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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 $372,463,057
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 24 $18,100,800 4.86%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 27,971 $17,128,885 4.6%
3.
Ishares Tr - MSCI ACWI ETF
 100,432 $13,883,729 3.73%
4.
Pacer Fds Tr
 223,752 $12,859,001 3.45%
5.
Ishares Trust
 IEF 98,111 $9,472,622 2.54%
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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