35%
3.
Pacer Fds Tr
 215,438 $11,870,653 3.9%
4.
Ishares Trust
 IEF 107,824 $9,916,562 3.26%
5.
Ishares Trust
 IEF 86,318 $9,433,698 3.1%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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