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Home > Institutional Investor > St. Louis Financial Planners Asset Management, Llc > Profile

Instuitional Investor - St. Louis Financial Planners Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: St. Louis Financial Planners Asset Management, Llc
Portfolio Value $107,333,152
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 277,296 $25,342,171 23.61%
2.
Ishares Trust
 IEF 101,185 $10,953,302 10.2%
3.
Ishares Tr
 196,055 $9,894,937 9.21%
4.
Nvidia Corp
 NVDA 10,183 $5,043,182 4.69%
5.
Invesco Exch Trd Slf Idx Fd
 163,400 $3,412,613 3.17%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)