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Home > Institutional Investor > Stonebridge Financial Planning Group, Llc > Profile

Instuitional Investor - Stonebridge Financial Planning Group, Llc

Fund Profile
Filing Period:
Fund Name: Stonebridge Financial Planning Group, Llc
Portfolio Value $239,517,190
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - RUS TP200 GR ETF
 61,717 $15,213,923 6.35%
2.
Ishares Trust
 IEF 61,354 $10,630,727 4.44%
3.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 120,548 $8,590,258 3.59%
4.
Ishares Tr
 109,995 $7,033,100 2.94%
5.
Ishares Trust
 IEF 9,446 $5,865,209 2.45%
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)