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Home > Institutional Investor > Planning Alternatives Ltd V > Profile

Instuitional Investor - Planning Alternatives Ltd V

Fund Profile
Filing Period:
Fund Name: Planning Alternatives Ltd V
Portfolio Value $774,751,355
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 415,589 $271,466,702 35.04%
2.
Ishares Trust
 IEF 1,299,753 $87,772,316 11.33%
3.
Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM
 744,409 $83,455,710 10.77%
4.
Vanguard Tax-Managed Fds
 1,240,204 $79,472,246 10.26%
5.
Ishares Trust
 IEF 352,704 $43,844,674 5.66%
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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