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Home > Institutional Investor > Rfp Financial Group Llc > Profile

Instuitional Investor - Rfp Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Rfp Financial Group Llc
Portfolio Value $248,623,432
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Mega Cap Growth
 143,155 $44,215,560 17.78%
2.
Ishares Trust
 IEF 37,780 $21,228,706 8.54%
3.
Invesco S&P 500 Equal
 101,765 $17,607,023 7.08%
4.
Apple Inc.
 AAPL 75,221 $16,702,773 6.72%
5.
Ishares Core Msci Totl
 168,414 $11,756,995 4.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)