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Home > Institutional Investor > Planvest Financial, Inc > Profile

Instuitional Investor - Planvest Financial, Inc

Fund Profile
Filing Period:
Fund Name: Planvest Financial, Inc
Portfolio Value $149,678,336
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 258,618 $8,200,773 5.48%
2.
Ishares Trust
 IEF 9,624 $7,207,452 4.82%
3.
Invesco Nasdaq 100 Etf - ETF
 21,834 $6,615,177 4.42%
4.
Fundstrat Granny Shots Us Large Cap Etf - ETF
 187,033 $5,171,462 3.46%
5.
Ishares Trust
 IEF 50,659 $5,014,225 3.35%
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)

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